HOW IS GREEN LEAF DIFFERENT?
We focus on being attentive, supportive, and we work with agents and agencies individually because we believe a “one-size-fits all” strategy just doesn’t work for everyone.
We have the support team, tools, technology, and resources to provide a firm foundation for agents and agencies to grow their businesses.
No matter how much we’ve grown, we’re a family-owned business that takes the time with every agent.
WAYS WE HELP YOU
SUCCEED
Experienced and Knowledgeable Back-Office Team
Marketing Support & Co-op Dollars
My E App – Electronic Enrollment Platform
Green Leaf FMO Call Recording Mobile Application
Online Quoting for MAPD, PDP, & Medicare Supplement Plans
AGENTS HAVE FREE ACCESS
TO OUR MY E APP PLATFORM
Compare benefits & quotes from all carriers
Store client data & save medication lists
Enroll clients electronically & securely
AND even use TEXT for signatures
STAY COMPLIANT AND RECORD CLIENT SALES CALLS USING OUR MOBILE PHONE APPLICATION
Stay compliant with CMS call recording rules, at your desk or on the go.
Easily record incoming and outgoing calls on your mobile phone.
Stay organized by labeling your recordings to make them easily searchable.
FREE long term HIPAA compliant storage in The Agent Center, the Green Leaf broker portal.
MARKETING SUPPORT & CO OP DOLLARS
Have an idea to advertise your business? Tell us about it and we’ll put together a package to help you meet your marketing objectives. We empower our agents and agencies to brand themselves in their communities (and wherever else they’d like to sell!).
THE AGENT CENTER BROKER PORTAL
Automated daily reports confirming your application submissions by the Green Leaf Team
HIPAA compliant storage of call recordings using our Green Leaf FMO recording app available for smartphones
Access your Green Leaf commission statements anytime
