HowardCRM

Highlights

• Scope of Appointment & Enrollment Forms — Send, store, text, or email compliant SOA and enrollment forms directly from the platform.
• Carrier-Agnostic Enrollment — Enroll clients in any carrier or plan, regardless of FMO or upline.
• Commission & Policy Lifecycle Tracking — Track commissionable activity, enrollments, renewals, and production across multiple policy types and throughout policy lifecycles.
• Preloaded Medicare & ACA Plans — All Medicare and ACA plans included at no extra cost with current carrier and plan data.
• Household & Contact Management — Organize clients using household grouping, contact hierarchies, and related records.
• Provider & Drug Lookup — Verify physician networks and perform formulary checks with built-in provider and prescription tools.
• Reports & Dashboards — Analyze carriers, plans, products, and segments with custom reports and dashboards.
• AEP-Ready Analytics — Quickly assess MAPD, PDP and Med Supp books to identify opportunities during Annual Enrollment Period.
• HIPAA Compliant & SOC 2 Type II Audited — Independently assessed against HowardCRM itself, not just the platform beneath it. BAA available to every agency; SOC 2 Type II report available under NDA.