Features

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Features
Enrollment 123
Billing
Agent
Medicare Advantage
Carrier Accel
Carrier Connect
Billing TPA

Enrollment 123

Enrollment123

The flexibility of the Enrollment123 Platform allows for customization to best suit each client’s unique business model for complete end-to-end management of group and individual products, recurring billing, and agent management.

Enrollment and Data Collection

Utilize a powerful rating engine based upon product and carrier requirements to enroll members and collect imperative enrollment information at the point of sale.

Agent Management

Set an effective workflow to get agents appointed quickly and efficiently. Utilize replicated sales websites across your agency to efficiently enroll members based off of carrier and state-specific requirements.

Billing/ Premium Collection

Automate payments to ensure accurate and timely member payment collection. Ability to set daily, monthly or flexible billing meeting organizational and carrier needs.

Fulfillment

E-fulfillment and online member portals allow for quick access to imperative member resources and documentation. Automated fulfillment allows you to communicate to members important dates, plan details and member ID cards.

Policy Issuance

Securely set policy issuance with no agent changes allowed and based on carrier requirements. Ensure the right members are enrolled with the right plans.

Commissions

View commission payouts in real-time to stay on top of your commission management and plan for agent payouts set to your company standards.

Reporting

Limitless report customizations allow you to pull the appropriate member or sales data you’re seeking. Built in reports allow you to pull fast and accurate member and agent data.

Vendor Remittance

Stay current on money owed to vendors through real time tracking, customizable reporting, and the ability to report back to vendors based on requested time frames.

User Experience

Roles-based access allows you to limit what is accessible to selling agents and provides company security. A mobile friendly interface allows you to access E123 from any location.

Billing123

Billing 123

Billing123 provides efficient and consolidated recurring billing solutions for your member base.

  • Recurring member billing
    • Automate payments to ensure accurate and timely member payment collection
    • Ability to set daily, monthly or flexible billing meeting organizational and carrier needs
  • Same Day or Future Billing
    • Collect member payment in real time, or set for a future date to ensure payments due are collected
  • Consolidated Billing
    • Collect for multiple benefits in one transaction, then easily disburse to separate entities
    • Reduce customer confusion with one point of contact
  • Multiple Payment Solutions
    • Provide members the ability to pay via ACH or credit card
    • List billing for groups

Agent 123

Agent123

Agent123 provides a thorough solution to ensure your Agents are successfully appointed before selling. A multitude of reporting solutions allow you to track and manage sales initiatives and commission payments.

  • Commission Management
    • View commission payouts in real-time to stay on top of your commission management and plan for agent payouts
  • Agent Management
    • Set an effective workflow to get agents appointed quickly and efficiently
    • Utilize replicated sales websites across your agency to efficiently enroll members based off of carrier and state-specific requirements that enable you to track member sales by agent

MedAd123

MedAd123

MedAd123 provides accurate member and commission data in real time to manage your Medicare Advantage membership and agent commissions.

  • Book of Business Management
    • Full visibility to Medicare Advantage policy activity
    • Save rejected enrollments
  • Commission Management
    • Never miss a commission check
    • Identify errors, save money
  • Customer Relationship Management
    • Manage renewal process
    • Maximize member lifetime value

CarrierAccel123

Carrier Accel 123

CarrierAccel123 provides carriers a multitude of solutions with membership lifecycle management.

  • Full Lifecycle Policy Management
    • Maintain organizational standards from point of sale through the lifetime of the policy
    • Enrollment and engagement branding standards meeting company expectations
  • Individual or Group Enrollment
    • Single platform to manage individual and group enrollments
  • Internal or Third-party Sales Supported
    • Increase sales volume through internal and third-party selling agencies all within the same platform
  • Audit, Control and Compliance Standard Guaranteed
    • Reporting and agent/ member management allow you to proactively approach your compliance standards, in-turn reducing member and third party complaints

CarrierConnect123

Carrier Connect 123

CarrierConnect123 offers carriers and product vendors access to E123’s extensive distribution channel to expand your sales efforts.

  • Product Launch
    • Launch multiple products on a single platform
    • Configurable product catalog and agent hierarchy with API system integration functionality
  • E123 Independent Distribution Network
    • Increase revenue quickly with industry leading compliance
    • Access to over 250,000 Independent Agents
  • Single data source
    • Lower cost, fewer errors and enhanced compliance
    • Automated exception reporting

BillingTPA123

Billing TPA 123

BillingTPA123 offers comprehensive billing, enrollment and eligibility services so you can focus on sales while we help you to strengthen your membership retention and reduce your overhead costs.

  • Unified TPA, LLC Billing TPA
    • Licensed in 42 states
    • Providing managed billing, enrollment and eligibility services
    • We manage and lead product implementations, agent administration, customer service, accounting, billing, enrollment and eligibility services for Associations, Agencies and Employers
  • Dedicated Agent and Member Services Team
    • Reduce your overhead costs by outsourcing your agent and member management functionality
  • Unified TPA, LLC and E123 Integration
    • Unified TPA, LLC is fully integrated with the E123 Technology Platform for streamlined member and agent management and reporting
  • Compliance Management
    • Reduce chargebacks and minimize DOI complaints to strengthen your sales retention