Leadstream Quote and Enrollment Tool
LeadStream Quoting & Enrollment Tools is for insurance agents and agencies to run quotes, check health conditions & underwriting conditions, send comparisons, save prescriptions, check pharmacies, check demographics, and submit e-applications for select carriers.
What's the process like?
You get access as a active LeadStream Lead Portal customer or as a contracted agent with one active contract.
LeadStream Quoting & Enrollment Tool is free and included with an active LeadStream Lead portal account for non-contracted agents.
The following Medicare Supplement companies are now available for electronic enrollment:
Aetna & companies (continental, etc)
Accendo
Mutual of Omaha (and companies)
Medico
UnitedHealthcare
Heartland
BCBS of NC
THP INS Co
Allstate
GTL
Elips LIfe
Lumico Life
The following Medicare Advantage companies are now available for electronic enrollment:
Humana
What features are included with LeadStream Quote and Enrollment Tool?
Feature 01
Quoting On The Go
Once you are approved, desktop, phone or tablet quoting options are available! Using the same login and password, you can quote from any computer.
Feature 02
Sort by Pricing and Budget
You’ll become more proactive when it comes to your client’s changing needs, finding the products that best fit their budget. Compare rates and customize your quotes.
Feature 03
Compare & Use & Save Drug Data
Compare all carriers and plans, including accurate drug pricing and personalized Medicare options (Med Advantage, MAPD, PDP, & SNP) to ensure reliable plan details and out-of-pocket estimates.
Feature 04
Higher Customer Satisfaction
Simplify your process. Use the best technology to find the plans that best fit a client’s need. Save the data. Plus, save your clients money: total out-of-pocket expenses, including monthly premiums.
Feature 05
Electronic Enrollment
Increase your up-selling potential. Quote and submit a standardized application to multiple carriers all on one platform.
Feature 06
Check Health Conditions
Save time and check health conditions, compare look back periods between carriers to narrow down to specific carriers to write your client with.
Feature 07
Client Manager
Easily store client information and create manageable segments based on key demographics and current plan details. Run new quote options for each segment with the click of a button.
Feature 08
Signature Methods
Several methods accepted, including applicant verification, email signature or text signature. All to help you streamline your process and save you time. Start signing clients today.
Feature 09
Application Dashboard
One platform to manage all completed applications for multiple carriers: plan selection, policy numbers, and applications in progress so you can stay on top of your business.
Feature 09
Analyzing Market Data and Carrier Strength
Know the insurance company's A.M. Best Rating, enrollments, their market growth, years in the market, rating type, rating class, household discount amount, household discount type, and policy fees.
Feature 10
Smart Underwriting & App Logic
“Smart” App technology that verifies the application is accurate and complete before submission. Underwritten in real-time with logic to notify you of declinable conditions and prescriptions.
Feature 10
Competitive Advantage
Track up-to-the-minute quote activity and trends. Forecast the impact on sales based on market activity and product competitiveness. Stay ahead of the competition by identifying changes and trends.
Are you ready to DOUBLE your revenue and sales in 30 days?
Stop worrying about quoting and enrolling customers. Quote and enroll from one platform.