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Acquisition & Payments

Quote. Enroll. Manage. Bill. Renew. Everything you need to manage the member lifecycle in one integrated product suite.


Accuracy When it Matters Most

Our eligibility model gives a true single-window view of all your members, protecting your system from bad eligibility data.

  • Access and update each member’s demographic and transactional history in a modern, easy-to-use dashboard.
  • Immediately identify and correct bad data or generate an alert for human intervention.
  • Streamline your reconciliation process with CMS and ensure a high match rate each month.

Big Challenges, Big Results

reconciliation match rate within first few months of implementation
0 %

Hear from Our Customers


Dodge Drop Off and Enhance the Enrollment Experience

Empower brokers and consumers through our guided shopping technology that helps users find and enroll in the right coverage – no matter if it’s on or off-exchange.

User-friendly guided shopping and enrollment.

  • Consumers can navigate plan choices, discovering the best product, through multiple methodologies of decision support.
  • Full cross-sell and shopping cart functionality encourages member adoption of ancillary products.
  • Online quoting, customer status tracking, member management, and renewals increase broker enrollments.

Simplify enrollment while lowering costs.

  • Improve your consumer experience through our guided shopping technology.
  • Enhanced Direct Enrollment Phase 3 allows users to enroll in exchange coverage directly on your site.

Have drop off before enrollment? Send targeted acquisition programs to drive increased conversion.


Money Matters. We Make Getting It Easy.

Capture additional premiums by making it easier to pay the correct bill the
first time, while lowering support costs and improving your customer experience.

Easy and accurate billing reduces member friction.

  • Our simple-to-use payment process ensures you get paid sooner.
  • Members and group administrators can easily manage one-time and recurring payments.
  • Let members see their balance, view invoices, and review payment history online anytime.

Designed with your needs in mind.

  • Take adds and terms into account mid-cycle, allowing for auto or manual adjustments, always generating accurate invoices.
  • Our built-in solution incorporates insurance-specific logic, such as newborn proration calculation.
  • Tailored business rules allow you to automate the dunning process.

Commissions, on Time and Accurate.

Simplify the commission process and ensure your brokers get paid the right amount, every time.

Make it easier for your brokers to work with you.

  • Process balances, calculate commissions, build statements, and approve all with the click of a button.
  • Reduce the time used in broker service calls, decrease print and mail costs, and increase broker satisfaction.
  • Seamlessly supply transactions from our billing solution or easily loaded via a txt/csv file from a third-party system.

Prime brokers with the tools to sell your plans.

  • Give brokers online portal access to their commission statements and compliance data.
  • Allow brokers a view of each customer to ensure timely enrollment, renewals, and paid premiums.


Take the First Step

Ready to revolutionize health journeys for your population? We’d love to speak with you. Fill out this short form and we’ll be in touch.