Health & Life Insurance
All-in-One CRM, Client & Lead Management, Marketing, and Call Automation Technology for Health & Life Agencies.
Experience a Smarter Way of Growing Your 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.
Real-time team management, easily monitor, communicate, and assign tasks to employees or downline agents.
Manage and monitor commission types, levels, payments, chargebacks, generate invoices, and more.
Automate your business process by creating call campaigns that allow associates to dial the newest leads automatically. Increase sales with minimal associate downtime.
Insurance Product Solutions Built for All Types of Health & Life Agencies:
Medicare Health Plans, Short Term Health, ACA Plans, Life Insurance, Disability Benefits, Annuities, Mortgage Protection, Group Benefits, and more!
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.
Greatly enhance the functionality and usability of commonly used health & Life software. Easily connect – email, calendar, lead vendors, websites, phone technology, and more, with simple system API integration.
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.
- 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
Complete System Access
CRM + Lead System
Predictive Dialer Access
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.
Complete this form to initiate your free 30-day trial.
Powerful Reporting for
OneLink offers comprehensive search and reporting capabilities, including sales amounts, sales types, call volume, call types, commissions, pending items, client details, and more.
Experience the depth of these capabilities firsthand—start your 30-day free trial today.