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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

EnrollHere offers a comprehensive insurance distribution platform designed specifically for agencies and carriers, aiming to streamline and enhance operations from lead generation to commission processing. The suite of products addresses essential operational needs that can function on their own but are intended to work collectively as a unified system for insurance distribution. EnrollHere Complete features a complete range of nine integrated products operating within a cohesive environment, ensuring that telephony, routing, policy management, commissions, compliance, and analytics remain interconnected. EnrollHere Connect facilitates compliant and intelligently directed conversations between agents, equipped with real-time controls, call recording capabilities, monitoring tools, enforcement mechanisms, transcription services, and audit-ready call documentation. Furthermore, EnrollHere Flow offers AI-driven solutions for call tracking and attribution, utilizing features such as dynamic number insertion, multi-touch attribution, session-to-call linkage, rules-based routing, AI-supported routing logic, and A/B testing to optimize performance. By integrating these advanced functionalities, EnrollHere empowers users to maximize efficiency and effectiveness in their insurance distribution processes.

Description

Established in 2001, E123 has become a recognized leader in the marketplace for both insured and non-insured product platforms. The company enables more than 250,000 agents to offer an impressive array of over 14,500 distinctive products to a dynamic base of 1.6 million active members. E123's comprehensive platform facilitates every aspect of the process, from the initial member enrollment and policy lifecycle management to streamlined recurring billing that aligns with your organizational requirements and product plans, as well as effective management of agents and members. Moreover, the adaptability of the E123 Platform allows for tailored solutions that best fit your business model and specific needs, ensuring that every client receives personalized support and resources. This commitment to customization and efficiency is what sets E123 apart in the competitive landscape.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Enzy Yes 

Integrations

Enzy No 

Pricing Details

$7,500 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

EnrollHere

Founded

2024

Country

United States

Website

enrollhere.com

Vendor Details

Company Name

Enrollment123

Founded

2001

Country

United States

Website

sales.enrollment123.com

Product Features

Insurance Agency Management

Claims Management No 
Commission Management No 
Contact Management No 
Document Management No 
Insurance Rating No 
Life & Health No 
Policy Management No 
Property & Casualty No 
Quote Management No 

Product Features

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal No 
Customizable Invoices No 
Dunning Management Yes 
Hourly Billing No 
Invoice History No 
Mobile Payments No 
Multi-Currency No 
Online Invoicing No 
Online Payments No 
Payment Processing Yes 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator Yes 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

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