Open Enrollment ends
soon! Jan. 15th
CRM is in Beta!
Free for a limited time!
THE SIMPLE WAY TO MANAGE CLIENTS AND TRACK COMMISSIONS
Keep everything organized in one place. Import clients, manage contracts, and never miss a commission payment again.
Features
Everything you need to manage your insurance business efficiently
Contract Management
Track all your contracts across ACA, Medicare, Supplemental, and Life insurance carriers in one place.
Commission Tracking
Calculate current and projected yearly commissions. Know exactly how much you should be paid each month.
Client Management
Import clients from Health Sherpa, track client statuses, and easily filter to find which clients need attention.
Coming Soon
New features that will make your work even easier
Document Management
Upload files and make notes on client profiles. Keep all your consents and documentation in one secure place.
AI-Powered Features
Use AI to make updates to your files, clients, and notes. Let automation handle the tedious tasks while you focus on growing your business.
Simple, Transparent Pricing
Choose the plan that works best for you
Free $0
- 100 Clients
- Commission Tracking
- 5 Notes per Client
- 5 Files per Client
- 500MB File Storage
Pro $10 /month
- Everything in Free
- Unlimited Clients
- Unlimited Notes
- AI Features
- Transcript Sales Calls and Suggestions
- Consent/Enrollment Review E-Signs