Health Insurance

Health Insurance CRM and Marketing Platform | Agently

Streamline Your Health Insurance Business with Agently

At Agently, we know that navigating the health insurance landscape can be complex, especially when it comes to helping clients find the right coverage under the Affordable Care Act (ACA). That’s why we’ve developed a powerful CRM and marketing platform specifically for health insurance agents. Built by agents for agents, Agently gives you the tools to manage your clients, simplify your processes, and focus on what truly matters: providing affordable health care solutions and increasing your commissions.

Why Agently for Health Insurance Agents?

As a health insurance agent, you work tirelessly to connect individuals and families with affordable and comprehensive health care plans. Agently makes it easier by providing a centralized platform to manage leads, communicate with clients, and automate your marketing efforts. With Agently’s health insurance CRM, you’ll have everything you need to stay organized and help more people find the right coverage.

  • Efficiently Manage Leads: Track ACA enrollments, Medicare inquiries, and private insurance leads all in one place.

  • Provide Client Quotes: Via your website that is built in Agently allow clients to get an estimated premium with our interactive quote form.

  • Personalized Client Profiles: Keep a detailed record of client health plans, policy details, and interactions to provide personalized service and advice as well as signed consent forms.

  • Automate Client Communication: Use pre-built templates to send follow-up emails, reminders about open enrollment, and updates on policy changes, all automatically.

  • Simplify ACA Compliance: Ensure that you’re staying compliant with Affordable Care Act regulations and deadlines, while easily tracking subsidies and tax credit information.

  • Maximize Referrals & Reviews: Our automation process will ask for referrals and reviews on auto pilot.

Affordable Health Care Made Easy

At Agently, we understand the importance of helping your clients navigate their options under the Affordable Care Act. Our platform allows you to streamline the enrollment process and ensure that your clients are receiving the best possible coverage at an affordable price.

With Agently, you can:

  • Track ACA Open Enrollment Periods: Stay on top of key dates and deadlines, ensuring your clients never miss out on important coverage opportunities.

  • Subsidy and Plan Comparison Tools: Help clients understand their eligibility for subsidies, compare coverage options, and find the best plans within their budget.

  • Automated Reminders for Renewals: Stay engaged with your clients year-round by automatically sending reminders about renewal dates and changes in ACA policies.

  • Easy Integration: Sync with the tools you already use, including popular email platforms, social media channels and lead vendors.

  • Grow Your Database: Either launching your own ads, importing ads from lead vendors and generating referrals Agently will help you grow your database

Built for Health Insurance Agents by Health Insurance Agents

Agently was developed by experienced health insurance agents who understand the unique needs of this fast-paced industry. We know how crucial it is to provide affordable health care solutions while managing a high volume of clients during open enrollment periods. That’s why Agently is equipped with tools that make it easy to handle multiple leads, manage client data, and automate follow-ups, all while ensuring compliance with health care regulations.

Maximize Your Efficiency During Open Enrollment

The open enrollment period is a critical time for health insurance agents, and Agently makes sure you’re ready to meet the demand. With features designed to handle high client volumes and time-sensitive enrollments, you’ll be able to:

  • Manage ACA and Private Health Plans: Easily navigate both marketplace and off-market health plans, ensuring you’re offering the best options for each client’s unique situation.s.

  • Lead Segmentation: Prioritize your efforts with lead scoring and segmentation, focusing on high-potential clients who need immediate assistance with ACA or Medicare enrollments.

  • Comprehensive Reporting: Track client activity, measure performance during enrollment periods, and gain insights into which marketing efforts drive the most results.

The Agently Advantage

In a highly competitive health insurance market, Agently provides the advantage you need to succeed. Our platform simplifies client management, automates your marketing efforts, and delivers insights that boost your performance—allowing you to help more people access affordable health care while growing your commissions.

Developed with Agents, for Agents

At Agently, we’ve built a CRM and marketing platform specifically for health insurance professionals—because we’ve been in your shoes. Our goal is to provide you with the tools you need to make a real impact in people’s lives, by connecting them with affordable and reliable health care plans. Every feature in Agently is designed with your success in mind, making it easier for you to focus on serving your clients.

Ready to Grow Your Health Insurance Business?

With Agently’s health insurance CRM and marketing platform, you’ll have everything you need to manage leads, nurture client relationships, and close more sales—while ensuring your clients get the coverage they need. Take control of your business today and see how Agently can transform your health insurance sales.

Get Started with Agently

Sign up for a free trial or schedule a demo today to see how Agently can help you deliver affordable health care solutions and grow your health insurance business.