Every agent gets three systems: a health insurance CRM, our commission tracking platform and an agency management platform. Together they give you what you need to run a full agency.
CrestPoint agents get three integrated systems that share information with each other, so you can run your business like an agency from day one.
A CRM made specifically for health insurance agents. Manage your client pipeline, automate follow-ups, track opportunities and set the system up to fit the way you work.
See your commissions in real time as they post, track payments across carriers and know where you stand at any point, without keeping spreadsheets or waiting on statements.
Handle commission splits with your downline agents. Distribute commissions automatically, manage team structure, and let agents see exactly what they're earning from their production and their team's production.
Our agency management platform was made for insurance agencies from the start. It works for a single agent and for organizations with multiple agencies under them.
Track commissions at the per-client, per-carrier, per-agent level. View monthly, YTD, or all-time totals. Import carrier statements directly. See your top-producing agents, top carriers by share and average comp per client in real time.
A complete client database with individual detail views, subscription status, and headcount tracking for group plans. Filter analytics by agent, carrier, date range and geography to see what's happening in your book.
Searchable carrier directory organized by type (Health, Dental, Life, P&C, Medicare) and filterable by state. Request appointments directly from the platform. See which agents are appointed, in which states, and their contracting status.
A Kanban-style pipeline for tracking agent recruitment from first contact through contracting. Time-in-stage indicators show you which recruits need attention, with progress bars and a detail view for each prospect's status.
Geographic coverage maps showing which states have licensed agents. Automatic license expiration tracking, certification management (AHIP, state-specific training), document uploads and expiration alerts, so renewals and deadlines don't get missed.
Manage commission split arrangements between agents or between agents and the agency. Handle proposals, active agreements, dissolved partnerships and buyouts, with a full admin payouts view for agency owners.
Every agent gets a personalized dashboard with comp trends, active client counts, and production metrics. Agency builders get rolled-up views across their entire organization, including sub-agencies.
See It in ActionOne of our partner agencies nearly tripled its team in a single year without contracting backlogs, commission disputes or confusion over who was licensed where and what anyone was owed.
The platform handled onboarding, compliance tracking, commission splits and hierarchy management while the owners focused on recruiting and selling.
They are still growing today, on the same platform every CrestPoint agency uses.
Agents in 12 months
Every agent and sub-agency on the CrestPoint platform gets access to the same systems our current agencies use to grow. It's included in the partnership at no extra cost and with no subscription.