Stop Running Your Agency Out of Spreadsheets
The CRM built exclusively for health insurance agencies. Every deal, every commission, every agent in one place, total visibility. Know exactly who's producing, which leads convert, and where every dollar lands. Your agency, fully under control.
The Problem. Sound familiar?
Most agency owners deal with these problems every single day. You do not have to.
Commission black holes.
Carrier reports come in, and you spend hours in Excel trying to match payments to deals. Chargebacks and clawbacks slip through. Money walks out the door and you never notice.
Blind lead spend.
You spend thousands a month on leads but cannot tell which sources bring deals that stick versus deals that cancel in 30 days. You are flying blind on your biggest expense.
Silent cancellations.
A customer calls to cancel and nobody finds out until the commission report shows a chargeback. By then it is too late to save the deal. There is no system to catch it early.
Data everywhere.
Deals in one spreadsheet. Commissions in another. Agent info in email threads. There is no single source of truth for your agency, and things fall through the cracks constantly.
Setup. Up and running in a day.
No six-month implementation. No consultants. No training budget.
Import Your Book
Bulk-import your existing deals. HealthPay maps your columns automatically.
Invite Your Team
Each person gets their own portal with only the data they need.
Upload Reports
Drop in carrier commission reports. HealthPay matches payments to deals.
See Results
Real-time dashboards show revenue, performance, and lead ROI.
Features. One platform. Zero guesswork.
Every tool your agency needs to track revenue, pay agents, and grow — without duct-taping five different apps together.
Deal Management
Every deal gets its own dedicated page — status, products, premium, agent, and full history at a glance. Filter your entire pipeline by date, agent, status, or lead source and always know exactly where your book stands.
Learn more ›Finance Dashboard
See your agency's revenue, commission payouts, and agent performance in one view. Real-time leaderboards ranked by premium and close rate — cast them to a TV in your office to keep the energy up.
Learn more ›Payment Stage Tracking
Track Payment 1, 2, and 3 across every deal and every agent. Upload your carrier commission reports and HealthPay matches each payment automatically — so chargebacks and missing payments never slip through the cracks.
Learn more ›Lead Spend Tracking
Track every dollar you spend on leads — manually or automatically through Plaid. See which sources bring deals that actually stick versus deals that cancel in 30 days, so you stop pouring money into channels that do not convert.
Learn more ›Post-Sale Onboarding
After a deal closes, the work is not done. HealthPay guides your team through the post-sale checklist — welcome calls, document collection, enrollment verification — so nothing falls through the cracks.
Learn more ›Fully Customizable Dashboard
Themes, fonts, weights — make the dashboard feel like yours. Every preference is saved per user, so each rep gets the look they want.
Pricing. Less than what one bad lead costs you.
Pick the plan that matches your team size. Every tier includes the platform — no hidden add-ons.
- Deal management and pipeline tracking
- Agent portal with personal dashboards
- Commission payroll with carrier report matching
- Lead source tracking and spend analysis
- Admin and Agent roles
- Email support
- Customer service module
- Payment stage tracking
- Plaid bank integration
- Multi-tenant downline
- Everything in Team
- Customer service module — catch cancellations early
- Payment 1, 2, 3 stage tracking
- Post-sale onboarding workflow
- Live leaderboard — cast to your office TV
- All 4 roles: Admin, Sub-Admin, Agent, CS
- Bulk deal import with column mapping
- Advanced commission rules
- Plaid bank integration
- Multi-tenant downline
- Everything in Agency
- Plaid bank integration for agent payouts
- Full finance module with commission analytics
- Multi-tenant downline management
- API access and custom integrations
- SSO and advanced security controls
- Priority support with dedicated onboarding
- White-label options for your downline
The average agency wastes thousands per month on untracked lead spend. HealthPay pays for itself.
Common Questions
Security. Your data is yours. Not ours. Not anyone else's.
We built HealthPay so your client information stays private — not just from outsiders, but from us too.
Tenant Isolation
Every agency gets its own walled-off data environment. Another agency on HealthPay could not access your records even if they tried.
End-to-End Encryption
Data is scrambled the moment it leaves your browser and stays encrypted in our database. TLS 1.3 in transit, AES-256 at rest — the same standards banks use.
Zero Backend Access
Our engineering team cannot view your unencrypted records. You own your data entirely — we just store it safely. We hold the keys to nothing.
Role-Based Permissions
Four permission levels — Admin, Sub-Admin, Agent, and Customer Service — so every person sees only what their job requires. No accidental access.
Non-Scrapeable API
There is no public API that bots or scrapers can hit. Every request requires an authenticated session. Your data is not sitting behind a URL anyone can guess.
SOC-2 Ready Infrastructure
Built on SOC-2 Type II certified infrastructure — the same compliance standard your enterprise clients and carrier partners hold their own vendors to.
Testimonials. What agency owners are saying.
Real feedback from agencies that made the switch.
“We were losing $3,000 a month in chargebacks we did not even know about. HealthPay caught them in the first commission upload. I could not believe how much money was walking out the door because we had no system to match payments to deals.”
“I used to spend $6,000 a month on leads and had no idea which sources were actually converting. HealthPay showed me that two of my five lead vendors had a 70% cancellation rate within 60 days. I cut them immediately and my retention doubled.”
“Before HealthPay, my downline agencies were all on different spreadsheets. Now each one has their own tenant, their own login, and I can see production across all of them from one dashboard. It took us a day to set up — not six months.”
Demo. See it for yourself in 15 minutes.
We will walk you through HealthPay with your actual workflow in mind. No generic slide deck. No pressure.
No credit card required. We will reach out within one business day.
Ready? See what is actually happening in your book.
Stop guessing where your money went. Stop wondering which leads are converting. Get the answers in one platform.