Insurix

Individual & Family

Insurix offers a complete sales solution for the Individual and Family market from product selection tools to payment and enrollment. Our software provides consumers with personalized product choices that most ideally meet their individual buying criteria. The solution offers the buyer a direct purchasing experience or the ability to conduct a broker assisted purchase. The Insurix Individual platform provides better quality information about the ongoing sales process including; better management reports, management alerts, and instant access to sales activity.

More and more health plans are recognizing the large and growing opportunity that exists in selling to the individual and family market. Insurix can help with a comprehensive selling platform specifically designed for the unique demands of this marketplace.

System Highlights

  • Health Questionnaire Intake
  • Auto accept/reject logic
  • Application Scoring
  • Flagging and Messaging
  • Risk Factor Override Capability
  • Third Party Scoring Integration
  • Plan selection Guides and Wizards
  • Payment Collection
  • Offline Enrollment Submissions
  • Rate Up Capability
  • Time in Process Reporting
  • Letter Generation
  • Automated Case Management
  • Email Triggers
  • Electronic Signature
  • Claims Review Integration
  • Bar-coded Applications
  • Duplicate Case Check
  • Broker Assisted Work Flow
  • Sales & Activity Reporting
  • Work Queue Management
  • Letter and Form generation
  • Automated Work Flow
  • Automated Enrollment
  • Apply Online
  • Forms & Collateral Fulfillment
  • Broker Assisted Work Flow
  • Auto Code Auto Complete
  • Split Applications
  • Waiver Processing
  • Auto Review Applications
  • External Application Status
  • Supports Offline Applications
  • Enhanced Correspondence Management

Markets

Software Solutions