FAQ
Yes, our software can track your estimated commissions and carrier appointments seamlessly.
By cross-referencing your agent appointments, the dashboard ensures every policy written is accurately tracked against your carrier appointments.
We calculate estimated commissions by multiplying the applicant count on each policy by your specified commission rate, providing you with clear and actionable insights into your earnings.
No, our software currently supports only HealthSherpa agents, as we rely on HealthSherpa-specific data to integrate and tie the reports together.
We are actively exploring solutions to expand the dashboard's capabilities for agents outside of HealthSherpa in the future.
No, your reporting dashboard is tied directly to your login and unique ID code, ensuring that only you have access to your data and reports. All dashboards are encrypted behind a double login system to ensure that unauthorized access/use is prevented.
We will NEVER sell, rent, or share the data you enter into PolicySync with third parties. Your information remains secure and confidential, used solely for the purpose of populating your unique dashboard.
Our software reports on key metrics such as applicant count, carrier details, number of applications written over a time period, and applications by state and carrier. It also tracks and displays commissions and appointments, alongside specific customer data like DMIs and policy statuses for easy reference.
With a wide range of filters available on every report, we’re confident this is the most powerful ACA reporting software ever offered to agents.
This dashboard was created by former ACA writing agents who understand firsthand the metrics that are critical for growing and managing a book of business.
Recognizing the lack of robust reporting tools for ACA agents, they designed a solution that fills this gap and can help agents retain and analyze their book of business.
No, the dashboard is designed to be user-friendly and easy to navigate with just a few clicks.
Additionally, we provide a helpful library of training videos to guide you through every aspect of the software.
Yes, support is included! We offer a dedicated support ticket system where you can expect a response within 1 business day. Additionally, we host weekly group Zoom meetings to address suggestions, provide support, and answer any questions you may have.
Absolutely! At PolicySync, we are constantly improving our platform to provide even more value to ACA agents and agencies. We regularly release updates, enhancements, and new features based on user feedback and industry changes.
Our upcoming roadmap for new features so far include:
- Carrier Commission Tracking & Reconciliation
- Affiliate Program
From signup, you can expect the PolicySync team to have your dashboard completed within 1 business day, but it usually is completed within just a few minutes.
You will receive an email notification from us once your dashboard is online and ready to go!
Yes, if for any reason you no longer need a subscription to PolicySync, you can cancel at anytime inside of your dashboard under the "billing" section.
If you are unsatisfied for ANY reason, we will refund you your first 30-days of your paid subscription after your free trial has ended, no questions asked!