Policygenius Pro is a life insurance fulfillment platform that combines technology and licensed agents to help consumers get the coverage they need. Launched in 2022, it combines a custom-built CRM system, superior insurance products, and unique carrier integrations, making it the largest producer of term life insurance in the country.
Portal Platforms
Carrier Portal Platforms for Agents. Also, Industry portals that can be integrated using APIs such as Electronic Health Records.
Connecting Each Touchpoint on the Sales and Customer Success Journey.
Trusty.care’s end-to-end sales & customer support experience platform has all the software and integrations needed to connect all stakeholders in the health insurance ecosystem, from point of sale to commissions analytics to member engagement and retention. Our modular approach seamlessly connects data, teams, and members to optimize your sales processes. Each module is powerful alone, even better together.
Trusty.care helps your business Connect, Automate, and Grow
Health Intelligence Platform
Sell more policies and deliver better customer experiences with comprehensive access to Electronic Health Records (EHRs).
Equisoft Self-Service Portal
The Equisoft Self Service Portal is an insurance dedicated secure portal meant to provide all the policy information directly to the policy holder and the agent, anytime and on any device. It is meant to replace all the paper work and answers most of the questions that agents and policy holder have on their policy. It also enables users to make changes in real-time to their policies and avoid filling up paper forms to change an address.
So not only does it improves significantly the customer experience by providing 24/7 self-service access, but it reduces dramatically the cost of servicing from an carrier operation perspective. The Servicing portal also have provides many agent specific functionalities related to compensation, commissions and pending applications.