The CRM
Run your whole book in one place.
Trusted Enrollment is a CRM built for insurance agents and agencies to track clients, enrollments, documents and application status. It covers Health (ACA), Medicare, Life, Property & Casualty and ancillary products. You don't need to buy leads to use it.
Features
Everything an agent or agency needs to work a book of business.
Clients and households
Every lead and client in one list, with household details for ACA quotes, notes and full history.Enrollments and application status
Record ACA, Medicare and Life sales and follow each application from submitted to approved.Document storage
Upload application documents to each order, with a checklist of what is still needed.Calls, callbacks and dialer
An agent dialer that times and logs every call with a disposition, tracks agent status, and schedules callbacks you won’t miss.Team management and leaderboard
Managers assign leads, see every agent’s activity, and keep score on the leaderboard.Carriers and products
Keep your carriers and plans in one catalog that every order picks from.Audit log and DNC list
Consent records, sensitive-data access and lead deletions are logged; the dialer blocks numbers on the DNC list.Renewals
Renew, change or end a plan in a few clicks, with reminders before renewals and term dates.
Pricing
Pricing coming soon
Billed monthly per user.
Compliance built in
- Do Not Call list. Numbers on your list are blocked in the dialer.
- Audit log. Managers can see consent records, every SSN reveal and every lead deletion.
- Role-based access. Agents see their work; managers see the team and the audit log.
Try the CRM
Join the waitlist or request a demo. Already a user?