The Business Management Solution

Customized to Fit Your Needs

ALL-IN-ONE SYSTEM

We provide a frontend and backend system that gives you a complete view of your members, agents and products - from sales to payments to customer service. With our system, you have a powerful, easy-to-use solution to manage your enrollment, billing, administration and operations.

Payments and Billing 

Accept and manage your customer's payments via credit card, ACH bank draft for one time or recurring billing 

Products, Plans, & Services

An administrator will help to setup and customize your products.

Commissions & Paybles 

Real-time tracking and adjustment of vendor commission costs. 

Communication

Implement mass email, SMS text messaging, electronic fulfillment, automated reporting, statements and receipts. 
 

Online Software

Access anytime, from anywhere.

Enrollment Site

Fully customizable enrollment site for account managers and downlines.

Member Management

Manage your customers and leads using our proprietary software.  

Agents & Vendors

Personalized management of all vendors, wholesalers, agents, groups, and affiliates. 

Reporting 

Advanced, fully customizable reporting. Import, export, transmit data using any format. 

Operations & Calendars

Custom work flows and processes. Personal calendars to assign, track, complete tasks. 

Notes & Call and Action Tracking 

Easily add, edit and view  notes. Call and interaction tracking. Recorded action history. 

Documents & Electronic Signatures

Add, store and view documents. Advanced options for E-signature authorization documents.
 

WHAT SETS US APART?

Our Administration.

  • Fully Tailored, Personalized Software 

  • Member Services Staff Equipped to Care for Your Customers

  • Billing Administration

  • Fund Disbursement 

  • Discount Health Product Introductions

  • Lower Wholesale Costs

  • Agent Assistance Help Line 

  • Hard Copy Fulfillment Options

  • Sales and Voice Verification Scripts