Health & Life Insurance
Experience a Smarter Way of Growing Your Health and Life Business
CRM, Agency Management System, and phone dialing solutions for insurance brokerages and agents.
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
All-in-one, Insurance Product Solutions Built for:
Medicare Health Plans, Short Term Health, ACA Plans, Life Insurance, Disability Benefits, Annuities, Cancer/Heart Attack/Stroke, Long Term Care, Mortgage Protection, and more!
Powerful Reporting for
Data-Driven Decisions
OneLink offers comprehensive search and reporting capabilities, including sales amounts, sales types, call volume, call types, commissions, pending items, client details, and more. Tracking and analyzing real-time data will lead to better management accuracy.
Advanced System Dashboard
Customizable 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
Greatly enhance the functionality and usability of commonly used software. Easily connect – email, calendar, lead vendors, websites, phone technology, and more, with simple system API integration.
Work From
Anywhere
Gone are the days of onsite systems and data. Send communications, pull reports, manage employees, make calls, track progress, and pay commissions from anywhere at any time.
Predictable Costs and Savings
Have one predictable system cost – all backed by award-winning customer support.
SILVER
USER
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Unlimited Contacts
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Task Management
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Customer Management
Staff & Sales
GOLD
USER
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Lead Actions
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Dialing & Email
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Campaign Automation
& Sales
PLATINUM
USER
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Account Management
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Create Access Roles
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Data & Call Management
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. Once a call is connected it is automatically transferred to a live representative. Increase agent and employee efficiency by placing multiple calls at a time with no downtime.