HEALTH INSURANCE CRM
Run lead follow-up, enrollments, and agency operations from one view.
CallsInQ helps health insurance agencies connect lead capture, conversations, pipeline, enrollment follow-up, and agency workflows so every record has an owner and a next step.
AGENCY WORKFLOW
LEAD TO RETENTION
01
Inquiry captured
Source, consent, and contact details
Source, consent, and contact details
CAPTURED
02
Agent assigned
Ownership and context are visible
Ownership and context are visible
OWNED
03
Conversation active
Calls, texts, and follow-up
Calls, texts, and follow-up
ACTIVE
04
Enrollment tracked
Status, tasks, and required action
Status, tasks, and required action
TRACKED
05
Retention work
Renewal and customer follow-up
Renewal and customer follow-up
FOLLOW-UP
WHAT THE SYSTEM CONNECTS
The agency needs more than a contact list.
The operating view connects the customer conversation to ownership, enrollment work, and the next required action.
Lead and conversation management
Capture inquiries and keep calls, texts, contact history, and follow-up attached to the record.
Enrollment and pipeline workflow
Track stages, appointments, status, assigned agents, tasks, and the actions that keep work moving.
Explore the HealthSherpa CRM workflow
Explore the HealthSherpa CRM workflow
Agency operations
Support reporting, retention work, automation, and connected policy or licensing workflows when included in scope.
Explore agency operations in QBase
Explore agency operations in QBase
AGENCY IMPLEMENTATION
Configure the CRM around the agency lifecycle.
We map the real path from inquiry through enrollment and ongoing customer work.
Agency fit
Best for health insurance agencies with meaningful lead and enrollment volume that need conversations, ownership, policy-related work, and follow-up visible in one system. Integration and compliance scope are confirmed before implementation.
01
Map the agency workflow
Define lead sources, consent, assignment, appointments, enrollment stages, outcomes, and retention steps.
02
Connect channels and records
Configure communication, pipeline, fields, automations, and the integrations included in the project.
03
Train and improve
Help producers and operators use the system, then correct weak handoffs and missing data.
Show us how the agency handles a new lead.
We will map the owners, stages, conversations, and follow-up QBase needs to support.