About us
What is Trusted Enrollment?
Trusted Enrollment is a CRM built for insurance agents and agencies, plus a lead marketplace where licensed agents can buy insurance leads. Track clients, enrollments, documents and application status in one place, across Health (ACA), Medicare, Life, Property & Casualty and ancillary products. Use the CRM on its own, buy leads on their own, or use them together.
What we do
Track
Clients and households, enrollments, documents and application status, with renewals flagged before they come due.Sell and call
An agent dialer that logs every call, callbacks, call history, and team tools like the leaderboard.Source
A lead marketplace for Health, Life and Property & Casualty leads (opening soon).
Who it is for
Solo agents
One place for your book, your calls and your renewals.Small agencies
Shared leads and clients, with managers who can see the whole team.Call-center and team agencies
Dialer, callbacks, call dispositions and a leaderboard for every agent.
How the pieces fit together
- Marketplace
- Delivery: your CRM, Excel/CSV or your own system
- Work the lead
- Enroll
- Track and renew
What we are not
- Not an insurance company or carrier. We don't underwrite, issue or sell insurance policies.
- Not a guarantee of sales results. We don't promise any contact, enrollment or sales rate.
Ready to get started?
Join the waitlist for the CRM, leads, or both.