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Seamless Integration Between Departments

  • Medicare Insurance specific sales automation tools including lead management, distribution, and aggressive lead follow-up through text, phone, e-mail and ManyChat
  • Automated database mining tools generate high-value prospect lists daily for your sales team including customers eligible for Open Enrollment, Part D, or Spouses turning 65.
  • Automate operational and administrative functions that allow you to fix costs and create scale
  • Integration with CSG Actuarial lets your agents price and compare quotes within AgencyStack
  • “One-Click” Carrier Policy Submissions reduces hundreds of hours per month in manual work
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Make Profitable Business Decisions

Use World-Class Business Intelligence Tools to generate specific reports for every aspect of your business as it happens

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Issue Rate

And More!
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Monthly Commissions

And More!
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Policy Retention

And More!
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Lead Volume

And More!
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Net Sales

And More!
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Revenue

And More!
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Policy Persistency

And More!
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Policies Paid Out

And More!
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Cancellations

And More!

Carve up your data to compare critical information by

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Carrier

And More!
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Stats

And More!
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Sales Agent

And More!
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Downline

And More!
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Policy

And More!
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Policy Type

And More!
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Premium

And More!
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Age

And More!
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Effective Date

And More!

Reconcile against Carrier data easily, efficiently and automatically

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