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Businessman Working in Office
Virtual Office
GET YOUR
Virtual Office

Demo

Provided by JR Financial LLC

Run your business and manage your clients from anywhere with a program that's built for agents Benefits and Features Include:

  • Website: your.name.jr-associates.us

  • Email Address: your.name@jr-associates.us forwards incoming emails to whatever email address that you choose​

  • Quoting and Enrollment Platform for Health Insurance and Medicare which is used to manage the entire enrollment process and maintain clients and records, Track your Book of Business, etc.

  • Sync directly to Healthcare.gov without leaving you platform.

  • Business Phone Number for calls, texts, scheduling, voicemail, etc.

  • Personalized Voicemail: Automated mailbox greeting using your name (below)

Listen to a voicemail greeting demo

More Features

  • Customized Enrollment Links on your site. Upon contracting with ManhattanLife and other carriers you will receive your own personal link for clients to access from yours site.

  • Create and link your Health Sherpa Enrollment Platform to your website and receive a referral fee for clients who want to enroll with carriers that you are not yet contracted with.

  • Get a free personal Medicare toll-free phone number to give to your Medicare eligible clients and receive a referral fee even if you are not yet licensed to sell Medicare.

  • Contact form on your website for clients to send you messages

  • Booking Calendar powered by Calendly synced with your website which you control the settings and your availability on the Calendly.com.

View a Fully Functional Associate Website Demo

Computer Work

Business Website Suite

Share your website link on social media, in emails , signatures, texts, business cards, etc. Site visitors can get quotes or purchase insurance, contact you or schedule a call at your available time.

At the desk

Business Phone Number

You get a dedicated business phone number and platform which allows you to capture consent and record calls and save for ten years. A personalized voicemail greeting is also included.

Online Finances

Sell Insurance Online

Your website will include your personal links for your clients to get quotes or purchase health, final expense and supplemental insurance online. Clients can also contact you or schedule a call.

01

Register and activate your SureLC account to begin review agreements and begin requesting contracts.

03

All agents need E&O Coverage. Click here for on of the best options you'll find!

02

Next create your Health Sherpa account then go to Health Sherpa account settings and scroll down to enter join code 32a0.

04

After completing the first three steps, schedule your consultation to set up everything else.

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