Real-time + underwritten quoting
Accurate rates delivered instantly through direct carrier connections, including underwritten and fixed-rate plans.
Multi-product support
Quote medical, dental, vision, life, Rx, AHP, and ancillary products in one streamlined workflow.
Group onboarding automation
Single census entry with reusable data accelerates group setup and simplifies renewals.
Integrated enrollment
Built-in carrier logic reduces errors, eliminates rework, and improves data quality during enrollment.
Flexible plan comparisons
Side-by-side plan views help clients evaluate options and make smarter, faster decisions
Pipeline + activity reporting
Track quote volume, sales trends, and quoting performance in real time.