New Business Quoting and Enrollment

In our constant pursuit to improve the customer experience, Optima Health is excited to announce a new eBroker experience coming this Fall.

This fresh tool will enhance eBroker quoting (for small and mid-market groups) and e3 web enrollment (for all groups) by providing:

  • intuitive customer experience
  • customer-ready proposals, including plan comparison
  • improved Book of Business visibility
  • increased self-service options
  • track quote status from quoting to enrollment
  • ability to attach documents reducing the need for emails
  • expanded web enrollment (e3) to all groups
  • web enrollment capability (e3) upon initial sale
  • accessible from mobile and tablet devices

Our Enhanced Customer Experience Focuses on These Core Themes:

A man and woman sharing the view of a tablet computer

Functionality

  • new comparison and proposal tools
  • sold case submission capability
  • web enrollment option for all groups
A woman using a laptop

Automation

  • intuitive, easy-to-use platform
A woman looking at graphs on a computer screen

Efficiency

  • quicker turnaround times
  • track status throughout the group quoting to approval process

Please visit and bookmark our dedicated site for new information.  You can also find the upcoming training session that works best for your schedule. Please note that registration is not required and all sessions will cover the same material. After attending a training session, you can expect to understand:

  • create quotes for small, mid-market, and level funded
  • enroll small, mid-market, level funded, and large groups
  • how to access reports
  • view your Book of Business
  • and more!

The training sessions will be supported by on-demand short videos and reference guides. We have developed a brief video to demonstrate system functionalities prior to our formal training sessions.

Learn More  Access Training  Watch Video