Cutting Edge Technology
No matter how big or small your requirements are, we've got you covered.
What's Provided
Web Based CRM System
All of your members’ information is managed via a highly detailed and robust web-based admin system that the Member Services Representatives are trained on daily. Everything is kept 100% secure and backed up so you know your clients’ information is safe.
Online Member Fulfillment System
Customers are given the tools to stay fully informed and comfortable with their chosen plan. In addition, easy-to-use provider locators and fully downloadable fulfillment materials are brought right to the members’ fingertips moments after plan purchase.
PCI Compliant
All personal and financial information is kept safe and secure. Clients have peace of mind knowing that everything is fully PCI-certified and compliant.
Advanced Phone System
Urgent situations can arise. It is absolutely necessary to be prepared for whatever happens. A state-of-the-art smart phone system provides quick and accurate information to the customer, delivered with care and sincerity. Management continually monitors incoming calls to ensure that members are receiving the highest quality of service.
Online Agent Back Office
You are in the driver’s seat with an entirely web-based Agent Back Office management and administration system. Behind a secure login, you and your team will be able to manage your agents, members, and much more.
Advanced Reporting Tools
It is important it is to stay ahead of the curve. That’s why our subsidiaries provide you with access to custom and standard business reports tailored to fit your specific needs.