
Meet Healthee—your intelligent healthcare navigation platform.
Healthee takes the guesswork out of healthcare by delivering clear, personalized answers to employees’ healthcare and benefits questions—instantly. Employees can seamlessly navigate their existing health plans with on-demand guidance, all in one intuitive, mobile-first experience.
Powered by Zoe, Healthee’s AI-powered Personal Health Assistant, employees receive tailored insights into coverage, costs, and care options—helping them make smarter decisions that reduce unnecessary healthcare spend.
Healthee also simplifies open enrollment with easy-to-use plan comparison tools, guiding employees to the plans that best fit their needs and expected usage. This drives better plan selection, fewer surprises, and meaningful cost savings for both employees and employers.
For HR teams, Healthee reduces administrative burden by delivering fast, accurate benefits support without changing existing plans. For finance leaders, claims analytics and cost insights provide visibility into utilization trends and key cost drivers, empowering CFOs to optimize plan design and control rising healthcare costs.
The result: confident employees, healthier organizations, and a more cost-effective benefits strategy—right at your fingertips.
Built for benefits managers and HR leaders, Healthee serves as a total benefits administration solution that consolidates 50+ point solutions into one intelligent hub. From FSA and HSA guidance to mental health navigation, telemedicine, and EAP access, Healthee connects every benefit in one place—increasing utilization, reducing cost-per-claim, and eliminating benefits fragmentation. Real-time analytics surface which benefits are underused so managers can reallocate budget strategical
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Creatio is a global vendor of an agentic AI-native no-code platform designed to automate workflows and CRM with a maximum degree of freedom.
Powered by intuitive no-code development, visual process design, and embedded AI, the Creatio platform enables organizations to build and evolve applications of any complexity and scale—supporting both structured and unstructured workflows, advanced analytics, and flexible dashboards. By empowering business users alongside IT, Creatio reduces application development time by up to 10× and accelerates time-to-value.
At the core of the platform are AI agents that can understand context, analyze data, make decisions, and execute tasks across end-to-end workflows. This agentic approach allows organizations to automate entire business processes, not just individual tasks—driving efficiency, agility, and measurable business outcomes.
Creatio also provides a rich marketplace of pre-built applications, connectors, and industry-specific solutions, enabling rapid deployment and continuous innovation. Built on a modern, AI-native architecture, the platform ensures seamless integration and adaptability within any digital ecosystem.
Creatio CRM is a full-featured suite for marketing, sales, and service automation, unified on the same agentic no-code platform with embedded AI agents. Organizations can deploy it as a complete CRM suite or as modular solutions, gaining the flexibility to scale while maintaining a single, intelligent system of engagement.
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Quotit
Introducing a comprehensive insurance quoting, enrollment, and lead management platform crafted specifically for modern insurance agents. Regardless of whether your operations are primarily conducted through in-person meetings, phone calls, online sales, or a combination of these methods, Quotit provides innovative solutions that enhance your clients' experiences through efficiency, tailored services, and automated processes. By investing in health insurance software, you can streamline operations and improve productivity, ensuring your clients enjoy seamless interactions at every touchpoint. Whether you seek a ready-to-use solution or require integrated data and capabilities, we have the right options for you. Our solutions, whether bundled or as standalone cloud-based APIs, ensure that you have centralized access to health plan information from a multitude of carriers nationwide, all in one convenient location, allowing you to focus on what truly matters—serving your clients effectively. Additionally, our platform is designed to adapt and grow with your needs, ensuring you remain competitive in a rapidly evolving industry.
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NextAgency for Health & Life Insurance
NextAgency is insurance agency management software built specifically for agencies selling health insurance, employee benefits, Medicare, and life insurance. Unlike agency management systems built for property and casualty insurance agencies, NextAgency is designed for the CRM needs, workflows, compliance requirements, and day-to-day operations of life and health insurance agencies.
NextAgency combines a life and health insurance agency CRM with agency management, marketing, automation, reporting, compliance, and optional insurance commission tracking in a single system. Agencies selling health, benefits, senior, and life policies across the country use NextAgency to organize client information, automate routine work, and manage their entire book of business.
Key capabilities include:
• Life and health insurance agency CRM for leads, prospects, clients, policies, renewals, relationships, and customer service
• Marketing automation with email campaigns, drip marketing, text messaging, renewal reminders, and client communications
• Automated insurance agency workflows, task management, dashboards, business analytics, and operational reporting
• Compliance and disclosure management with document storage, e-signatures, and required insurance documentation
• Optional insurance commission tracking with carrier statement imports, reconciliation, producer reporting, and sub-agent management
• Easy customization so the software adapts to your agency instead of forcing your agency to adapt to the software
• Transparent pricing, a 30-day free trial, no long-term contract required, free Android and iPhone apps, and top-rated customer support
• Integrates with Employee Navigator, BerniePortal, Intulse, GReminders, Zapier, and other software insurance agencies use
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