Smarter Sales Software

Customer Relations, Lead Database, Sales Managment, and ACA Enrollment in one simple platform.


CRM & LEAD MANAGEMENT
 SOFTWARE SOLUTION
CERTIFIED ACA 
 ENROLLMENT PLATFORM
NO "PER APP" FEE FOR
 ACA ENROLLMENTS
PRIVATE LABEL & SUB-GROUP FUNCTIONALITY FOR AGENCIES

Skip to SEctions Below to See Why InsureSync Is The SOlution


About Our Software


InsureSync offers a feature-rich CRM and ACA / Healthcare.gov certified enrollment platform.

LEAD  MANAGEMENT
UPLOAD LEADS
DISTRIBUTE LEADS

CUSTOMER MANAGEMENT
ADD NOTES & DOCS
RECORD # OF CALLS

USER MANAGEMENT
SET UP SUB-AGENTS 
LICENSES & LOGINS

WORK FLOW FOCUS
PIN & FLAG CUSTOMERS
CONTACT REMINDERS

DATA FILTERING
QUERY DATA 
CREATE REPORTS

REPORTS
LEAD & VOLUME REPORTS 
PERSISTENCY REPORTS

DATA EXPORT
COMMISSION EXPORTS 
EXPORT CUSTOMER LISTS

MAIL & EMAIL TEMPLATES
MAIL OR EMAIL CAMPAIGNS
PERSONALIZE LETTERS

AUTO-DIAL FUNCTIONS
CALL FROM LEAD FILE 
SAVES AGENT TIME

 CUSTOMIZATION
COMPLETE AUTO SET-UP 
SPECIAL PROGRAMMING

AFFORDABLE PRICES
TIERED PRICING
AGENTS OR AGENCIES

ACA ENROLLMENT
SEAMLESS PROCESS
NO VERIFYING OR WAITING

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CRM / LEAD MANAGEMENT FEATURE DEMO
ACA ENROLLMENT PLATFORM DEMO

Demo Our Software


Get a sneak peek at InsureSync and how it will benefit you in your sales process.  Not only will InsureSync offer the same type of integration of ACA / Healthcare.gov enrollment, it also will provide you with the tools you need to be successful and maintain your customers.

How Does the ACA Platform Work?
InsureSync is a Web-Broker. When you take an application in InsureSync, it immediately takes you to Healthcare.gov where the username is already prefilled.  You then enter your password.  There is no verifying identity, no waiting on an email and there is a short version of the application. When eligibility results are given, you hit return to user website which takes you back to InsureSync to complete the transaction of the sale.  It is a seamless process and very easy to complete.

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InsureSync Pricing Table

Single User

99 apps or less/week

LICENSING FEE
$35.00 /mo
PER USER FEE

NO Additional Fees

  • ACA Enrollment Platform
  • Reports & Exports
  • CRM / Lead Managament

    No Additional Per User Fee  

    Designed for Individual Broker  

    NO PER APP FEES  

Tier 1 Level

100 - 499 apps / week

LICENSING FEE
$350.00 /mo
PER USER FEE

$5.00 / mo

  • ACA Enrollment Platform
  • Reports & Exports
  • CRM / Lead Management

    Private Label

      Sub-Group Options  

    NO PER APP FEES  

Tier 2 Level

500 - 999 apps / week

LICENSING FEE
$500.00 /mo
PER USER FEE

$10.00 / mo

  • ACA Enrollment Platform
  • Reports & Exports
  • CRM / Lead Managament

    Private Label

      Sub-Group Options

    NO PER APP FEES    

Tier 3 Level

1000 apps + / week

LICENSING FEE
$1000.00 /mo
PER USER FEE

$15.00 / mo

  • ACA Enrollment Platform
  • Reports & Exports
  • CRM / Lead Management

    Private Label

      Sub-Group Options

    NO PER APP FEES    
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If you want us to program your agency, add your current database, admin, users, and sub-groups, we also offer Customization for $90/ hr.

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Agencies, Call Centers & Multi-User Platforms

Do you own an agency, call center or will need a multi-user platform?  We offer three tiers of production volume levels that determines the license fees as well as user fee.  There are NO Per Application Fees with our ACA Enrollment Platform.  We also provide the opportunity for customization for a small fee of $90 / hour if you want us to do special programming or add your current database, set up your admin, users and sub-groups. With InsureSync, we can cater to your agency or call-center needs.  Just ask us! We want this software to work for your agency or call center for all your future sales needs.

Reports

Get usable reports that will help you maintain your database and help you keep up with your business.

Exports

Do you use an outside commissions system to pay your agents? You can export the data to your commission system easily.

Sub-Group Functionality

Create sub-groups to pass leads to certain groups, show leader boards within those groups and more.

PRivate Label Feature

Add your logo for a personlized agency feel to the software.  Your agents will see your branding on the platform.

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CRM / LEAD MANAGEMENT FUNCTIONS


InsureSync offers you all the tools you need to maintain your customer database as well as the added feature of distributing and maintaining your leads.

Lead Management

Upload your purchased real-time leads automatically from the vendor and distribute them to your sales force.  You can distribute the leads how you choose.

Customer Management

Lead is populated with most of the viable information. You can include notes, files, docs and records the number of attempted phone calls.  You can also send emails to your customers. 

User Management

Set up sub-agents as well as administrators. Under administrator, you can enter the licenses, logins, etc for each sub-agent.  Once the sub-agent is set-up, when they take an application, it automatically populates their agent codes.

Work Flow Focus

You can pin, flag and highlight customers.  You can set up reminders to check on your customers.  There is a customer service function that allows the admininstrators to handle customer issues while the agent keeps selling.

Data Filtering

InsureSync offers you the ability to query and sort your data to make the functionality of the program work best for you.

Reports & Data Exports

Administrator can do commission reports, lead reports, persistency reports, volume or total sales reports.  It can be sorted to work for you.  Data Export will allow you to upload the data in to your commission system whether it is APL or your own system.

Mail & Email templates

There are preset templates for mailing or emailing your clients about new products, birthdays,  or renewals. The customer list you choose can be personalized using the mail merge function.

Auto-Dial Functionality

You go to the lead and hit the phone symbol and through the software, it will automatically dial the customer.  This saves important time for the agent allowing them more sales.

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What Now?

Get started today with the Smarter Sales Solution, InsureSync