Asureconnect Solutions

Asureconnect's Agent Back Office is a powerful and secure online tool that allows agencies and agents to manage, monitor, and track their sales, staff, and downline distribution. 

• Customizable dashboard and permissions
• Track state licenses via NIPR integration
• Appointment status tracking
• Submit service requests
• Custom and robust reporting
• Access customer profiles for billing and ID management
• View compensation statements
• Product resources: training, exams, and brochures
• Compliance tracking and training
  

Asureconnect offers an agent-focused enrollment platform within a single, streamlined system. The real-time, web-based enrollment process is secure, flexible, and simple to navigate, helping agents enhance operational efficiency and support a stronger bottom line.

• PCI-compliant charging
• License and appointment checks
• Customizable for compliance
• Electronic signature integration for sales
• Fully customizable scripts
• Schedule future enrollments
• Easy API integration for rate quotes
• Customized follow-up communication
• Assign additional roles for sales support
• Customer support tools available
  

Asureconnect provides a customer-centered enrollment platform within one convenient, secure system. The real-time, web-based enrollment process is flexible, easy to navigate, and designed to make enrollment straightforward, ensuring a smooth experience for all users including sales agents and consumers.

Our cloud-based, fully customizable Agency and Producer Management System offers a complete onboarding process, including electronic contracting, licensing, electronic appointments, trainings, and compensation set-up.

• Automated contracting with DocuSign
• On-demand NIPR integration for licensing
• Compliance management for inquiries, training, and complaints
• Call monitoring and quality assurance
• Easy transfer of producers between agencies
• Utilities for managing promotional materials and approvals
• Support email for feature requests and bug reports
• Standard and custom reporting options
• Customizable finance and compensation module
• Secure document storage vault
  

We take the headache out of managing carrier payments. We provide the easy distribution and reconciliation of individual member payments to appropriate carrier(s), vendor(s), agent(s), and any other external parties.

• Systemically process payments so parties are paid appropriately
• Custom reporting as per vendor requirements
• Support weekly, monthly, quarterly, and annual remittances
• Summary payment reporting
• Electronic remittance to all parties
  

We provide a flexible, customizable Customer Billing & Reconciliation System that will allow you to track and monitor customer payments and distribute them as per your specific business rules. 

• Access to a fully licensed TPA is available if required. 
• Low-rate merchant accounts for credit card and ACH transactions.
• Real-time and batch transaction processing.
• Dynamic credit card descriptors for visibility.
• Daily effective dates and editable billing dates.
• Flexible billing options: individual/group, monthly/quarterly/annual.
• Electronic eligibility records sent to TPAs.
• Automated collections with follow-ups.
• Decline notifications via email, calls, and letters.
• Automated credit card expiration updates.
• Detailed reporting and chargeback management.
• Customizable fund distribution to parties.

We offer a fully customizable and secure web/mobile-based Customer Fulfillment Application (Service Portal) that allows users to easily access plan information and materials, including self-service features, from anywhere in the world.

• Password-protected with multi-factor authentication.
• Custom insurance documents with integrated fields.
• Share materials via email, PDF, or print.
• Sections for benefits, ID cards, provider locators, and profiles.
• Customizable to showcase key benefits.
• Customer access for billing management.
• Plastic ID card with welcome letter mailed first-class.
• Integration with external benefit providers.
  

The Asureconnect Member App provides easy, customizable access to membership details on the go, with a white-label option for tailored branding. Key features include:

• Downloadable member identification cards
• Access to benefit materials and insurance certificates
• Detailed benefit instructions and descriptions
• Payment method updates
• Dependent management options
• Profile updates
• Tools to locate participating providers and vendors
• And more

We offer a highly customizable Customer Relationship Management (CRM) system for the health and accident insurance space. The system is a secure, PCI and HIPAA-compliant, rules-driven platform designed to keep your business safe.

The Product Administration Portal is a comprehensive solution for managing benefits, vendors, brands, and products seamlessly.

This intuitive platform enables streamlined oversight with powerful content management features, allowing you to customize packages to align with sales and strategic goals. It offers a single, user-friendly interface that enhances operational efficiency and control over unique product offerings.

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Have Questions?

Have questions or need assistance? We're here to help! Whether you're interested in learning more about our solutions or need support, our team is ready to assist you.