Related Products
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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.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Medicare distribution executives who need one operating platform to manage calls, policies, commissions, compliance, routing, retention, and performance visibility
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Audience
Insurance brokers
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$7,500 per month
Free Version
Free Trial
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Pricing
$70 per user per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationEnrollHere
Founded: 2024
United States
enrollhere.com
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Company InformationPolicyFlow
Founded: 2013
United Kingdom
policyflow.co.uk
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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Integrations
Feefo
Mailchimp
QuickBooks Online
Trustpilot
Xero
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