What's included
Claims help, plan changes, beneficiary updates, billing disputes and Medicare complaints as cases on the client.
SLA tiles, mine-or-everyone views, assignment and a detail pane beside the list.
A case offers only the status changes that are allowed from where it is.
AEP, OEP and birthday-rule windows, with the Annual Notice of Change evidence for each client.
Enroll renewal opportunities into a campaign in one request.
Churn and at-risk widgets with a scan of policies likely to lapse.
Retention
Persistency cohorts, renewals by carrier and lapse risk show where the book is holding and where it is slipping, down to the policies behind each number. Carrier feeds that report something Kaffeine cannot apply automatically go to a review queue instead of silently overwriting a policy.
Every call, text, email, appointment, SOA, quote, enrollment and policy on one page per client, newest first.
Learn moreDrip campaigns across text and email, audiences, forms, landing pages and lead intake, with STOP and unsubscribes honoured everywhere.
Learn moreDashboards for pipeline, performance, policies and carriers, a report builder, scheduled delivery, and drill-down to the records behind any figure.
Learn moreStatements in, producers paid to the contract, books that close. A commission engine with a double-entry ledger underneath.
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