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Free Enrollment & CRM Software

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Free Enrollment & CRM Software

Insurance Corner— The Agent Portal

All our agent partners have access to a free insurance CRM software, called Insurance Corner. This software is a one stop shop for all your appointment needs. You have the ability to quote & enroll and manage your clients data.

Insurance Corner Enrollment/CRM Portal

  • Simplified, all-in-one enrollment tool for Medicare & ACA
  • Efficiently write business virtually, over-the-phone or in-person
  • Eliminate clutter, errors, & pending applications
  • Manage client data with a CRM portal (sort by policy, effective date, carrier)
  • Market your book-of-business (track birthdays, clients turning 65, etc.)
  • Create a paperless file for each client
  • Compare Medicare Advantage/PDP options based on your client’s prescription drugs

Get Started with Insurance Corner

Sign Up for the Portal

Agency CRM

  • CRM (Customer Relationship Management)
  • Sales and Marketing Automation
  • Renewal reminders
  • Automated Text, Email for New Leads
  • Performance Analytics and Reporting
  • Policy Management
  • Workflow Automation
  • Training and Onboarding Resources
  • Integration Capabilities
Get Started Today

Interested in becoming an Agent Partner?

We are looking to build partnerships with insurance professionals who will always put the needs of their clients first. If you want to grow your business while helping those in your community, then we are interested in YOU!

864-396-2681

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Insurance Corner

2418 SC-72 H, Greenwood, SC 29649

864-396-2681

Insurance Corner

112 S Main St, McCormick, SC 29835

864-466-9933

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