Broker Portal

Enable Brokers to Do What They Do Best—Sell Your Plans and Products

Simplify Operations to Help Brokers Grow Sales

Your goals are already aligned with your brokers’ — to sell and upsell your plans and products. Now, align your operations so they can do so quickly and efficiently. Zipari’s Broker Portal is a highly configurable self-service portal that gives health insurance brokers and agencies the power to acquire and retain more of your members.

Request a Demo

Simplify Operations to Help Brokers Grow Sales

Your goals are already aligned with your brokers’ — to sell and upsell your plans and products. Now, align your operations so they can do so quickly and efficiently. Zipari’s Broker Portal is a highly configurable self-service portal that gives health insurance brokers and agencies the power to acquire and retain more of your members.

Request a Demo

Feature Highlights

Zipari’s Broker Portal takes broker engagement to a new level with limitless integrations, automated workflows, seamless quoting, enrollment, upsell opportunities, renewals, and much more.

Person looking at the Zipari Website
  • Serve all markets efficiently

    Transform CX across all verticals with broker portals for Medicare, Individual/Family, Small Group and Large Group, and Third Party Administrators

  • Communicate seamlessly

    Share vital information with alerts and notifications, secure messaging, chat integration, document sharing, and DocuSign

  • Capture real-time data

    View broker performance and activities and renewal and termination trends with access to robust reporting and analytics

  • Promote transparency

    Make vital information easily accessible, from benefit summaries to plan comparisons, fast eligibility checks, enrollment, commissions, and account rosters

  • Streamline workflows

    Configure workflows to promote clarity and support success

  • Protect your tech investments

    Integrate seamlessly with your existing data sources and technology

Platform Powered

Zipari’s Broker Portal is powered by our revolutionary CX Platform, the foundational technology suite that ties everything together, enabling flexible scaling, easy configuration, and ensuring a consistent experience across the board.

Zipari CX Engine
Leverage a normalized data exchange for all health insurance data feeds and capture consumer behavior data from any third-party system to bolster customer profiles.

Zipari CX Capture
Use predictive analytics to leverage member value, member sentiment, and clinical personas and determine personalized next-best-actions for each consumer.

Zipari CX Profile
Provide tailored next-best-actions based on real-time consumer engagement.

API Gateway
Access a pre-built library of ready-to-go workflows for members, providers, and brokers, with industry connectors that seamlessly integrate with payer and partner systems. 

Highly Secure & Compliant
Rest easy knowing the platform delivers a highly secure and compliant environment for all products and solutions.

Maximize Your CRM Investments
Run on your existing CRM technology to capitalize on existing investments and get the most value from dollars you’ve already spent.

Let's Break Through

We make it easy to break away from ineffective engagement and generic CRMs with powerful digital experiences for every consumer you’re serving.

Let’s break through together.

Request a Demo