We have been looking to see if there are any exiting solutions that enable agents ( initially health ) 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?
( cross-post with health forum )