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INSXCloud

by INSXCloud · Since 2011
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ActiveAvailable globallyCloud
Quick facts
VendorINSXCloud
Year launched2011
StatusActive
Location4040 Embassy Parkway Suite 270 Akron, OH 44333, United States
Countries servedGlobal
Languages8
IntegrationsN/A
Free tierNO
Free trialNO
Contact salesYES

About INSXCloud

INSXCloud is a cloud-based Enhanced Direct Enrollment platform designed to simplify the process of quoting and enrolling clients in health insurance plans, particularly those offered through the Affordable Care Act marketplace.

INSXCloud is a cloud-based Enhanced Direct Enrollment platform designed to simplify the process of quoting and enrolling clients in health insurance plans, particularly those offered through the Affordable Care Act marketplace. The platform allows agents to complete the entire enrollment process within a single system without needing to redirect to external government portals, which improves efficiency and reduces application delays. Its interface is designed to resemble a modern e-commerce experience, providing a clear and logical enrollment flow that minimizes data entry through smart search tools and guided steps. Agents can also offer a branded direct-to-consumer portal that allows clients to explore and enroll in plans independently while still maintaining the agent’s involvement in the process. INSXCloud supports quoting and enrollment for health plans as well as ancillary products such as dental, vision, and supplemental coverage, enabling agents to bundle multiple policies in one transaction.

Pros & Cons

Pros
  • Easy-to-use platform with minimal learning curve, making ACA plan comparisons and enrollment straightforward for all users.
  • Allows side-by-side comparison of up to 12 ACA plans, simplifying decision-making for small businesses and individuals.
  • Provides clear, professional ACA plan comparison PDFs, enhancing communication with clients and improving transparency.
  • Application intake forms can be emailed to clients, saving time and streamlining the enrollment process.
Cons
  • CMS compliance rules prevent administrators from editing applications when they are not the Agent of Record
  • Platform focuses primarily on health insurance workflows and offers limited support for property and casualty lines

Features

Key features

Enhanced Direct Enrollment (EDE)

Enables agents to complete on-exchange ACA enrollments entirely within the platform without being redirected to HealthCare.gov.

Integrated Provider Lookup

Features an upgraded search tool that identifies which specific doctors and providers accept various insurance plans.

Direct-to-Consumer Portal

Supports a white-labeled e-commerce experience where clients can self-enroll through an agent-controlled marketing message.

Integrated 'Pay Now' Functionality

Allows agents to set up initial premium payments during the enrollment process for many supported carriers.

Custom Marketplace Creation

Empowers agencies to build a personalized storefront by selecting specific carriers and ancillary products to offer.

Additional features

Enhanced Direct Enrollment (EDE) Platform

Facilitates the quoting and enrollment of on-exchange ACA health plans directly through the software.

Ancillary Coverage Marketplace

Offers a variety of off-exchange products including dental, vision, accident, and short-term medical options.

Provider Search Tool

Includes an upgraded lookup feature to verify doctor participation in specific insurance networks.

Direct-to-Consumer Enrollments

Allows agents to provide a link for clients to complete their own insurance applications online.

Agent-Led Enrollment Support

Provides a professional interface for agents to guide clients through the selection and application process.

Plan Comparison Engine

Enables the generation of professional proposals that compare features and costs of different health plans.

Real-Time Subsidy Determination

Calculates client subsidy eligibility for ACA plans without leaving the INSXCloud environment.

In-Platform Premium Payment

Features a 'Pay Now' option to help effectuate policies by setting up client payments during enrollment.

Carrier Selection Control

Allows agencies to curate which specific insurance carriers are displayed on their marketplace.

Marketing Control

Ensures agents manage the branding and messaging sent to their clients rather than the software provider.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
8
Interface languages
13
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianPortugueseChineseJapanese

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇭CHF🇨🇳CNY🇮🇳INR🇷🇺RUB🇧🇷BRL🇲🇽MXN🇦🇪AED

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