Protection Plan
Pay $10 for the next 9 months, with your annual subscription
- Includes Compliance Plan Plus
- Market Acquisition Strategies
(Agency zoning QR codes)
(Agent Stores QR codes)
(Sales IDs QR codes) - 10 year Storage (up to 500 docs/y)
Additional storage plans may be purchase at discounted price.
Key Features
Compliance Consent Forms
Best Practices;
Electronic Verifiable Consent
Verifiable Eligibility Application review
Docs. secured location storage
Retention of Commissions
Assists agents before proper authorities as witness to their best practice
Market Acquisition Strategies
Your Agency and your agents both growth and development is possible by market and clients segmentation including separate IDs in each consent for proper recognizition and organizational purposes and yet Eligibility Application Review is possible for agent compensation auditrail
Why Should Health Insurance Agents Trust Us?
In a competitive market like health insurance, protecting your business is essential. Our platform specializes in providing compliance solutions specifically designed for agents like you.
Industry Expertise: We understand the unique challenges health insurance agents face because we are part of this community.
Legal Protection: Our forms meet the highest regulatory standards, providing you with support during audits and legal disputes.
Confidentiality and Security: We know how valuable your clients’ information is. That’s why we ensure your data is safeguarded with cutting-edge technology.
Time Savings: We offer simple, practical, ready-to-use tools so you can focus on what you do best—taking care of your clients.
Commitment to You: We are here to support you for the long term, helping you protect your client portfolio and your reputation.