Broker Book of Business & Renewals App

HS INNOVATION LAB PLATFORM

Project Type
Technologies
  • iOS
Roles
  • Creative Design
  • Information Architecture
  • Quality Assurance
  • User Experience Design

Health insurance brokers manage their entire business in one place, quick-and-easy.

At a desk, on a phone, wherever you are.

Empower your brokers with a powerful mobile CRM app that they can use in the field or in their office. With full client details just a tap away, brokers won’t miss a renewal opportunity or let a hot prospect fall by the wayside. It’s incredibly versatile; request a demo and we’ll show you what we can do.

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Track commissions, payments and more!

With fully-integrated commission, billing and payment reporting, brokers will always know where they stand, who their star clients are, and the health of their business.

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Data, data,
data!

Charts provide all the information a broker needs to know about their progress in condensed and easy to understand sections.

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Spreadsheets?
Of course.

If numbers are more your thing, there’s plenty of that too. Take your numbers offline, drop them into your own tools, it’s all good.

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Full-featured?
To say the least!

  • A fully detailed book of business at your brokers’ fingertips.
  • Complete census information and management for business clients.
  • In-app policy renewal process for quick and easy renewals in the field or in the office.

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HS Innovation Lab Platforms
Quick, efficient, cost-effective implementation.

We’ve already laid the foundation, so why not have us build your perfect solution on top of it? We create our platforms with customization and easy implementation in mind. Get in touch, tell us what you need and we’ll show you how it can be done.

Now that you've seen an example of our process, let us know how we can apply it to your project.