A one-stop Broker Portal that converts leads to sales. Fast.

You're busy enough, You shouldn't need 10+ screens open or separate tools to sell health insurance faster.

We tested more than 10 health insurance prospecting, marketing, and enrollment tools during open AEP — none delivered the full feature set brokers need to sell faster and be compliant all in one spot.

Up and running in 48 hours

Fully automated prospecting campaigns

Private & Secure

Includes a microsite with prospect landing pages

Our experience
Your benefit

We've implemented thousands of prospecting campaigns at major companies using the "best" marketing automation platforms money can buy.

We consistently found them too cumbersome for salespeople, slow for agile marketers and the good ones are simply too expensive for a broker.

With AI, we built ours to be effective, easy to learn, and affordable

All prospecting tasks in one place

10 simple steps to use the entire system

Built by Google/AI engineers. Tested by brokers.

CMS approved sales scripts

Award-winning Creative Lead on staff

Cheaper than hiring a marketing intern

Why Us?

Drive leads to pre-built landing pages that convert

Single-purpose landing pages see conversion rates improve by 20–30%, compared to generic pages that most carriers and FMOs provide.

Instant e-sign SOA, record call, and verify disclosures

Consolidating all of the required sales and pipeline marketing automation activities into a single platform reduces the time to close

Micro-branded website built to engage

An automatically updated, compliant microsite offers you the ability to go beyond selling and offer senior-related content and partner offerings 24/7

Prebuilt, custom designed, CMS approved email campaigns

Save time by using one of our custom

built, automated, One-Click campaigns with clear Call-To-Action tracking and lead nurturing analysis.

Modern
"Refer a Friend"
via text

58% of seniors say they have recommended a provider to a friend via text in the past 12 months. It's not just about cold calling or postcards anymore.