Back Office Support System
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BOSS is the Next Generation of CRM Platforms. It is a full-service portal for Agents and Agencies to manage and grow their businesses.
BOSS Allows Users to Easily Access:
Full Services CRM
Marketing Tools
Production Reports by Carrier and by Agent
An Electronic Licensing System
Agent’s Information, including licensing and Ready to Sell Status
Commission Reports and Statements
Integrations with Connect4Insurance
Join the, “BOSS”
All-In-One Dashboard
Portal 4 CRM
Your Back Office Support System
HIPAA & SOC 2 Compliant
Stay in compliance, Securely store & leverage all your data in one place
One-Click Integration with Enrollment Tools
Eliminate date re-entry, automate more, & easily leverage enrollment data to grow
ProGen Al Optimizaitons
Detect processes to automate and approve with a click
Sales, Marketing, & Metrics All in One Place
Referrals and Online Review Generator
Identify your happiest clients with surveys
Digital Scope of Appointment Form
Collect Permission to Contact with a branded form
Marketing Automation
Convert, retain, & expand relationships
AI Cross-Sell Recommendations
Generates cross-sell recommendations
AI Retention Recommendations
Offer better plans based on new year plan changes
Client & Prospect Summaries
All interactions recorded with prospect or client in seconds
Marketing Calendar
Easily Schedule custom, personalized emails
Smart Forms & Surveys
Collect data, and personalize your recommendations (drugs, doctors, pharmacies, and priorities)
Landing pages and Funnels
Run lead and marketing campaigns
Free Educaitoal Email Content
Client high-quality branded email
Coming Soon
Phone Integration with Call Recording
Easily record calls, ensure compliance and store recordings on the prospect and client record
Commission Check
Import your commission reports to ensure you’re paid properly on all policies
Portal 4 Agents
All Info From Writing Agent up to TOH!
Features
- Production Repots, by Carrier, By Downlin (incl, Book of Business Reports)
- Commission Reporting – Payments & Statements
- On-Demand Contracting- Request New Contracts, New Agents, Add States, Change Levels, or Advancing
- All-In-One, Ready to Sell For Medicare Carriers
- Industry Updates and Calendar of Events in One Place
- Certification, E&O Information and Discounts
- Manage All Lines for Business – Not Just Medicare!