Quoting

Would you be able to find an all-in-one insurance quote solution? Tired of manually visiting multiple carrier websites to find qualifying health plans?

Quoting

Create or manage customer records

Create Or Manage Customer Records
  • The client’s page displays all your clients with active applications and customers who are prospects,
      • This tab gives you access to “book of business” reporting and an overview of your clients’ statuses,
  • Click on a client’s name to view their details page,
      • On the customer list page, you can add or delete a customer.

Importing existing applications from the Marketplace

  • You can search for applications in the Marketplace based on the following:
    • SSN of the applicant,
    • Applicant’s first and last name.
  • The customer record and application details can be updated and saved in your account.

 

Import Existing Applications From The Marketplace

Search, filter, and compare plans.

Search Filter And Compare Plans
  • From the plan presentation page, you can:
      • Search for plans,
      • filter and sort plans based on parameters like the metal plan, carrier, and so on,
      • Help your customer in selecting the plan that best meets their needs

The Quote-to-Cart flow

  •  The flow encompasses:
      • Complete census information,
      • Search for plans,
      • Select the preferred plan and place it into the Cart.
The Quote To Cart Flow

Managing Proposals

Managing Proposals
  • You can download PDF proposals from the Cart page or email the same to customers.

In the news

CNN
New-York-Times
Usa-Today
Washington-post
Cbs-news
nbc
abc
star-telegram
miamiHerald

Frequently Asked Questions

Content always open

.

If Inshura is free, how do you make money?

We provide Inshura for FREE to all Agents and Agencies.

You pay Nothing, Nada, Zip, Zilch.

Here’s how it works:

  • You enter your NPN, Licenses, and Carrier appointments – You are the AOR.
  • If there is someone you have a business relationship with (For example – someone in your Agency), you can configure Inshura to use their NPN for specific carriers. (Inshura has no participation in this.)
  • You can add/change your Carrier/AOR at any time should you attain a direct appointment.
  • The carriers will continue to pay you directly – EXACTLY the same way they are doing now, NOTHING CHANGES.

If you participate in our Optional Programs: The Client Referral Program and our Downline Agents Program, then Inshura will be the AOR.

The Client Referral Program:

  • You immediately have access to many more carriers and plans to serve your customers better.
  • You probably don’t have appointments with every carrier. Referring clients to Inshura or one of our partners gives you access to more plans from a broader range of insurance providers.
  • You receive your referral payment quickly, and Inshura shoulders all of the long-term risks.
  • Plus, you can RECLAIM the customer each year and receive ANOTHER Referral fee each year!

Inshura’s value-added services expand your income opportunities.

Is Inshura fully integrated with the ACA marketplace?

Yes! We fully integrate with the healthcare marketplace (Healthcare.gov). Inshura is CMS EDE PHASE III certified and provides secure, FAST access to the data you need – and you never have to leave Inshura.

Will you reach out to my clients?
No.

Unless you specifically request that we do so for some reason.  Our success is based on your long-term business and we work hard to keep that trust.  Your business is safe and secure.

If you participate in the Client Referral Program, the new AOR (or their representative/enrollment verification personnel) will contact the referred client.

Transferring clients to a new AOR requires the new AOR to contact that client and verify eligibility.

Before joining the program, you review the full details in the Client Referral Program Agreement.

What training do I need?

We designed inshura to be so easy that training should be needed.

Just in case, we’ve included training videos that will jumpstart your success. You can also join our live Webinar training sessions!

And, of course, we’re here to help with any questions!

(888) 306-2590
support@inshura.com

Can I transfer my client base from another system to Inshura?

Yes. Check out this Training Video to see how easy it is to import your current Book of Business!

How do I map the carriers that I am appointed with?

In the Carriers Appointments section, simply select your carriers for each State.

Who is the Agent on Record?

You.

You keep your customers and commissions.

YOU are the AOR (unless you’re working with a partner – then, of course, your partner would be the AOR.) The AOR gets the commission – just like it should be!

If you participate in our Optional Programs: The Client Referral Program and our Downline Agents Program, then Inshura will be the AOR.

The Client Referral Program:

  • You immediately have access to many more carriers and plans to serve your customers better.
  • You probably don’t have appointments with every carrier. Referring clients to Inshura or one of our partners gives you access to more plans from a broader range of insurance providers.
  • You receive your referral payment quickly, and Inshura shoulders all of the long-term risks.
  • Plus, you can RECLAIM the customer each year and receive ANOTHER Referral fee each year!

Inshura’s value-added services expand your income opportunities.

Do I get my own personalized webpage?

Yes!

Inshura creates a fully personalized, unique web page for you. You can tailor the look and feel, add your logo, and more!  With inshura, you get your own unique Customer Portal!

Plus, all your email messaging is automatically personalized with your Logo, Contact info, everything! (and still no extra fees)