The client and policy platform for health insurance agencies
HealthBrokerPro is a customer relationship management (CRM) platform built for independent health insurance agencies. Agents use it to keep every household, policy and conversation in one place — from the first quote to years of renewals.
Clients & policies
One record per household: family members, the policies that cover them, carriers, premiums, renewals and documents.
Quoting & intake
A guided intake questionnaire and quoting tools for individual, family and employer group coverage.
Calls & texting
A built-in phone and SMS inbox so client conversations live on the client’s record. Consent-based; reply STOP to opt out at any time.
Calendar & email
Optionally connect a Google account to sync appointments with Google Calendar and to send and receive work email inside each client’s conversation thread.
Automations
Reminders and follow-up workflows — birthday notes, renewal windows, appointment confirmations — with per-person do-not-disturb controls.
Reporting
Production, retention and book-of-business reporting for the agency.
How we handle your Google data
Connecting Google is optional and per-user. When connected, HealthBrokerPro uses Google Calendar to two-way sync your appointments, and Gmail to send messages you write and to file replies from your existing clients into their conversation threads. We never use this data for advertising and never sell it. Details, including our adherence to the Google API Services User Data Policy's Limited Use requirements, are in the privacy policy.
HealthBrokerPro is invite-only — accounts are created by your agency's administrator.