Help center

Join the waitlist and tell us what you write and how many agents you have. Agencies are onboarded in cohorts so the team can sit with each one through a real selling season, and the cohort you land in depends on the products and states you are active in. Beta access is free for the agencies in each cohort, and beta agencies lock in preferred pricing at general availability.

Tell us which carrier, which products, and which states, and we will tell you where it sits in the queue. The live carrier list is smaller during beta than it will be at general availability, and it is prioritized by what beta agencies actually write rather than by alphabetical order. You will also only ever see carriers your agency records an appointment for, so a missing carrier is sometimes a contracting record rather than a platform gap.

Type what the client reads off the bottle, including partial spellings, brand names, and abbreviations. If it still will not resolve, record it as a free-text note so the case can continue, then send us the exact string. The intake library covers more than 200,000+ medications and conditions, and unresolved strings from beta cases are how the remaining gaps get closed.

Something upstream removed it. The usual causes are an election period that does not allow the plan, a service area that does not cover the client county, a formulary that does not carry a drug on the list, a named provider who is out of network, or a carrier your agency is not appointed for. Open the quote and check the excluded list, which names the reason for every plan that was filtered out.

Reopen the application and send again, either to the same number or to a different delivery method. The signature packet does not expire when a delivery fails, and a client who started signing and stopped can pick up where they left off rather than starting over. Switching to email or handing over a tablet on the spot are both valid ways to finish the same packet.

Export it from the case. The export is a single document containing the Scope of Appointment with its timestamp, the disclosures presented and acknowledged, the plans presented, the plan chosen, the recommendation and the factors behind it, the signed application, and the submission and acknowledgement record, in order and with attribution.

We do. Send the case and the carrier reference, and support follows up with the carrier so you can keep selling. Submission state is also visible on the case, so you can see whether the application is submitted, acknowledged, pending a requirement, or issued without logging into a carrier portal.

Email contact@solvedenroll.com and you will hear back within one business day, usually sooner. Beta cohorts also get a direct channel to the team through onboarding, and support is staffed by people who have written the products you are asking about rather than reading from a script.