Aggregating Client Data from Multiple Carrier Portals

[TechBroker]

We have been looking to see if there are any exiting solutions that enable agents to aggregate data from multiple carrier and WBE portals into a single system to track status of enrollments, policies, payment status, NPN attribution and customer PII. Although useful in OEP, we expect that it would be also useful to identify changes in client status throughout the year. If there are not any viable solutions, we are considering developing such a product. For agents with multiple carrier appointments / GA relationships across multiple states, this would seem to be a needed, if not essential capability.

Are there solutions already for this? Is this capability of value?

 

[kgmom219]

We have been looking to see if there are any exiting solutions that enable agents to aggregate data from multiple carrier and WBE portals into a single system to track status of enrollments, policies, payment status, NPN attribution and customer PII. Although useful in OEP, we expect that it would be also useful to identify changes in client status throughout the year. If there are not any viable solutions, we are considering developing such a product. For agents with multiple carrier appointments / GA relationships across multiple states, this would seem to be a needed, if not essential capability.

Are there solutions already for this? Is this capability of value?

To the best of my recollection, it does not exist.

Yes, it would be of tremendous value, BUT we have no guarantee of a viable 2017 OEP for brokers. So I wouldn't spend a lot of money or effort until we see how commissions look next year.