Phase 2 — in development
Two doors. Pick yours.
Portals are coming: one for the team, one for members. Preview what each will offer and join the list to be notified at launch.
Broker & Agent Portal
One login for the whole practice — your dashboard matches your role.
- ✓Pipeline, dialer, and intake tools for producers
- ✓Team roster, licensing, and agency page tools for owners
- ✓Appointment booking synced to your calendar
Member Portal
One member login, three views — Individual & Family, HR Advocate, and Employee.
- ✓Your policies, documents, and payments in one place
- ✓Group enrollment tools for HR advocates
- ✓Plain-English benefits for employees