
CompareHealth
This innovative quoting software enables advisors to instantly compare 92 personal health insurance plans from 12 providers across nine provinces in Canada. Streamlining the process, it allows customized filtering based on clients’ specific needs, including optional benefits and paramedical coverage, helping advisors save time and effectively close more business.
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Top CompareHealth Features
- Instant plan comparison
- Supports 92 insurance plans
- 214 plan combinations
- Filter by client preferences
- Generate PDF or Excel reports
- Yes/No benefit questionnaire
- Client Quoter access link
- Notifications for client activity
- Select supported provinces
- Apply button for applications
- Shortlist preferred plans
- Exclude medical questionnaire plans
- Calculate group benefit options
- Track Quote ID for 60 days
- Export up to six quotes
- Customize broker commission links
- Social Media Graphics Library
- Comply with CLHIA regulations
- Instant pricing calculations
- Easy plan design navigation