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e123 Enrollment

Enroll single or multiple products to drive cross-selling.  Supports consumer and agent portals. 

  • Flexible enrollment portals
  • Single product, bundle, and multi-product checkout options
  • Flexible rating/qualification system, with “smart” multi-product support
  • Connects to policy issuance systems for automated issuance
  • Rich product management - easily adjust pricing, benefits, and more
Fully white-labelled

Flexible for your own use and for downline partners as well.  The focus is on your brand.

solves problems
Enable experimentation

Dynamically driven portals make it easy to try bundles of benefits or different policies; even when those policies are administered by completely different systems.

increases profits
Check-out only implementations

Already have a selling portal? Leverage e123 for checkout and fulfillment.

Automate fulfillment

Connect to policy issuance systems easily
e123 enables you to automate fulfillment; whether that's document assembly with e-signature that is sent to the correct group, or API based issuance.

Controlled and compliant

Ensure products are sold only by licensed and appointed agents.  Region-specific controls enable you to control where policies can be offered.

saves time
Rich product pricing

Support for multiple pricing methods gives you flexibility and speed to market.  Ensure up to date and precise pricing with dynamic API calls. Or, speed implementation with pre-loaded pricing tables based on geography and demographic data.

enable innovation
Multi-product knockouts

e123 Enrollment enables configuration of knockout questions to apply across policies dynamically depending on what's loaded in a cart.  Speeds enrollment and reduces agent time.

save money
Expanded product access

Easily add products from supported carriers
The e123 Product Marketplace offers thousands of pre-integrated products you can add to your product mix.

Enrollment flexibility and efficiency

e123 Enrollment provides the features you need to make your agents productive while enabling them to sell more.  Plus you get the ability to update products available through the no-code, configuration driven interface - enabling you to easily experiment with new marketing ideas.  It's ideal to help you become creative while empowering downline partners. 

Everything We Do

"We manage everything we do with e123, from cost accounting and invoices to customer relationship management technology, We’ve been able to operate in a fully automated fashion, we’ve simplified our processes and eliminated mistakes."

Jon Karlin
Chief Executive Officer | NEO Insurance Solutions

One System

"e123 gives us a common system for all our employees and clients."

Lauren Becerra-Gongora - GlobalBenefit Administration Services - rect
Lauren Becerra-Gongora
Vice President Operations | GlobalBenefit Administration Services


"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."

Lisa Davis - CEO - SAS - rect
Lisa Davis

Find a fit with your organization

There's no better way than a discussion

Enrollment is at the heart of getting new customers - whether agents or customers are entering the information.  Get past the challenges of siloed systems with e123 Enrollment.  Have an enrollment challenge we can discuss?