EnrollTools - Brokers
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Flawless Enrollment Execution

The Broker solution provides turn-key support for open enrollment. Staff your cases with trained counselors, manage logistics with our advanced scheduling tool, and keep clients informed with automated communications.

BROKER FEATURES

  • Counselor Staffing & Training: Access our network of professional enrollers ready to deploy for your cases.
  • Enrollment Support: We manage the logistics so you can focus on your client relationships.
  • Scheduling Tool: Coordinate enrollers and appointments with our advanced logistics platform.
  • Text & Email Communication: Keep HR managers and employees informed with scheduled, compliant messaging.
  • Enroller Tracking & Reporting: Real-time data on enroller activity and case progress.
  • *Tech Subsidy/Variable Levels: Your partnership could qualify for subsidies, reducing your operational costs.

Build Your Custom Plan

Every brokerage is unique. Schedule a call to build a custom support plan that aligns perfectly with your business goals.

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