FOR AGENCIES
Proactive has been instrumental in supporting established health insurance agencies in their growth journey by reducing costs and improving efficiency. Additionally, we have assisted new companies in setting up sales floors, providing end-to-end support from concept to operations. Our platform-as-a-service equips your agency with all the essential infrastructure required to enter the industry successfully. For established agencies, we offer exclusive tracking platforms to further enhance their operations.
What We Offer:
SALES RECRUITING
Our in-house recruiting firm specializes in finding the best closers. Period. We’ll keep your seats filled with licensed agents.
MARKETING, TECHNOLOGY, & REPORTING/ANALYTICS
See where your money is going. Get granular with the details. See how each agents is performing with each lead source. Track your performance and making data-driven decisions.
LICENSING, APPOINTMENTS, AND CONTRACTING
For state-licensed appointments and contracts with customers, we’re here to address all the fine print
SCRIPTING AND SALES MATERIALS
Gain access to our scripts and sales materials that we’ve spend the better part of a decade building, refining, and perfecting.
REGULATORY & COMPLIANCE
The compliance team at Proactive has years of experience handling legal needs of insurance agencies.
CUSTOMER SERVICE & RETENTION
Our teams knows how to answer policyholder questions and address concerns in a professional, understanding, and friendly manner. Our team knows how to prevent chargebacks and cancellations: by providing excellent customer service.
HUMAN RESOURCES AND PAYROLL/COMMISSIONS CALCULATION
Save time, money, and hassle by utilizing our team of in-house professionals. Pain-free commission calculations and payroll is something we take great pride in.
Our objective is to manage the intricate infrastructure essential for a thriving health insurance agency. By entrusting us with the backend operations, you can dedicate more time and resources to assisting your clients in finding the perfect insurance plans.
Our pride lies in the excellence and diversity of our health insurance products designed for the under-65 market. Representing our carriers will be a rewarding experience, as we ensure the highest quality coverage without any compromises.