Included benefit
Medicare and health quoting, included
New benefit — now included at no extra cost. You can run Medicare and health quotes for most major carriers right inside LyncCIS. No separate quoting subscription needed.
What you get
Most agencies pay separately for a quoting platform, and most of those subscriptions cost more per seat than a commission system does. Access to a Medicare and health quoting portal is now bundled into your LyncCIS subscription — the same login, no extra invoice, no additional per-seat cost.
Coverage spans most major carriers for Medicare and health products, which covers the everyday quoting an agent does between appointments.
How access works
- 1
Open the tool in LyncCIS
Access is granted from inside your account, so sign in — or start a trial — before requesting it.
- 2
Click Request Account
Complete the short form inside the tool with the details the vendor needs to provision you.
- 3
Wait one business day
Approvals are typically handled within one business day, after which the portal is available to you.
What it does not do
This is deliberately scoped, and it is worth being clear about the boundary so nobody is surprised:
- Quoting only. There is no importing of policies and no binding through this tool.
- Not a replacement for carrier portals. Enrollment and servicing still happen where they happen today.
- Access is per user and approved by the vendor. It is not switched on automatically with your subscription.
A third-party portal, provided as a benefit
The quoting portal is operated by a third-party vendor and provided to LyncCIS subscribers as an included benefit. Its features, carrier coverage and approval process are the vendor's, and can change independently of LyncCIS. We are transparent about that rather than presenting it as a native module, because you should know who you are relying on.
Related
Quoting feeds the front of the funnel; the business it produces flows into your commission tracking once it pays. See features for what else is included in a subscription.
Frequently asked
Does the quoting tool cost extra?
No. It is included with your LyncCIS subscription as a benefit at no additional cost. There is no separate quoting subscription to buy.
How do I get access?
Click Request Account inside the tool and complete the short form. Approvals are typically handled within one business day.
What can I quote?
Medicare and health products for most major carriers.
Can I import or bind policies through it?
No. It is quoting only — no importing and no binding of policies through this tool.
Who operates the portal?
A third-party vendor operates the quoting portal. LyncCIS provides access to it as an included subscriber benefit.
Start your seven-day free trial.
Every plan includes a 7-day free trial and a complimentary expert-led setup call. Card required at signup; cancel any time during the trial.