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About

EnrollHere is a fully integrated insurance distribution platform for agencies and carriers, built to simplify, optimize, and grow operations from leads to commissions. Its product suite solves critical operational functions that can work independently, but are built to operate together as a single system of record for insurance distribution. EnrollHere Complete delivers the full platform with nine integrated products working in one closed-loop environment where telephony, routing, policy management, commissions, compliance, and intelligence stay connected. EnrollHere Connect enables compliant, intelligently routed agent conversations with real-time controls, call recording, monitoring, enforcement, transcription, and audit-ready call records. EnrollHere Flow provides AI-powered call tracking, attribution, and routing infrastructure, using dynamic number insertion, multi-touch attribution, session-to-call linkage, rules-based routing, AI-assisted routing logic, and AB testing.

About

Specialist insurance broking management software. Designed by insurance brokers, built by software engineers. Complete insurance policy administration software solution. Customer relationship management (CRM). Administer commercial and personal clients with multiple addresses and contact details. Track communication and drive marketing. Manage and track the status of multiple quotes and policies. Record detailed risk information. Automate quote requests from underwriters. Record, administer and report on insurance claims. Produce custom financial reports. Enforce FCA compliant documentation. Clear visibility of client data with quick access to further detail. Ability to view multiple clients at a time. Visualize your client's location and plot geographic data such as flood and subsidence. Easy access to client information supports efficient customer service. Document processing and storage. Integrated workflow tasks, events and notes.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Medicare distribution executives who need one operating platform to manage calls, policies, commissions, compliance, routing, retention, and performance visibility

Audience

Insurance brokers

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$7,500 per month
Free Version
Free Trial

Pricing

$70 per user per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

EnrollHere
Founded: 2024
United States
enrollhere.com

Company Information

PolicyFlow
Founded: 2013
United Kingdom
policyflow.co.uk

Alternatives

Alternatives

Go-Insur

Go-Insur

Pancentric Digital
OWLS

OWLS

OWLS Software
mPACS

mPACS

Mandon Software
TIS

TIS

Comtec Global
OPUS

OPUS

OMNIX Software Solutions

Categories

Categories

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Policy Features

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

Integrations

Feefo
Mailchimp
QuickBooks Online
Trustpilot
Xero

Integrations

Feefo
Mailchimp
QuickBooks Online
Trustpilot
Xero
Claim EnrollHere and update features and information
Claim EnrollHere and update features and information
Claim PolicyFlow and update features and information
Claim PolicyFlow and update features and information