Agent Tool

Enroll Clients From Anywhere.
No Paper. No Fax. No Delay.

Complete a full enrollment from your phone, tablet, or laptop — with e-signatures, SOA, and same-day confirmation built in.

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How It Works

Five Steps. One Seamless Flow.

From first quote to confirmed coverage, every step happens digitally — no printing, no scanning, no waiting.

Quote

Pull real-time rates

Select Plan

Compare & choose

E-Signature

Sign on any device

SOA

Scope of Appointment sent

Confirmed

Same-day confirmation

Agent completing a digital enrollment on a laptop

Platform Features

Works Everywhere You Work

Our enrollment platform is built for agents in motion. Whether you're at a kitchen table, on a video call, or in a senior center — the experience is identical and fully CMS-compliant.

Works on iOS, Android, Windows, and Mac — no app install required
Full e-signature capture on touchscreen or mouse
Scope of Appointment generated and delivered instantly
Real-time carrier eligibility check before submission
Offline mode — complete enrollment, sync when back online
Automatic backup to your client record in the CRM

Same Day

Coverage confirmation delivered

Medicare Advantage (MAPD)

Medicare Supplement / Medigap

ACA / Marketplace Health Plans

Life Insurance & Final Expense

Dental, Vision & Supplemental

Hospital Indemnity & Annuities

Enrollment Methods

Meet Your Clients Where They Are

Every enrollment mode is fully supported — from a phone call across the country to sitting side by side at the dining room table.

Remote by Phone

Walk your client through the enrollment verbally while you complete the form on your end. An e-signature link is sent via SMS — they sign from their phone in seconds.

Voice Assisted

Video Call Enrollment

Share your screen on Zoom, Teams, or Google Meet. Clients see exactly what they're signing and can ask questions in real time — just like an in-person visit.

Screen Share

In-Person Digital

Bring your tablet or laptop to any meeting. Clients sign on your screen directly — no clipboard, no pen, and no paperwork to mail in afterward.

Paperless

Agent reviewing compliance documents on a laptop screen

Compliance Built In

SOA and Compliance Docs — Handled Automatically

Every enrollment automatically generates a compliant Scope of Appointment, timestamped audit trail, and carrier-ready documentation package. You stay protected. Your client stays informed.

SOA auto-generated and emailed to client immediately after signing
Timestamped enrollment records stored for 10 years per CMS requirements
Carrier-specific forms pre-loaded and always up to date
HIPAA-compliant data handling with 256-bit encryption
Instant PDF summary sent to client's inbox upon confirmation

Enroll Clients From Anywhere. No Paper. No Fax. No Delay.

Five Steps. One Seamless Flow.

Works Everywhere You Work

Meet Your Clients Where They Are

SOA and Compliance Docs — Handled Automatically

Ready to Enroll Clients Faster Than Ever?

Enroll Clients From Anywhere.
No Paper. No Fax. No Delay.