EnrollHere provides a platform for insurance agents and agencies to manage policies, premiums, and coverage through personalized dashboards. The web-based system offers real-time data, lead management, automated commission calculations, reporting, compliance verification, and easy integrations with data migration and branding options. It blends analytics, workflow automation, and centralized data to help users track performance, optimize conversions, and engage clients. The goal is to help agents operate more efficiently, grow revenue, and deliver a scalable, integrated experience with clear data and strong compliance support.
Work here?Claim your company
Industries
Company Size
11-50
Company Stage
N/A
Total Funding
N/A
Headquarters
Southern Pines, North Carolina
Founded
2024
See people who can refer or advise you
Help us improve and share your feedback! Did you find this helpful?
Health Insurance
Dental Insurance
Vision Insurance
Wellness Program
Mental Health Support
Ancillary Coverage
401(k) Company Match
Health Savings Account/Flexible Spending Account
Paid Vacation
Remote Work Options
Professional Development Budget
AmeriLife and LeadStar announce full AEP 2027 readiness platform for licensed insurance agents and marketers. Tuesday, 18 August 2026 10:35 AM Product announcements. Proprietary resources aim to help licensed insurance agents compete during a fast-moving enrollment season CLEARWATER, FL / ACCESS Newswire / August 18, 2026 / The 2027 Annual Enrollment Period (AEP) opens October 15 and closes December 7, a 54-day window that will define the year for most licensed insurance agents. LeadStar powered by EnrollHere ("LeadStar"), the proprietary lead generation platform built exclusively for AmeriLife-affiliated agents and marketers, is entering that window with a readiness framework built on four pillars: compliance, sales training, high-performing leads and cost-effective partnerships. "At this time of year, LeadStar aims to answer one simple question: What does a licensed insurance agent need to be successful during AEP?" said William DeCourcy, Chief Lead Generation Officer at AmeriLife. "The answer is compliant leads delivered at scale, a training program that prepares them before the window opens and partnerships that give them tools and rates nobody else in the market can access." Compliance built for the modern AEP environment LeadStar has invested significantly in compliance infrastructure designed to protect licensed insurance agents throughout the entire lead-to-enrollment workflow. The platform enforces strict quality assurance standards across all vendor partners, maintains comprehensive call recording and storage protocols, conducts regular call auditing and has integrated AI-powered call grading, scoring and education tools calibrated to CMS, TCPA and carrier standards. In an environment where CMS marketing guidelines are tightening, and TPMO accountability is under greater scrutiny than ever, LeadStar's compliance-first approach gives licensed insurance agents and their clients the protection the moment demands. Sales training that starts before the season LeadStar's annual AEP Preparedness Webinar, led by industry veterans Bobby Bache and Brian Luben, provides licensed insurance agents with a detailed roadmap for a successful enrollment season before Oct. 15. The session is supported by biweekly follow-up training throughout AEP, ensuring agents remain current on best practices, regulatory updates and sales strategies as the season evolves. The training program is designed to keep agents in the field, confident and performing at their highest level during the 53 days that define the year. Leads that perform at scale LeadStar's results heading into AEP 2027 speak for themselves. The platform reduced its cost by 30% compared with last year's average while simultaneously doubling overall lead volume. "Cutting cost per acquisition by 30% while doubling volume is not a coincidence," said DeCourcy. "It is the result of years of investment in the right infrastructure, the right vendor relationships and an uncompromising standard for lead quality. We are going into this AEP with more confidence than we have ever had, and every licensed insurance agent on our platform should feel the same way." Partnerships that deliver where it counts LeadStar has secured strategic partnerships that provide licensed insurance agents with marketing, sales and lead support at rates not available through any other channel. Leading the partnership roster is EnrollHere, whose enrollment technology integrates directly with the LeadStar platform to streamline the agent-to-enrollment workflow and reduce friction at the moment it matters most. Additional partners include MediCare Express, SunFire, LeadingResponse, RSSA, Essential Engine, AmeriLife E&O, RGI and Agent Review, a collectively powerful ecosystem assembled through AmeriLife's national scale and negotiating power. "AmeriLife's job is to make sure every agent in our network, regardless of where they are in their career or how large their book of business is, has access to the same level of support the biggest producers in the country rely on," said Scotty Elliott, Chief Distribution Officer of Health at AmeriLife. "What LeadStar delivers is that promise made real, a compliance-first, technology-driven platform that removes the friction from AEP preparation and gives agents the resources to focus on what they do best: serving clients and writing business. This organization is built for this season, and we are ready to prove it." About LeadStar powered by EnrollHere LeadStar is AmeriLife's proprietary lead-generation platform, created exclusively for AmeriLife-affiliated agents and marketers. Guided by the mantra "Better Leads, Better Prices, Better Results," LeadStar leverages advanced AI-powered technology and compliance-integrated tools to empower licensed healthcare agents' success. The platform offers a comprehensive suite of lead-generation solutions: LeadStar, powered by EnrollHere, for real-time leads and calls with priority access to MediCare Express's in-person appointments; LeadStar Direct, for compliant direct-mail campaigns; and LeadStar Seminars, powered by Leading Response, for premier seminar services. To learn more about LeadStar, visit LeadStarHub.com. About AmeriLIfe AmeriLife's strength lies in its mission: to provide insurance and retirement solutions that help people live longer, healthier lives. AmeriLife develops, markets, and distributes life and health insurance, annuities, and retirement planning solutions to enhance the lives of pre-retirees and retirees across the United States. For over 50 years, AmeriLife has partnered with top insurance carriers to provide value and quality to customers through a national distribution network of over 325,000 agents, financial professionals, and more than 160 marketing organizations and insurance agencies. For more information, visit AmeriLife.com and follow AmeriLife on LinkedIn. Partnership Inquiries
