Yes. You can use eBroker Software to enroll your clients who qualify for an SEP. It will still capture their plan info and place it into Broker Portal as well as embedding your NPN with the enrollment.
Does eBroker Software offer any training?
Yes! Visit us on YouTube for eBroker Software tutorial videos.
Does eBroker Software work with State-Based Marketplaces?
Per CMS regulations regarding state exchanges, eBroker Software is currently available in the following 37 HealthCare.gov states: AL, AR, AZ, DE, FL, GA, IA, ID, IL, IN, KS, LA, ME, MI, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, OH, OK, OR, PA, SC, SD, TN, TX, UT, VS, WI, WV, and WY.
Do you sell the Quote Engine or the CRM product separately?
No. Both products are free to registered users outside of Open Enrollment. Our $50 monthly fee during the three months of Open Enrollment includes both the Quote Engine and Broker Portal CRM for exceptional value.
How do I get certified on the Federally Facilitated Marketplace (FFM)?
Can I use eBroker Software for both on-exchange and off-exchange enrollments?
We are currently an on-exchange only option for the FFM states. We also offer a quote-only option in Idaho. However, if a client doesn’t want or qualify for a subsidy, you can use eBroker Software to enroll them into an ACA-certified plan.
What information gets stored in the Broker Portal CRM?
All client data (with dependent info, if appropriate), including policy details, email communications, history, applications, and SBC information are all stored in one convenient location. You are also able to upload any documents you would like to attach to the client records.
Using the side-by-side enrollment option eliminates the need for a consumer account creation, saving you and the consumer time. If a client completes the application on their own using your embedded engine, it takes about the same time as going direct to HealthCare.gov.
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eBroker Software is free during SEP! Sign up and get full access in just 3 minutes! Simply fill out this form and click Create your account! to begin. Questions? Please contact us at 800-918-4229.
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