Broker Portal: Deliver an Integrated Solution that Simplifies Enrollment

A branded solution that ensures data accuracy and supports process automation

Visibility

Real-time view into application workflows

Flexibility

Configurable to support agencies and health plans

Integration

Fully integrate with Docusign for form completion and submission

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Broker Portal and InsureCX combine to:

Develop Trends on Renewals and Terminations

Analyze member behavior and interactions to predict likelihood to renew

Trigger Automatic Workflows

Track and manage workflows to streamline and improve document completion and submission

Leverage Analytics

Identify cross-sell and upsell opportunities

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How can we help you?

Learn how Zipari provides carriers with real-time visibility into the consumer

Learn how Zipari provides carriers with real-time visibility into the consumer experience

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Press

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Customer Experience

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On-Demand Decision Making

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Consumerism

Study: How consumers will drive over $650B of health insurance decisions