EnrollHere announces strategic partnership with Medicare Express to expand access to high-intent Medicare consumer meetings. /PRNewswire/ - EnrollHere Inc., the modern system of record for insurance distribution, today announced a strategic partnership with Medicare Express, a leading Medicare consumer meeting and engagement organization serving agencies, FMOs, carriers, and licensed field agents. Rather than operating as a marketplace itself, EnrollHere provides the underlying technology, intelligence, routing, compliance, and operational systems that allow organizations to build and manage scalable distribution environments. Through this partnership, organizations can integrate Medicare Express consumer meetings directly into existing EnrollHere workflows and operations. The result is a streamlined way for agencies and field organizations to manage consumer acquisition, agent routing, compliance oversight, reporting, and day-to-day operational workflows within one operating environment. Medicare Express helps licensed agents and agencies connect with high-intent Medicare beneficiaries. These consumer interactions are designed to support relationship-based selling, improve agent engagement, and create a more efficient consumer experience. Through this partnership, agencies and field organizations using EnrollHere can better manage Medicare Express in-person meetings within their existing workflows, including calendar-based matching, territory alignment, real-time routing, compliance visibility, and performance tracking. Medicare Express consumer meeting solutions include: * Pre-qualified, in-person Medicare meetings synchronized directly to agents' calendars * Territory and schedule-based matching based on agent availability * Optimized routing designed to align meeting flow with agent capacity, market needs, and performance goals * Face-to-face consumer meetings designed to support relationship-based Medicare sales * High-intent consumer interactions designed to improve engagement and conversion outcomes EnrollHere continues to investin technology infrastructure purpose-built for insurance distribution organizations. The platform combines AI, machine learning, behavioral intelligence, real-time data infrastructure, compliance tools, reporting, lifecycle management, and a proprietary hierarchy and rules engine to help organizations operate more efficiently at scale. The EnrollHere platform supports organizations by helping them: * Build and manage scalable distribution ecosystems * Route meetings and inbound opportunities intelligently across agents, agencies, and operational teams * Leverage AI-driven compliance oversight and behavioral intelligence * Connect marketing performance directly to policy outcomes and retention * Improve operational visibility, efficiency, and scalability across the full consumer lifecycle * Support complex organizational structures, licensing models, and operational rules through dynamic hierarchy management "Our mission has always been to help agencies, carriers, providers, and field agents gain access to modern technology solutions that improve both operational performance and the consumer experience," said Tyler Rees, Founder and CEO of EnrollHere. "We believe the future of insurance distribution will be driven by organizations that leverage advancements in AI, machine learning, data intelligence, and automation to better serve consumers while operating more efficiently and responsibly." While EnrollHere maintains strong roots in Medicare Advantage distribution, the company continues to expand its capabilities across additional insurance product lines and the broader healthcare ecosystem, including partnerships and integrations that support carriers, providers, agencies, contact centers, and field distribution organizations. "This partnership strengthens the value of the consumer meetings Medicare Express delivers by connecting them to a modern operational ecosystem built specifically for insurance distribution," said Doug Winslow, Co-Founder of Medicare Express. "Together, we can help agencies and agents work more efficiently, improve the consumer experience, and drive stronger long-term outcomes." About EnrollHere EnrollHere Inc. is a healthcare distribution technology company focused on building modern infrastructure for insurance and healthcare distribution organizations. The EnrollHere platform serves as a system of record for agencies, FMOs, carriers, providers, and contact centers by connecting marketing, telephony, compliance, policy management, commissions, reporting, and behavioral intelligence into one unified operational environment. The platform is designed to help organizations simplify operations, optimize performance, and scale responsibly across the full consumer lifecycle. About Medicare Express Medicare Express is a premier Medicare consumer engagement and meeting organization that helps licensed agents and agencies connect with high-intent Medicare consumers through in-person meetings. The company specializes in delivering qualified consumer interactions designed to improve engagement, meeting quality, and conversion outcomes for Medicare sales organizations. Media Contact Alice Heitchue EnrollHere Inc. [emailprotected] www.enrollhere.com SOURCE EnrollHere
