Health Insurance Broker Software That Scales Your Agency
Navitize broker software helps health insurance agents and agencies scale with AI-powered tools. Our platform includes automated client recommendations with match scores, renewal management for your entire book of business, subsidy change alerts, white-label enrollment portals, CRM integration, and commission tracking. Reduce administrative burnout, retain more clients, and grow your agency with technology built specifically for health insurance professionals.
Reduce Administrative Burnout with AI Tools
Health insurance brokers spend too much time on manual tasks. Navitize automates the heavy lifting so you can focus on what matters: client relationships.
Spending hours on manual plan comparisons
AI compares 50+ plans in seconds with personalized match scores
Renewals taking too much time to scale
Automated renewal analysis for your entire book of business
Clients surprised by premium increases
Proactive subsidy alerts identify affected clients early
Losing clients to online comparison tools
Offer a better digital experience with your white-label portal
Data scattered across systems
CRM integration and automated case association
Administrative burnout limiting growth
AI handles the analysis; you focus on relationships
Health Insurance Enrollment Software Features
Everything you need to serve more clients, retain your book of business, and grow your agency.
AI-Powered Recommendations
Generate personalized plan recommendations with match scores (like 9.2/10) for every client. Our AI analyzes health profiles, medications, and preferences.
Automated Renewal Management
Scale your renewals with AI-driven analysis. Automatically compare each client's current plan against new options and identify cost-saving opportunities.
Subsidy & Premium Alerts
Proactively identify clients affected by subsidy changes or premium increases. Get AI-generated talking points and alternative plan recommendations.
White-Label Portal
Offer your clients a branded plan comparison experience. Customize colors, logos, and messaging while leveraging Navitize's powerful AI backend.
CRM Integration
Connect Navitize to your existing CRM. Sync client data, track activities, and automate case association for seamless workflow management.
Commission Tracking
Track commissions across carriers and clients. Get visibility into your book of business with automated reporting and forecasting.
Cost Scenario Modeling
Show clients what they'll actually pay with three scenarios: Healthy Year, Moderate Use, and High Use (surgery). Data-driven conversations win trust.
Lead Generation Tools
Attract prospects with embeddable plan comparison widgets, SEO content, and co-marketing resources. Convert visitors into clients.
How Navitize Works for Your Agency
Client Inputs Profile
Client answers 8 questions about health, medications, budget
AI Analyzes Plans
Navitize compares 50+ plans with personalized match scores
You Review & Advise
Use AI insights to have data-driven conversations
Client Enrolls
Complete enrollment with professional PDF reports
Managing the 2026 Subsidy Cliff with AI
Proactive Client Communication at Scale
The 2026 subsidy changes will impact thousands of Minnesota families. Navitize helps brokers get ahead of the curve:
- Subsidy alerts: Identify affected clients automatically
- Talking points: AI-generated explanations for premium changes
- Alternative plans: Find cost-saving options for each client
- PDF reports: Professional documents clients can share
Example Alert
⚠️ 23 clients affected by 2026 subsidy changes
Partnership Options
Flexible plans for agencies of all sizes. Contact us for custom pricing.
Starter
For individual brokers and small agencies
- AI-powered plan recommendations
- Client health profile analysis
- PDF report generation
- Email support
Professional
For growing agencies
- Everything in Starter
- Renewal automation
- Subsidy change alerts
- CRM integration (API)
- Priority support
Enterprise
For large agencies and broker networks
- Everything in Professional
- White-label portal
- Custom branding
- Commission tracking
- Dedicated account manager
- Custom integrations
Become a Navitize Partner
Fill out the form below and we'll contact you within 1-2 business days.
Frequently Asked Questions
What is Navitize broker software?
Navitize broker software is an AI-powered platform that helps health insurance brokers and agents scale their business. It includes tools for automated client recommendations, renewal management, subsidy alerts, white-label enrollment portals, CRM integration, and commission tracking—all designed to reduce administrative burden and improve client retention.
How does Navitize help with health insurance enrollment?
Navitize provides health insurance enrollment software that automates plan comparisons, generates personalized recommendations with match scores, calculates true annual costs across multiple scenarios, and produces professional PDF reports. Brokers can use these tools to serve more clients efficiently while providing better, data-driven guidance.
Can I white-label Navitize for my agency?
Yes, Navitize offers white-label enrollment portal options for independent agencies. You can offer your clients a branded plan comparison experience powered by Navitize's AI, while maintaining your agency's identity and client relationships.
Does Navitize integrate with my CRM?
Navitize is designed for CRM integration with popular platforms used by health insurance brokers. Our API allows automated case association, client data syncing, and activity tracking. Contact us for specific integration requirements.
How does AI help with broker renewals?
Navitize uses AI to automate renewal management by analyzing each client's health profile against new plan options, identifying subsidy changes, and generating personalized renewal recommendations. This helps brokers scale renewals efficiently while maintaining personalized service quality.
What is automated case association?
Automated case association tools connect client interactions, plan comparisons, and enrollment activities to the right client records in your system. This eliminates manual data entry, reduces errors, and gives you a complete view of each client's journey.
How can Navitize help with the 2026 subsidy cliff?
Navitize provides AI-driven subsidy alerts that identify clients who will be affected by premium changes. The platform generates personalized talking points, alternative plan recommendations, and cost scenarios to help brokers proactively communicate with affected clients.
Does Navitize help with lead generation?
Yes, Navitize can support insurance broker lead generation through embeddable plan comparison tools, SEO-optimized content resources, and co-marketing opportunities. Partners can attract prospects with valuable tools while demonstrating expertise.
How much does Navitize broker software cost?
Navitize offers flexible partnership tiers based on agency size and feature requirements. Contact us for a custom quote tailored to your needs. We offer volume pricing, white-label options, and enterprise features for larger agencies.
How do I become a Navitize partner?
Fill out the partnership inquiry form on this page, and our team will contact you within 1-2 business days. We'll discuss your agency's needs, demonstrate the platform, and create a custom partnership proposal.
Ready to Scale Your Agency?
Join brokers across Minnesota who are using Navitize to serve more clients, retain their book of business, and grow with AI-powered tools.
Disclaimer
Navitize is a technology platform that provides tools for health insurance professionals. Navitize is not a licensed insurance broker or carrier. Partnership features and pricing are subject to change. Contact us for current availability.
Last updated: January 17, 2026