Agent Support

FirstEnroll is passionate about streamlining the complexities of health insurance administration for agents. We're a licensed Third Party Administrator that provides TPA benefits that go beyond just billing. We offer a comprehensive suite of services built to support your agency’s success in selling insurance.

FirstEnroll TPA Services for Agents

Unleash Growth with Commission Advancing

Get the cash flow you need to fuel your business with our commission fronting solutions.

Simplify Enrollment
& Billing

Eliminate the headaches of enrollment and billing with our user-friendly platform and expert support.

Optimize with
Premium Products

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

Gain Insights with
Business Intelligence

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

Ensure Quality Through Monitoring

Maintain the highest standards with our quality monitoring services, guaranteeing a seamless experience.

Empower Your Team with Education & Training

Invest in your team's success with our comprehensive education and training programs.

Enhance Service with Dedicated Support

Providing dedicated support - to both agents and members - ensuring smooth operations and timely assistance at every step.

Stay Compliant with Confidence

With robust support for maintaining compliance, stay informed and aligned with ever-evolving industry regulations.

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 you in control. With over 1,300 active insurance agents nationwide choosing FirstEnroll, we're proof that when agents build for agents, extraordinary things happen.

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. 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 paperwork policy 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 clients 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 applications and enrollments at lightning speed.

From cash flow concerns to 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’ve built a comprehensive suite of products designed to meet diverse needs in the individual market. From ACA plans to Non-ACA options like STM, MEC, Fixed Indemnity, and ancillary products, we offer a variety of solutions to fit every member’s needs.

Compliance Tools

FirstEnroll, as a trusted Third Party Administrator (TPA), offers agents robust support in maintaining compliance. With dedicated compliance tools and up-to-date resources, agents can stay informed and aligned with ever-evolving industry regulations. These tools simplify the process of managing compliance requirements, reducing risk and saving time. By partnering with FirstEnroll, agents gain peace of mind knowing they have the support needed to stay compliant and focused on serving their clients.

Account Management Program

Starting in early 2025, FirstEnroll introduced the New Account Management Program, bringing enhanced support and strategic guidance to Agents. This new approach ensures that agents receive the tools and resources to expand their business and achieve their goals based on consistent guidance, 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 guidance, you'll turn opportunities into active policies faster than ever — all while maintaining perfect accuracy.

Commission Advancing Program

Why wait for success when you can fuel it now? Our commission advancing program puts your future earnings to work today. Unlike traditional systems that hold your growth hostage, working with FirstEnroll gives you financial flexibility.

You will be able to:

Accelerate your growth with early access to future commissions.

Keep cash flowing during expansion phases.

Invest confidently in marketing and business development.

Scale without limits — no more capital constraints.

Payment Processing Control

Your money shouldn't be a waiting game. Take charge with self-service payment processing that keeps you in the driver's seat. Run payments yourself, track transactions in real-time, and keep your business moving at your pace.

Experience the power of:

Direct payment control — process payments on your schedule.

Real-time visibility into every transaction.

Hassle-free reconciliation that saves hours of work and streamlines your administrative processes.

Instant processing without the usual delays.

Technology That Drives Agency Growth

Business Intelligence That
Makes You Smarter

Turn data into dollars with our analytics dashboard. No more guesswork — just actionable insights that help you spot opportunities and optimize performance.

Put your data to work with:

Financial Health metrics for new and renewing members.

Live sales tracking to celebrate wins as they happen.

Smart forecasting to see around corners and plan with confidence.

Productivity metrics that identify your superstars.

Dashboards for refunds and chargebacks to track and manage with ease.

Retention Reporting That
Keeps Clients Happy

Keeping clients is just as important as winning them. Our detailed retention reporting breaks down performance by product, state, and agent to help with spot and act on trends.

Stay ahead with:

Product-by-product analytics to spot winners and drive smarter decisions.

Geographic insights to dominate your markets.

Agent performance tracking to reward success.

Early warning systems to prevent churn and retain customers.

Identify and Reengage members that are marked on-hold.

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 Dedicated 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.

Optimize your performance with insider tips.

Meet regularly to keep you on track.

Solve problems fast — no runaround.

Share industry insights to keep you ahead.

Expert Training and Onboarding

Hit the ground running with our training program. We don't just show you how to use the system — we show you how to crush it.

You will get started with:

Custom onboarding built for your agency.

Role-specific training that makes sense.

Hands-on workshops for real-world skills.

Best practices playbook for success.

Ongoing education to stay sharp.

Warm Transfer That Protects Your Book

Keep control of your customer relationships, with our smart transfer system. Ensure smooth handoffs while maintaining the personal touch with your clients.

Your members will experience:

Transitions that are smooth and natural.

Relationship continuity that builds trust.

Clear transfer protocols everyone follows.

Quality assurance that is built-in.

Happy clients who stay longer — and grow with you.

Dependable Support That You Can Rely On

Access the help you need when you need it, to keep your agency running at peak performance. Timely, knowledgeable assistance keeps your agency on track.

You can expect:

Round-the-clock technical support.

Regularly scheduled platform updates.

Coaching for optimization and long-term growth.

Tips for continuous improvement.

Extensive resource library to leverage.

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 create your perfect blueprint 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, so you’re not just up and running—you’re audit-ready from day one.

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 by your side during launch and beyond, ensuring you start seeing value from day one.

Ready to Transform Your Insurance Agency?

See firsthand how FirstEnroll can streamline your operations and fuel your growth. 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 insurance agents who trust FirstEnroll to power their operations.

Contact Us