Agent Support

FirstEnroll is passionate about streamlining the complexities of health product administration. We're a licensed Third-Party Administrator (TPA) that provides TPA benefits that go beyond just billing. We offer a comprehensive suite of services designed to empower insurance carriers, agencies, and independent agents.

Services Tailored to Your Needs

Optimize with Premium Products

Tailor your offerings with access to innovative premium products, designed to meet your diverse client needs.

Simplify Enrollment & Billing

Eliminate the headaches of enrollment and billing with a user-friendly platform featuring expert technical support.

Enhance Service with Dedicated Support

Providing dedicated support ensuring smooth operations and timely assistance at every step.

Gain Insights with Business Intelligence

Make data-driven decisions with our robust business intelligence tools, empowering strategic growth.

Empower Your Team with Education & Guidance Materials

Invest in your team's success with comprehensive education support.

Unleash Growth with Commission Advancing

Empower your business to grow and better serve your members with upfront support through our commission fronting solutions.

An Insurance Agency Management System Built by Agents, for Agents

We've built something that’s one of a kind, a powerful insurance agency management platform that puts independent insurance agents in control. More than 1,300 active insurance agents nationwide, each operating their own independent business, have chosen FirstEnroll. It’s proof that when a platform is shaped by the insights and experiences of real agents, it delivers real results.

We get it, because we've lived it. The frustration of cobbling together clunky software solutions. The headaches of platforms designed by tech people who've never run an agency. That's why we created the agent solution we always wanted, one that tackles real-world agency challenges head-on. Our insider perspective means we don't just understand your pain points, we've solved them.

Maximize Your Agency’s Potential

Running a successful insurance agency isn't just about selling policies, it's about working smarter, not harder, so you can focus on what really matters: reaching more consumers, building trust, and helping individuals and families find the benefits they need. That's why we've packed our agent platform with everything you need to scale. Think of it as your complete "business in a box" solution, designed to help you spend less time on billing management and more time on growth.

Our system adapts to your agency's needs, whether you're an independent agent ready to scale or an established agency looking to accelerate growth. We handle the complexity, so you can focus on what you do best, serving consumers and growing your book of business.

Watch your agency transform:

From scattered systems to straightforward operations:

Manage everything in one place.

From paperwork to productivity:

Process your applications and enrollments at lightning speed.

Turn earned revenue into confident growth:

Smart billing and commission management.

From guesswork to informed decisions:

Real-time performance analytics.

From overhead headaches to scalable success:

Grow without the growing pains.

Core System Features That Drive Results

Widest Product Offering

We understand that providing the right solutions for your members is key to growing your business. That’s why we support access to a comprehensive suite of products designed to meet diverse needs in the individual market. From Non-ACA options like Short-Term Medical, MEC, Fixed Indemnity, and ancillary products to gap coverage that helps bridge unexpected expenses, we support access to a variety of solutions to fit every member’s needs.

Account Management Program

Starting in early 2025, FirstEnroll introduced the New Account Management Program, bringing enhanced support to Agents. This new approach ensures that agents receive the tools and resources to expand their business and achieve their goals based on consistent support, regular check-ins and quarterly business reviews.

Multi–Carrier Quote & Enrollment Platform

Our platform puts multiple carriers at your fingertips, transforming the quote-to-enrollment journey into an easy experience. With smart product comparisons and step-by-step technical guidance, you can move forward with clarity and confidence.

Commission Advancing Program

We want to help you support more members, sooner. When your business grows, so does your ability to serve more individuals and families. Our Commission Advancing Program gives you early access to earned revenue, so you can:

Expand your reach and help more members, faster.

Maintain steady operations during busy growth periods.

Reinvest in tools, outreach, and support systems that improve the member experience.

Build a stronger, more responsive business without waiting on delayed payments.

Technology That Drives Agency Growth

Business Intelligence That
Makes You Smarter

No more guesswork, just clear, real-time insights that help you make informed decisions and support your members more effectively.
Put your data to work with:
‍

Live sales tracking to stay connected to day-to-day activity

Smart forecasting to help you prepare for what’s ahead

Productivity metrics to support training, collaboration, and team growth

Dashboards that help you manage refunds and chargebacks with transparency

Financial Health metrics to understand member needs at renewal and beyond

Security That
Never Sleeps

Your data security isn’t negotiable. We protect your agency and client information with enterprise-grade security that exceeds industry standards. Rest easy with:
‍

Bank-grade encryption that protects every byte.

Regular security audits to stay ahead of threats.

Constant compliance monitoring to keep up with changes.

Bulletproof backup systems for peace of mind.

Iron-clad access controls because data security is everything.

Support That Sets You Up for Success

Your Support Team

Experience personalized support from dedicated account managers who understand your business. Think of them as your agency's secret weapon.
Your dedicated partner will:
‍

Chart your growth strategy alongside you.

Meet regularly to keep you on track.

Solve problems fast, no runaround.

Share industry insights to keep you ahead.

Expert Guidance and Onboarding

Hit the ground running with our education program. We don't just show you how to use the system, we show you how to crush it. You will be able to get started in no time with:
‍

Custom onboarding built for your agency.

Role-specific training that makes sense.

Hands-on workshops for real-world skills.

Ongoing education to stay sharp.

Seamless Handoffs Keep You Connected

Our personalized billing administration transfer process keeps you in the loop and ensures your members get the help they need, without losing the trusted connection you’ve built.
‍

Transitions that are smooth and natural.

Relationship continuity that builds trust.

Clear transfer protocols everyone follows.

Quality assurance that is built-in.

Support You Can Rely On

Get the support you need, right when you need it, to keep your agency running smoothly and more efficiently.
With FirstEnroll, you can confidently count on:
‍

Round-the-clock technical support.

Regularly scheduled platform updates.

Platform guidance and education.

Platform optimization tools.

Implementation Process

We understand that switching systems is a major step. That's why we've engineered an implementation process that takes the stress out of transition:

1

Initial Consultation

Let's start with understanding your world. We dive deep into your agency's needs, goals, and workflows to understand what you need for success.

2

Custom Configuration

Because one size never fits all. Our team tailors every aspect of the platform to match how your agency works, not the other way around.

3

Implementation

FirstEnroll has designed an implementation process that minimizes disruption and sets you up for long-term success. We take a compliance-first approach throughout the entire implementation, ensuring that every aspect of your setup aligns with industry regulations and data security standards.

4

Team Training

Knowledge is power. Our training turns your team into platform experts, ready to make the most of every feature.

5

Launch Support

We’re with you from day one to help you get up and running smoothly, so you can focus on delivering great service to your members right from the start.

Ready to Transform Your Insurance Agency?

See firsthand how FirstEnroll can streamline your operations so you can focus on growing your business to better serve your members. Join an ever-growing list of successful insurance agents who've already discovered the power of a system built by agents, for agents.

The future of the insurance industry is here.

Contact us today and join the growing network of independent insurance agents who trust FirstEnroll to power their operations.

Contact Us

Frequently Asked Questions

*Member ID cards are only available with select services and do not apply to all health related products for which FirstEnroll offers administrative services.

FirstEnroll operates as a Third-Party Administrator (TPA) with a specialization in billing administration. It is important to note that FirstEnroll does not engage in the direct sale of health related products to consumers. Please note that FirstEnroll does not assume responsibility for the actions, decisions, or communications of licensed independent insurance agents.