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It is VITAL that Agents have the most efficient tools available to run their business. Our technology systems were built in-house FOR agents BY agents to increase your efficiency.
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Ready to automate your business?
Our technology platforms are available to Compass agents and agencies at no cost.
ACA Automation
Compass is in the top 10 agencies in the nation for Health Sherpa enrollments. Our agents write so much business because the Compass Presentation Navigator automates the entire process. Quote health, supplements, and life in one seamless presentation from anywhere in the nation. Then enroll your clients with no double data entry.

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Medicare Automation
Our technology will quote Medigap, Advantage plans, and supplements, in one seamless presentation. Our simplified Medicare presentation will help your clients easily understand their options. We have an automated SOA Process, and automated age-in notifications for the primary applicant and their spouse.

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Group Automation
Get cutting edge prospecting technology and targeted marketing lists of company decision makers. We've automated employer compliance, COBRA & ACA reporting, and employee enrollment. Simplify and streamline everything from quoting to servicing. Get proven presentation templates for all types of employer groups.

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Presentation and Follow-up Automation
Easily analyze plans side-by-side, automate your quoting, presentation, analysis, and client follow-up. With one-click send all follow-up costs, benefits, and brochures. Our system allows you to educate prospects the right way for industry leading persistency.

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Lead Flow Automation
With our lead navigator platform, you get full control over your lead flow. Choose the state and counties you’d like to receive leads in. Access all lead vendors in one place. You can order shared, exclusive, or live transfers depending on your preferences. Compass agents have access to our exclusive lead program to fund their accounts based on production.

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Custom CRM and Scheduling Software
Keep track of your clients and prospects so no one slips through the cracks. Automate emails and campaigns to your current clients, and track all client communication for compliance and efficient client servicing. Clients and prospects can easily set appointments directly on your calendar.

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Automated Forms and Policy Tracking
Keep your client data in a centralized, HIPAA compliant database with our automated form system. Seamlessly track the policies you've written to easily reconcile with your carriers.
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Compass Insurance Advisors
Technology Support
Not tech savvy? No problem. You'll have access to tech support throughout your entire time at Compass. Call the team directly, submit a ticket, or talk with them via live chat.

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