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Sales and Marketing Tools

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.

Sales and Marketing Tools - Altruis Benefits Consulting - INSX

Quoting and Enrollment Tool

  • Under 65 Medical and Ancillary Market
  • 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)
  • On and Off Marketplace quoting and enrollment capability
  • 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 for a Group to Individual Transition Demo
  • CLICK HERE to register for INSX Cloud through Altruis Benefit Consulting

Sales and Marketing Tools - Altruis Benefits Consulting - CSG

Quoting and Enrollment Tool

  • Medicare Market
  • 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
  • Quotes will break out household discounts as well as any policy fees associated with the carrier
  • 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

Email Templates - Quoting & Confirming Emails

For Applications ON Marketplace

  • We always .pdf and attach the HIM application as well as the Subsidy Eligibility Report
  • We always attach a .pdf of the carrier application if available
  • We always attach any SBC information for the medical plan and dental plan (if selected)

For Applications OFF Marketplace

  • We always attach a .pdf of the carrier application if available
  • We always attach any SBC information for the medical plan and dental plan (if selected)
  • If you have a staff member that will be assisting in entering your clients into a customer/client database we suggest you BCC them on all the confirmation emails. This will serve as the “trigger” for that staff member to load the client information into your database