Privacy Policy

This Privacy Policy governs the manner in which Propelicy collects, uses, maintains and discloses information collected from users (each, a "User") of the https://www.propelicy.com website ("Site"). This privacy policy applies to the Site of Propelicy.

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Personal identification information

We are the sole owners of the information collected on this site. We may collect personal identification information from Users in a variety of ways, including, but not limited to, when Users visit our site, register to our agent portal, subscribe for email notifications, fill out a form, and in connection with other activities, services, features or resources we make available on our Site. Users may be asked for, as appropriate, name, email address, phone number, and more. Users may, however, visit our Site anonymously. We will collect personal identification information from Users only if they voluntarily submit such information to us. Users can always refuse to supply personal identification information, except that it may prevent them from engaging in certain Site and other Propelicy activities.

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Non-personal identification information

We may collect non-personal identification information about Users whenever they interact with our Site. Non-personal identification information may include the browser name, the type of computer, as well as technical information about Users' means of connection to our Site such as the operating system and the Internet service providers utilized and other similar information.

How do we protect visitor information

Our website is scanned on a regular basis for security holes and known vulnerabilities in order to make your visit to our site as safe as possible. Your personal information is contained behind secured networks and is only accessible by a limited number of persons who have special access rights to such systems and are required to keep the information confidential.

Web browser cookies

Our Site may use "cookies" to enhance User experience. The User’s web browser may place cookies on their hard drive for record-keeping purposes and sometimes to track information about them. Users may choose to set their web browser to refuse cookies, or to alert you when cookies are being sent. If they do so, note that some parts of the Site may not function properly.

Sharing your personal information

We do not sell, trade, or rent Users personal identification information to others. We may share generic demographic information not linked to any personal identification information regarding visitors and users with our business partners. We may use third-party service providers to help us operate our business and the Site or administer activities on our behalf, such as sending out newsletters or surveys. We may share your information with these third parties for those limited purposes provided that you have given us your permission.

Third party links

Occasionally, at our discretion, we may include or offer third party products or services on our website. These third party sites have separate and independent privacy policies. We, therefore, have no responsibility or liability for the content and activities of these linked sites. Nonetheless, we seek to protect the integrity of our site and welcome any feedback about these sites.

Fair Information Practices

The Fair Information Practices Principles form the backbone of privacy law in the United States and the concepts they include have played a significant role in the development of data protection laws around the globe. Understanding the Fair Information Practice Principles and how they should be implemented is critical to comply with the various privacy laws that protect personal information.

Changes to this privacy policy

Propelicy reserves the right to update this Privacy Policy at any time. When we do, we will revise the updated date at the bottom of this page. We encourage Users to frequently check this page for any changes to stay informed about how we are helping to protect the personal information we collect. Users acknowledge that it is their responsibility to review this Privacy Policy periodically in order to stay up to date on any modifications.

Your acceptance of these terms

By using this Site, the User signifies their acceptance of this Policy. The Users continued utilization of the Site following the posting of changes to this Policy will be deemed acceptance of those changes. If the User does not agree to this Policy and has previously submitted their information, please send an opt-out email to support@propelicy.com. By taking this action, the User will no longer receive email or phone communication from Propelicy.

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If there are any questions regarding this Privacy Policy, please contact us using the information below: support@propelicy.com

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Propelicy, Inc

1007 Macon Avenue

Pittsburgh, PA 15218

(412) 727-0280

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Updated on 11-11-21

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Propelicy

Propelicy connects the dots in the Medicare Industry

Our web-based solution is the digital backoffice that propels Carriers, FMOs, Agents and Agencies to work effectively in the Medicare space.

Time intensive, &
redundant manual processes are holding back your medicare business.

Our software propels you to greater heights

We are a team of industry experts propelling the Medicare industry into the 21st Century by creating the right technical solutions tailored for varied industry partners.

Propelicy is the platform to facilitate your downlines.

Apple laptop showcasing the Propelicy software

Automation

Propelicy sets your business in motion. Take advantage of deeply integrated processes which eliminate redundant and manually intensive tasks.

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Industry Specific Integrations

Third Party Platforms

Synchronize with built in NIPR, Sunfire, Smart Office and APL integrations to track licensing information, enrollments, and commissions.

Your Business

We work with you to aggregate your data to integrate with our specialized Medicare system.

Carrier Simplification

In-app workflows that automate the import and export of non-uniform bulk data provided by Medicare Carriers.

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Broker Communication

Interaction with brokers regarding contracting and commission questions or discrepancies.

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Fast & Simple Contracting

Onboard brokers faster and make it easy to contract with numerous Medicare insurance carriers and products.

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Follow Your Business

Track your pending and in-force business across numerous carriers.

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Reconcile Commissions

Calculate commissions across a multitude of carrier products and plans.

Transparency & Clarity

Bring everything into focus. Get a real-time view into every aspect of your back office to better manage your business.

Compliance

Contracting

Documentation

Downlines

Enrollment

Communication

Provide Medicare carriers with automated data feeds that track brokers' insurance license statuses across states, AHIP certifications, E&O policies, and overall contract statuses.

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“Ready to Sell” Status: Propelicy tracks execution status of contracts between Carriers and Brokers. It archives certifications, contracts, and required compliance paperwork associated with Brokers and provides a searchable index of Broker status and transactions.

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Propelicy provides a historic record of policy sale and searchable repository of certificates, executed Carrier contracts, and other valuable operational documents to stakeholders.

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Propelicy provides a custom report that showcases the production of your entire downline by agencies and agents across multiple carriers and active, pending, inactive, and expired contracts.

Propelicy aggregates and tracks numerous carrier policies in our proprietary dashboard for FMOs, Agencies, and Agents. These policies consist of newly written (pending), active, and expired policies over time.

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Propelicy notifies stakeholders of lapsed Broker credentials or contracts through system emails and in-app notifications.

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Transparency & Clarity

Compliance

Provide Medicare carriers with automated data feeds that track brokers' insurance licese statuses across states, AHIP certifications, E&O policies, and overall contract statuses.

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Contracting

assignment

Documentation

Propelicy provides a historic record of policy sale and searchable repository of certificates, executed Carrier contracts, and other valuable operational documents to stakeholders.

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Downlines

Propelicy provides a custom report that showcases the production of your entire downline by agencies and agents across multiple carriers and active, pending, inactive, and expired contracts.

Enrollment

groups

Communication

Propelicy notifies stakeholders of lapsed Broker credentials or contracts through system emails and in-app notifications.

question_answer

Productivity

Aggregate your business tasks to reduce cost and increase production.

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Onboard Brokers Faster

Manage contracting pipeline to help brokers achieve ready to sell status.

Clients typically see an increase the number of people you're onboarding by 10% or greater.

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Contract Requests

Clients typically see a 25% increase in new contract requests through online contracting methods.

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One Stop Shop

Save time and money by purchasing a one-stop-shop application built specifically to serve the Medicare industry.

Clients typically save $10,000 or more in annual costs related to various non-integrated software costs.

Downlines

Consolidate and manage your downlines across numerous carriers in one place.

Automatically generate a complete view of your downline.

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Save Time

Save administrative time by eliminating over-communication with carriers and brokers using traditional channels (e.g. email, phone, etc.).
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Reduce administrative time onboarding and tracking broker information and communications.

Clients typically realize time savings of 10 hours or more per week.

Separate your business from the pack

Join the innovators of the Medicare Industry to find out how tomorrow's leaders are utilizing Propelicy to elevate their business.

Learn More

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