Agilite enables a multi-channel distribution strategy. Agilite simultaneously supports an in-house sales force, independent agent/brokers, and a direct-to-consumer strategy.

Agent/Broker Channel

Agilite makes writing business fast and hassle free, making you a favored carrier with agents/brokers. 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 approach to processing new and renewal business that makes it simple to use with little or no training. So a health plan can roll the portal out to its agent/broker community with simple instructions. Agents/brokers are productive immediately.

Agilite pushes data capture to the point of instance so agents/brokers enter 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.

Direct-To-Consumer Channel

Agilite enables a direct-to-consumer approach for individual or small group lines of business. Employing a step-by-step, guided approach, applicants can view plan options, get quotes, enter census and personal data, and complete applications online, with all of the privacy and security safeguards that apply to the agent/broker channel.