Agent & Broker Articles

Key features of INSXCloud that improve efficiency for agents and brokers

INSXCloud’s Enhanced Direct Enrollment (EDE) platform includes 12 features that can improve the efficiency of quoting and enrolling your clients in health coverage.

Key features of INSXCloud that improve efficiency for agents and brokers

Why am I required to complete identity proofing when using INSXCloud?

Identity proofing on INSXCloud is required for all agents. Learn what identity proofing is, and how it prevents another person from assuming your identity.

How do I add coverage for an existing customer?

Learn how to easily add dental, vision, or other coverage for an existing client using the INSXCloud platform, with pre-filled applications and step-by-step guidance to streamline the process.

Why do I need to resolve data matching issues?

Learn why it’s important for you as an agent to quickly resolve data matching issues and how INSXCloud can help.

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