Sales Automation

Agilite automates all aspects of the quoting and application submission process. Agilite provides the online sales automation tools that health plans make available to their agents/brokers, employer groups, and individuals. Log on from any web browser and begin to work.

Hassle-Free Agent Broker Experience

Agilite provides a private-label, browser-based portal that agents use to manage all aspects of their book of business with a carrier. The Agilite broker portal was designed to be obvious-to-use, with an intense focus on usability. It makes writing new business and managing renewals hassle free. For example, QuickQuotes for multiple plan options can be completed and emailed to a customer in less than a minute.

Agilite incorporates a guided, step-by-step approach to processing new and renewal business that makes it simple to use with little or no training. So health plans can roll the broker portal out to its agent/broker community with simple instructions. Agents/brokers are productive immediately.

Smart Data Capture

Agilite pushes data capture to the point of instance so agents/brokers enter in only the minimum data required for each processing step, with simple cut-and-paste or import capability for entering group census data.

Agilite protects the privacy of the customer-agent/broker relationship and provides for secure communications between the agent/broker and underwriting through a secure, integrated message center. When underwriting issues a final quote or rate action, Agilite automatically notifies the agent/broker through a secure message and generates a final proposal that the agent can forward to his or her customer.