message

Propelicy connects the dots in the Medicare Industry

Our web-based solution is the digital backoffice that propels Carriers, FMOs, Agents and Agencies to work effectively in the Medicare space.

Time intensive, &
redundant manual processes are holding back your medicare business.

Our software propels you to greater heights

We are a team of industry experts propelling the Medicare industry into the 21st Century by creating the right technical solutions tailored for varied industry partners.

Propelicy is the platform to facilitate your downlines.

Propelicy web application displayed on a laptop

Automation

Automation

Propelicy sets your business in motion. Take advantage of deeply integrated processes which eliminate redundant and manually intensive tasks.

integration_instructions
integration_instructions

Industry Specific Integrations

Third Party Platforms

Synchronize with built in NIPR, Sunfire, Smart Office and APL integrations to track licensing information, enrollments, and commissions.

Your Business

We work with you to aggregate your data to integrate with our specialized Medicare system.

Carrier Simplification

In-app workflows that automate the import and export of non-uniform bulk data provided by Medicare Carriers.

forum
forum

Broker Communication

Interaction with brokers regarding contracting and commission questions or discrepancies.

bolt
bolt

Fast & Simple Contracting

Onboard brokers faster and make it easy to contract with numerous Medicare insurance carriers and products.

equalizer
equalizer

Follow Your Business

Track your pending and in-force business across numerous carriers.

attach_money
attach_money

Reconcile Commissions

Calculate commissions across a multitude of carrier products and plans.

Transparency & Clarity

Bring everything into focus. Get a real-time view into every aspect of your back office to better manage your business.

Compliance

Contracting

Documentation

Downlines

Enrollment

Communication

Provide Medicare carriers with automated data feeds that track brokers' insurance license statuses across states, AHIP certifications, E&O policies, and overall contract statuses.

lock

“Ready to Sell” Status: Propelicy tracks execution status of contracts between Carriers and Brokers. It archives certifications, contracts, and required compliance paperwork associated with Brokers and provides a searchable index of Broker status and transactions.

assignment

Propelicy provides a historic record of policy sale and searchable repository of certificates, executed Carrier contracts, and other valuable operational documents to stakeholders.

find_in_page

Propelicy provides a custom report that showcases the production of your entire downline by agencies and agents across multiple carriers and active, pending, inactive, and expired contracts.

Propelicy aggregates and tracks numerous carrier policies in our proprietary dashboard for FMOs, Agencies, and Agents. These policies consist of newly written (pending), active, and expired policies over time.

groups

Propelicy notifies stakeholders of lapsed Broker credentials or contracts through system emails and in-app notifications.

question_answer

Transparency & Clarity

Transparency & Clarity

Get a real-time view into every aspect of your back office to better manage your business.

Compliance

Provide Medicare carriers with automated data feeds that track brokers' insurance licese statuses across states, AHIP certifications, E&O policies, and overall contract statuses.

lock

Contracting

“Ready to Sell” Status: Propelicy tracks execution status of contracts between Carriers and Brokers. It archives certifications, contracts, and required compliance paperwork associated with Brokers and provides a searchable index of Broker status and transactions.

assignment

Documentation

Propelicy provides a historic record of policy sale and searchable repository of certificates, executed Carrier contracts, and other valuable operational documents to stakeholders.

find_in_page

Downlines

Propelicy provides a custom report that showcases the production of your entire downline by agencies and agents across multiple carriers and active, pending, inactive, and expired contracts.

Enrollment

Propelicy aggregates and tracks numerous carrier policies in our proprietary dashboard for FMOs, Agencies, and Agents. These policies consist of newly written (pending), active, and expired policies over time.

groups

Communication

Propelicy notifies stakeholders of lapsed Broker credentials or contracts through system emails and in-app notifications.

question_answer

Productivity

Productivity

Aggregate your business tasks to reduce cost and increase production.

person_add
person_add

Onboard Brokers Faster

Manage contracting pipeline to help brokers achieve ready to sell status.

Clients typically see an increase the number of people you're onboarding by 10% or greater.

trending_up
trending_up

Contract Requests

Clients typically see a 25% increase in new contract requests through online contracting methods.

language
language

One Stop Shop

Save time and money by purchasing a one-stop-shop application built specifically to serve the Medicare industry.

Clients typically save $10,000 or more in annual costs related to various non-integrated software costs.

Downlines

Consolidate and manage your downlines across numerous carriers in one place.

Automatically generate a complete view of your downline.

speed
speed

Save Time

Save administrative time by eliminating over-communication with carriers and brokers using traditional channels (e.g. email, phone, etc.).

Reduce administrative time onboarding and tracking broker information and communications.

Clients typically realize time savings of 10 hours or more per week.

Separate your business from the pack

Join the innovators of the Medicare Industry to find out how tomorrow's leaders are utilizing Propelicy to elevate their business.

Contact Us

Thank you, your submission has been received! We will be in touch with you shortly.
Oops! Something went wrong while submitting the form.