Book of Business
Unlocks value of Medicare Advantage and Med Supp at enterprise scale
Consolidated view
Consolidate enrollment, book-of-business and commission files
Cleaner data
Get more value from your Book of Business
Each carrier has different ways of expressing statuses and often in the specifics of how payments are paid to you. e123 normalizes that data for you to make your data more actionable.
Utilize Commission Advances
Empower downlines to pay agents up front
123 Book of Business uses the e123 Commission module for calculation, tracking, and auditing of advances and commissions. Grow fast with less risk.
Commission generation
Agent and Partner commission generation with many commission structure options.
Detailed reports
Report on key metrics like placement rates, rapid disenrolls, and persistency by carrier, product, downline and agent.
Find missing commissions
Find gaps and take action easily
e123 Book of Business lets you see expected vs. actual - by date, by carrier, by product, by downline, by agent - down to the policy level.
More empowered teams
Better data drives better outcomes
e123 Book of Business uses your schema standards and definitions to normalize data from all sources. This flows to the marketing team for better decisions; provides cleaner data for BI teams for improved reports and models, and eases engineering work massaging data piped to other systems.
One System
"e123 gives us a common system for all our employees and clients."
Instrumental
"E123 was instrumental in keeping us alive in 2020... Every customer support call was answered, every payment was collected, and every commission was paid. And it's all because we switched to E123 and were able to make our team home based using a cloud-based system."
