Menu
HealthyAmerica's partner, InsureSync, has created a comprehensive platform designed to streamline the enrollment process for health insurance.
This innovative platform integrates a CRM and lead management system, Certified ACA Enrollment, and Ancillary ezAdd enrollment tools, allowing users to manage all of their enrollments from a single, convenient location.
For more information, to schedule a demo, or sign up for InsureSync, please contact us at 800-964-8331. We are eager to assist you and answer any questions you may have!
InsureSync is designed to streamline your sales process and maximize your productivity when enrolling clients in ACA and Ancillary product. This robust platform includes:
InsureSync is owned by Infite Spark, LLC (dba InsureSync) and is distinct from the Health Insurance Marketplace website. The platform adheres to all federal laws, including those that protect the privacy and security of personally identifiable information, ensuring your client's data is handled with the utmost care.
With InsureSync, you are not limited to carrying your ACA appointments through HealthyAmerica to sue this enrollment platform. You can sell ACA produts using your existing arrangements with your NPN or as a sub-agent under HealthyAmerica's ACA contracts. This flexibility allows you to use your time more efficiently, elminating the need to switch between different enrollment sites, thus freeing us more time to make sales.
By choosing InsureSync, you empower yourslef with a smarter, more efficient sales tool that both support your current and future business needs.
InsureSync offers many out-of-the-box features helpful to agents who market health and supplemental insurance. Below is a list of some of the features included with InsureSync.
| Out-of-the-Box Solution | Solution Description |
|---|---|
 Lead Management |
Import & upload leads populating info on lead like name, address, etc. Assign leads to users in sub-group. |
| Customer Management |
Pin, add flags, notes & documents to customer as well as record number of phone calls to customers. |
| User Management |
Admin areas to set up user sub-agents & logins as well as authorize & select products available to user. |
| Work Flow Focus |
Pin and flag customers. Utilize the jump feature as well as add contact reminders to customers. |
| Data Filtering |
Query customer data to narrow any list of customers or enrollments. Filtering is also available for reports. |
| Reports |
Admins have access to lead, volume & persistency reports for all agency sub-producers. |
| Data Export |
Export commission data to your agency commission pay system. You can also export customer lists. |
| Mail & Email Templates |
Conduct mail or email campaigns (like re-enrollments for ACA) or send personal letters direct from InsureSync. |
| Auto-Dial Functionality |
Tie in your digital phone dialing function to call directly from the imported lead in InsureSync saving the agent time. |
| Customization |
Add agency company logos and customization to have a more personalized agency experience. |
| ACA Enrollment |
Seamless ACA Enrollment process. Complete a certified ACA enrollment from eligibility to finished application on the platform. |
| ezAdd Ancillary |
Simply add supplemental insurance and non-insurance plans alongside ACA qualified health plans, all in InsureSync. |
These features are designed to support agents and agencies in managing their insurance processes more effectively, ensuring that they can focus on their clients and sales goals. With InsureSync, you have a reliable partner in navigating the complexities of health insurance enrollment and management.
For individual producers affiliated with HealthyAmerica, we are pleased to offer InsureSync at no set-up or monthly cost. This special offer allows you to access the platform without any initial financial commitment, making it easier for you to enhance your insurance enrollment process. To get started, simply request an account by reaching out to Molly Powell at molly.powell@healthyamerica.biz or call us at 800-964-8331 ext 201.
If you represent an agency or require customizations, please visit InsureSync's website for detailed pricing information. InsureSync offers flexible pricing models to accommodate various business needs, ensuring that both individual agents and larger agencies can beneift from the platform's robust features. The website provides comprehensive details on pricing options, allowing you to select the package that best suits your requirements.
Accessing InsureSync is straightforward. Whether you are an individual agent or part of an agency, the process is designed to be as smooth as possible, allowing you to focus on what matters most - serving your clients efficiently.
insuresync.com