Customized Broker Portals

Carroll Enterprises provides online resources, interactive tools, and telephone assistance to make the processing of insurance applications as easy as possible. Our broker portals can be customized to integrate seamlessly into your business process and infrastructure.

The platform provides a full service tool for a Financial Advisor or Broker who desires to sell Life Insurance, Long Term Insurance, and Disability Insurance.

Access is via secure data entry, whether it be an automated single sign-on from the advisor's own computer desktop, or through the use of a secure login.

The platform provides a multi-carrier experience for quote results, requests for an application tele-interview, online case summaries for status event updates as well as case manager notes, automated bulletin board notifications throughout the life cycle of the application process, online requests for a broad-based policy review and commission payment history query screens. offers independent brokers access to a comprehensive portfolio of competitive group health and employee benefit programs that are ideal for small businesses and individual clients.

Credentialed agents have access to online sales support and account management functions, including:

  • Rating – Get instant health plan quotes and proposals online
  • Fulfillment – Order product materials and supplies
  • Products – Download enrollment materials, forms and plan information
  • Billing – View client billing invoices and history
  • Enrollment – View client enrollment detail
  • Renewals – Online renewal and alternative rates
  • Commission Management – 3rd Party insurance agents and agencies