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#Health insurance customer management software software

HealthConnect offers a variety of quoting plans that have produced more than 20 million quotes. HealthConnect is a quoting system for agents that allows them to, in seconds, access multiple carriers in multiple markets. The Ebix Group quoting portal is secure, reliable and accurate. Multicarrier quoting solutions allow agents to quote multiple carriers and an assortment of plans in a quick and efficient manner. Product Overview Multicarrier Quoting Systems

Scalable, enterprise-class transactional performance.

In-depth analysis and reporting on providers for multiple plans and key market segments.

Ability to create multiple quotes by carrier, premium, plan type, deductible, co-insurance, co-pay and effective date.

Real-time comparison by multiple carriers and rates side-by-side, along with comparisons of ancillary plans for dental, vision, life, STD, LTD, etc.

By combining content and functionality, HealthConnect has become the premier network connecting buyers and sellers of employee benefits. HealthConnect has developed a domain expertise that is unrivaled in the field. Each day 6,700 insurance agents across 17 states generate 10,000 quote requests on the HealthConnect network. It is utilized by three principle constituents involved in these industries-insurance carriers, agents and buyers (employers, employees/members and individuals.) Since 1993 HealthConnect has successfully completed over 50 carrier implementations. Encryption means you can connect without compromise and get your work done from the office, from home, or on the road.Ebi圎nterprise's Online Quoting Portal, HealthConnect, is the leading Health Insurance Exchange for buyers and sellers of health insurance and employee benefits. Security protocols allow you to work through the web with peace of mind. Access Rubex from a web browser, desktop application (PC/Mac), or mobile application (iOS/Android). This means you can use Rubex from nearly any device with an internet connection. Rubex is a SaaS system that operates from the cloud. Setting up Zonal OCR is easy-it takes less time than training a new employee on data entry. It even automatically files the insurance document in eFileCabinet. Using basic OCR-optical character recognition-Zonal OCR recognizes and auto-populates data for you.

If you work with lots of document types (and we know you do), Zonal OCR is like hiring a super-speedy, extra-efficient virtual assistant who specializes in data entry.

Never send a document via email attachment or expose yourself to the data breach risks of email again, right from the Rubex interface.

#Health insurance customer management software software

Rubex’s client portal software is as easy as email, but far more secure with 256-bit Advanced Encryption Standard (AES) bank-grade security. You can also establish multiple workflows, making it easy to map out automated file routing for the different types of documents you produce or receive on a regular basis. With Rubex by eFileCabinet, you can design workflows that are as simple or complex as your firm requires. Automated workflow will save you lots of hands-on time, as documents are automatically routed from creation/collaboration, revising, and versioning, to evaluation and approval. Your customers rely on your services for peace of mind, but on whom do you rely on to guarantee yours-especially when it comes to legal compliance, customer retention, document management and agency growth? As guardian to your clients’ peace of mind, simple cloud storage and CRM just won’t do: The insurance industry demands an insurance document management software solution that facilitates the collaboration, security of information, and accessibility that agents need if they wish to remain competitive.Ĭhances are you work with lots of repeated documents in repeated patterns. If you want to keep all your documents in one place and manage them securely, Rubex by eFileCabinet is the best insurance document management solution for you, whether you’re a captive agent, independent agent, broker, or broker-agent. Rubex by eFileCabinet gives insurance professionals all three. Like your customers, you deserve peace of mind, financial security, and savings.

One of those tools is insurance document management software.

Want to build your client list as an insurance professional? You’ll need the insurance tools that’ll help you outpace the competition.