Smarter Insurance Sales Start Here
Close more policies, save time, and scale faster with the all-in-one CRM built exclusively for Health & Life Insurance. Lead tracking, client management, commissions, predictive dialer – streamlined in one powerful platform.
Experience a Smarter Way of Growing Your Business
All the tools to you need to automate your day to day processes right at your finger tips.
Customer Relationship Management
Truly understand your clients; embrace and anticipate their needs for greater customer satisfaction, retention, and referral opportunity.
Team Management
Real-time team management, easily monitor, communicate, and assign tasks to employees or downline agents.
Commissions
Manage and monitor commission types, levels, payments, chargebacks, generate invoices, and more.
Business Automation
Call Campaigns
Automate your business process by creating call campaigns that allow associates to dial the newest leads automatically. Increase sales with minimal associate downtime.
Lead Management
Sell It All With One Powerful Platform
From Medicare and ACA to Health, Life, Annuities, Group Benefits, and more! Our solutions are built to support every Health & Life product you sell, no matter your niche or scale.
Advanced System Dashboard
Insurance focused dashboard to maximize efficiency, showcasing real-time calendar commitments, upcoming tasks, at a glance reporting, news updates, goals, call activity, messaging, and more.
Technology Integration
Easily connect – email, calendar, lead vendors, websites, phone technology, and more, with simple system API integration.
Work From
Anywhere
No need for old-fashioned onsite systems. Easily send messages, access reports, manage employees, monitor progress, and track commissions, all from any device at any time.
Simplified Costs & Savings
Admins can easily manage user accounts and adjust feature access for team members. As your team grows, adding users is straightforward, and our clear billing means no unexpected surprises.
Features Include:
- View Commission Statements
- View Sales Detail
- Lead Distribution
- Customer Management
- Commission Tracking
- Lead Management
- Automated Dialing
- Bulk Emailing
- Unique Predictive Dialer
- Task Assignment
- Create Access Roles
- Open API Integration
OneLink
Business Plan
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Complete System Access
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CRM + Lead System
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Predictive Dialer Access
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Reports + Analytics
Multiple Insurtech Solutions Available
OneLink: Advanced CRM & AMS Solution
OneLink is a cloud-based software that brings unique CRM & Business Management System capabilities together in one easy-to-use dashboard. This creates consistency, efficiency and increases productivity.
RIPPLE: VoIP Call Center Capability
Connect any telephone line and location with ease while consolidating phone costs. RIPPLE offers a simple, accessible, and cost-effective communication solution for any size of business.
Predictive Dialer: Unique Dial Automation
Predictive dialing is an automated telephone dialing system that places multiple calls simultaneously. Increase agent and employee efficiency by placing multiple calls at a time with no downtime.
Account Setup
Complete this form to initiate your free 30-day trial.
Safe and Secure
Your data is protected with the highest industry standards. We are SOC 2 Type II compliant – so you can trust that client information, commissions, and sensitive data stay secure, encrypted, and audit-ready.