Enrollment - Agency Management System/CRM for Health & Life Insurance

The Challenge

Disconnected Enrollment Processes Create Delays and Errors

Once a plan is selected, enrollment begins — but without an integrated platform, brokers and HR managers often rely on manual tracking, email follow-ups, and duplicate data entry to get it done.

Common roadblocks include:

Managing plan selections through separate systems, emails, or spreadsheets
Employees not having access to clear, relevant plan details during enrollment
Manual formatting is required to prepare employee elections for carrier submissions
No easy way to track opt-ins/opt-outs or completion status
Re-entering enrollment data into AMS or CRM platforms

Graphic showing how easy enrollment is in Quote+

The Solution

Integrated Employee Enrollment with Smart Data Sync

Quote+ makes enrollment easier for everyone — brokers, HR managers, and employees — by using a single platform to either guide employees through self-service plan selection or enable brokers to manage enrollment on their behalf. Whether employees complete elections or broker assign plans directly, Quote+ structures the data for carrier submission and syncs group info back to AMS+ (for AMS+ users).

Want to see how this works in action?

Request a Demo

The Old Way vs. Quote+ Way

Challenge	How Quote+ Solves It
Employees are confused or delayed during enrollment	Self-service portal lets employees select or waive coverage with full visibility into pre-approved plan options
Employees can't access or complete enrollment	Brokers can assign elections directly in Quote+ for employer-led or tech-limited groups
Managing elections via spreadsheets or email	All employee data and elections are tracked and stored in Quote+
Reformatting enrollment info for carriers	Quote+ outputs selections in carrier-ready formats — no re-entry or formatting required
Tracking who has or hasn't completed enrollment	Built-in tracking shows completion status and opt-ins/opt-outs
Re-keying data into AMS or CRM system	Enrollment data syncs directly back into AMS+ for brokers using both solutions

What's Next In The Workflow

Simplify Enrollment for Any Group

Whether employees enroll themselves or you manage it for them, Quote+ makes the process fast, accurate, and frustration-free.

Schedule a Demo

FAQs

Common Questions About Employer Enrollment & Plan Selection

Enrollment FAQs

Do employees use a separate tool to enroll?
No. Employees use the same Quote+ portal they accessed for MHQ collection, reducing friction and confusion.
Can employees use the system to manage qualifying life events (QLEs)?
Yes, employees can update their information for QLEs prior to the next enrollment period, making Quote+ an excellent solution for groups who aren't large enough to warrant a full ben admin system. You can save time and money by using Quote+ for groups who don't need all the fuss.
Can brokers complete enrollment on behalf of employees?
Yes. Quote+ supports both employee self-service enrollment and broker-led workflows. For smaller groups or employees without computer access, brokers can assign plan elections directly in the system — no paper forms or manual data entry required.
Can I control what plans employees can choose?
Yes. Brokers set up the plan options based on the employer-approved selections, so employees only see what they're eligible for. While making their selections, employees see pricing, along with the employer's contribution, allowing them to make choices based on their final cost per pay period.
How is enrollment data submitted to carriers?
Quote+ automatically formats all enrollment selections into a carrier-ready format. No spreadsheets or manual prep required.
Does this connect to AMS+?
Yes. For clients using AMS+, completed enrollment data syncs directly to their AMS+ account — no duplicate data entry needed.