LeadStar + SunFire Integration: A more connected workflow for insurance agents. May 8th, 2026 For many insurance agents, the challenge isn't finding tools. It's managing too many disconnected systems at once. Leads in one platform. Quoting in another. Enrollment somewhere else. Notes scattered across tabs. Follow-ups buried in emails or spreadsheets. The new integration between LeadStar by EnrollHere and SunFire is designed to help simplify that process by creating a more connected workflow from lead to enrollment. For agents focused on Medicare, ACA, Life, or ancillary sales, this type of integration can help reduce friction in the day-to-day sales process while allowing agents to stay focused on client conversations instead of system management. What the LeadStar + SunFire Integration Means for Agents At its core, the integration helps connect lead management with the enrollment process. Instead of constantly switching between platforms, agents can move more seamlessly through the sales workflow while maintaining the SunFire experience they are already familiar with. Key benefits include: 1. End-to-End Workflow The integration is built to support the full client journey: * Lead capture * Contact management * Follow-up activity * Quoting and plan review * Enrollment workflows This creates a more streamlined experience that mirrors how agents actually work in the field. For agencies handling high lead volume, this can help reduce operational inefficiencies and create more consistency across the sales process. 2. Unified Platform Experience One of the biggest frustrations agents face is "tab fatigue." Logging into multiple systems, copying client information between platforms, and bouncing between tools throughout the day can slow productivity and increase errors. The LeadStar + SunFire integration aims to reduce those interruptions by creating quicker transitions between actions and workflows. That can mean: * Fewer clicks * Less duplicate data entry * Faster client servicing * More organized workflows * Improved speed to enrollment For agents who value efficiency, small workflow improvements often compound into significant time savings over the course of a week or enrollment season. 3. No Disruption to Existing SunFire Workflows One important aspect of the integration is that agents do not need to relearn the SunFire process they already use. Existing SunFire workflows remain intact. That means agents can continue using familiar enrollment and quoting processes while gaining the added benefits of a more connected lead and client management experience. For many agencies, this lowers the barrier to adoption because it enhances the workflow rather than replacing it. 4. A Stronger Foundation for Growth Modern insurance agencies are becoming increasingly technology-driven. As agencies scale, disconnected systems can create bottlenecks in: * Lead management * Reporting * Client communication * Agent accountability * Follow-up consistency Integrations like LeadStar + SunFire help lay the groundwork for a more scalable infrastructure. Rather than relying on patchwork processes, agencies can begin building a more connected ecosystem that supports: * Better client experiences * Faster onboarding * Cleaner workflows * More efficient operations * Improved retention strategies Why Workflow Efficiency Matters More Than Ever The insurance industry continues to evolve quickly. Agents today are balancing: * Compliance requirements * Higher consumer expectations * Increased competition * Growing technology stacks * Multi-product sales opportunities The agencies that scale effectively are often the ones that reduce operational friction behind the scenes. When your systems communicate better: * Follow-ups happen faster * Client information is easier to access * Enrollment workflows become smoother * Agents spend more time selling and servicing Technology should support the sales process, not complicate it. Final Thoughts The LeadStar + SunFire integration represents a broader trend happening across the insurance industry: connected workflows are becoming essential. Agents and agencies are looking for systems that work together, reduce friction, and support the full customer journey from lead to enrollment. For agencies already leveraging SunFire, this integration offers an opportunity to create a more seamless operational workflow without disrupting the processes agents already know. In a business where speed, organization, and client experience matter, reducing workflow friction can make a meaningful difference. Download Instruction Manual
EnrollHere Inc., an AI-powered platform for insurance distribution, has announced an investment from Aquiline to advance technology for Medicare Advantage distribution. The funding will support enrollment quality, compliance and lifetime value improvements. Founded in 2024 and based in Pinehurst, North Carolina, EnrollHere serves agencies, field marketing organisations and carriers in the Medicare Advantage market. The company recently launched EnrollHere Complete, which unifies previously fragmented systems across marketing, call centres, agent activity, compliance, policy management and commissions into a single platform. The investment from Aquiline, which has made over 15 investments in insurance technology and services, will help EnrollHere expand its AI capabilities and platform features as Medicare Advantage continues to grow rapidly in the US healthcare market.
EnrollHere has launched EnrollHere Complete, an AI-powered platform designed to connect behavioral intelligence, compliance oversight and financial infrastructure across Medicare distribution. The platform, developed with Google Cloud and Databricks, is valued at an undisclosed amount. The system analyses consumer engagement, agent behaviour, marketing attribution and policy outcomes to help organisations optimise lifetime value whilst protecting Medicare beneficiaries from deceptive practices. It identifies patterns such as excessive retargeting, misleading marketing and unauthorised contact attempts. EnrollHere Complete integrates regulated banking capabilities through partnerships with Unit and Thread Bank, enabling automated commission reconciliation and payment processing. The company, founded by Tyler Rees, Ryan Strathmeyer and Joshua Benson, is expanding beyond Medicare agencies to serve insurance carriers and broader health and wealth marketplace organisations.
Find jobs on Simplify and start your career today
Industries
Company Size
11-50
Company Stage
N/A
Total Funding
N/A
Headquarters
Southern Pines, North Carolina
Founded
2024
Find jobs on Simplify and start your career today