Health Brokers rely on our software to identify new opportunities, engage with the right message, and close more deals.
The Complete (Data) Picture
This is what a 38 page 5500 filing looks like on our platform.
Plan level summaries for key metrics like premiums, participants & commissions.
Granular policy level details where you need them.
Data that Goes Further
Recent plan details are great, but history defines your prospect's profile.
Our custom reports deliver up to 6 years of employer, plan & broker changes in a concise snapshot.
What clients are saying
"I like your system much better than the Zywave system. While the Zywave system gives more information, yours is much easier to use and I can prospect much faster"
- Daniel G
Connor & Gallagher OneSource