Gain access to our technology, marketing, training, support, and compliance solutions. We’ll walk you through our simple onboarding process to start you on the path to success.
Schedule a Consultation
Talk directly with our co-founders to see how we can take your business to the next level.
Technology
Maximize your efficiency with technology systems designed by agents and built in-house.
The Compass Presentation Navigator has launched Compass into the top 10 nationally for Health Sherpa enrollments. Quote Health, Life, and Supplements in one seamless presentation and enroll your clients without double data entry.
2
Medicare Automation
Quote Medigap, Advantage plans, and Supplements in one seamless presentation. With a simplified Medicare presentation, your clients easily understand their options. An automated SOA process and automated age-in notifications make managing your Medicare business a stress-free process.
3
Group Automation
Get cutting-edge prospecting technology and targeted marketing lists of company decision-makers. Simplify and streamline everything with automated employer compliance, COBRA and ACA reporting, and employee enrollment.
4
Presentation & Follow-Up Automation
Easily analyze plans side-by-side, automate your quoting, presentation, analysis, and client follow-up. Send all follow-up costs, benefits, and brochures with one click. Our system allows you to educate prospects the right way for industry-leading persistency.
5
Lead Flow Automation
Get full control over your lead flow with our proprietary lead platform. Choose the state and counties you'd like to receive leads in and access all lead vendors in one place. Order shared, exclusive, or live transfers and receive lead funds based on your production.
6
Client Management Automation
Manage your clients and prospects so no one slips through the cracks. Automate emails, scheduling and campaigns to your current clients and prospects and track all client communication for compliance and efficient client servicing.
7
Automated Forms & Policy Tracking
Keep your client data in a centralized, HIPAA-compliant database with our automated form systems and seamlessly track the policies you've written to easily reconcile with your carriers.
8
Technology Support
Access tech support for your tech issues through a direct office line, ticket submission, or live chat.
Carrier Partners
Contract with Over 150 of the Nation's Top Carriers
Get Started
Join over 400 agents who’ve seen massive growth by joining Compass.
Shem Barlow
Compass Elite Agent
"Compass changed the way I run my business. They provide the best tools available in the industry."
"In my first few weeks as an agent, I earned as much in an entire year at my previous job."
Jennii Fielding
Compass Agent
"The wealth of knowledge that the office staff, the partners, and the other agents have is unparalleled."
Oscar Mink
Compass Elite Agent
"Compass provides all the technology and marketing tools you need and they don't charge you for anything."
Colby Hatch
Compass Elite Agent
Jen Hanson
Compass Agent
"The technology that Compass offers is definitely state of the art. They are always pushing the envelope."
Elevate Your Business
Ready to Take Your Insurance Business to the Next Level?
Enhance the way you achieve your goals by leveraging our technology, marketing, training, support, and compliance solutions.
