Skip to Main Content
Agent Technology

The information, marketing materials, and sales tools available in the Altruis Benefit Consulting Agent Center are for the exclusive use of sales agents actively contracted through Altruis Benefit Consulting only.  Any transmission of the information, marketing materials, and sales tools to any individual or company not actively contracted through Altruis Benefit Consulting without the expressed written consent of Altruis Benefit Consulting is strictly prohibited.

Agent Technology - Altruis Benefits Consulting - INSX

Quoting and Enrollment Tool

  • Market - Under 65 Medical and Ancillary Market
  • Platform Benefits:
    • FREE ACCESS for agents contracted through Altruis Benefit Consulting (Please Note You must be contracted through Altruis Benefit Consulting for every carrier you wish to quote on the platform)
    • Execute Life Changes and Special Enrollment Periods (SEP)
    • Built-in PPACA Calculator for Premium Subsidy, Tax Penalty, and Health Plan Affordability
    • Track your applications from beginning to end
    • Plan comparison tool allows you to show your client multiple options side-by-side
    • Create your own, company branded, private exchange for your client base!
  • CLICK HERE for an INSX Cloud Quoting Demo
  • CLICK HERE for an On-Market Enrollment Demo
  • CLICK HERE to register for INSX Cloud through Altruis Benefit Consulting
  • CLICK HERE for INSX Cloud tech support info

Agent Technology - Altruis Benefits Consulting - CSG

Quoting and Enrollment Tool

  • Market - Medicare Market
  • Platform Benefits:
    • FREE ACCESS for agents contracted through Altruis Benefit Consulting (Please NoteYou must be contracted through Altruis Benefit Consulting for every carrier you wish to quote on the platform)
    • Quote and Enroll Medicare Supplement, MAPD, PDP, Dental, and Vision
    • Plan comparison tool allows you to show your client multiple options side-by-side
    • Incredible "Market Analysis" data tool allows you to show clients historical rate increases, age based increases, and market share data at the carrier level
    • You can include medical conditions for underwriting purposes
  • CLICK HERE for a CSG Actuarial Platform Demo
  • CLICK HERE to register for CSG Actuarial through Altruis Benefit Consulting (join code 7d6a)
  • CLICK HERE for CSG Actuarial tech support info

Agent Technology - Altruis Benefits Consulting - Health_Sherpa_2

Quoting and Enrollment Tool

  • Market - Under 65 Medical and Ancillary Market
  • Platform Benefits:
    • FREE ACCESS for agents contracted through Altruis Benefit Consulting
    • Execute Life Changes and Special Enrollment Periods (SEP)
    • Built-in PPACA Calculator for Premium Subsidy, Tax Penalty, and Health Plan Affordability
    • Track your applications from beginning to end
    • Plan comparison tool allows you to show your client multiple options side-by-side
  • CLICK HERE for the most recent training video
  • CLICK HERE to sign up through the platform
  • CLICK HERE for Health Sherpa tech support info

Agent Technology - Altruis Benefits Consulting - Trusty

Quoting and Enrollment Tool

  • Market - Medicare Market
  • Platform Benefits:
    • Compare and evaluate up to 5000 beneficiary plans in minutes
    • Confirm preferred pharmacies and in-network providers
    • CRM integration available
    • White-labeled client and producer portal
    • Medicare.gov Blue Button integration - automatically enter and save Rx lists for your client base!
  • CLICK HERE for a brief marketing video on the platform
  • CLICK HERE for assistance setting up an account
  • CLICK HERE for Trusty tech support info

Agent Technology - Altruis Benefits Consulting - Logo-2

Our proprietary, web-based referral platform allows you to build and cultivate unlimited referral sources. You can also negotiate commission share directly with your referral source, who also can track the lead progress in “real time.” Watch our Referral Depot video to learn more and then contact us to schedule a demo with our team. 

The Referral Depot Platform

  • Market - All Insurance Sales Markets
  • Platform Benefits:
    • Proprietary, web-based platform to cultivate referrals from your professional network
    • You have the ability to negotiate your commission share directly with your referral source
    • Your referral source can track updates on the business they refer “real-time”
    • The platform allows you to add an unlimited number of referral sources which translates into a non-stop lead source
  • CLICK HERE for a brief marketing video on the platform
  • CLICK HERE for Referral Depot tech support info

Agent Technology - Altruis Benefits Consulting - logo_primary-horizontal

We have exclusive pricing for Altruis agents when it comes to Outbound Engine. Altruis will subsidize your subscription further based on annual production rates. Outbound Engine creates and delivers industry relevant content to your client base through Facebook, Twitter, LinkedIn, and eNewsletters. The platform then tracks customer engagement –allowing you to identify sales opportunities within your own client base. 

Outbound Engine Platform

  • Market - Insurance and Financial Markets
  • Platform Benefits:
    • Outbound Engine is the next level of ongoing client communications for the insurance and financial industry
    • Constant communication over Twitter, LinkedIn, Facebook, and industry-focused newsletters – all curated and delivered by Outbound Engine
    • Exclusive discounts for Altruis Benefit Consulting Agents
    • Additional marketing allowance from Altruis Benefit Consulting based on production
  • CLICK HERE for a brief marketing video on the platform
  • CLICK HERE for OutboundEngine tech support info