NEO Platform Access

Quote, enroll and administer — all in one platform

Live rating across every carrier programme we support, enrollment that carries the quote through to the application, and the reporting behind it. Sign in to quote a plan and enroll a member.

Sign in

Quote plans and enroll members.

Use your agent credentials.

One platform, end to end

Everything from the first quote to the signed application and the commission that follows it, on a single system — so a plan an agent quotes is the plan that gets enrolled, at the price they quoted.

Live rating

Filed rates for every programme we support, quoted from the carrier's own tables — not an estimate, and never an option a state hasn't filed.

Enrollment that sticks

Applications carry the elections, knockouts and add-ons already validated against the product's own rules, so the plan quoted is the plan enrolled.

Reporting you can trust

Payables, reconciliation, member and transaction reporting, and commission builds — the same numbers the carriers see.

Products supported

Medical and supplemental programmes across our carrier and association relationships.

Short Term Medical Fixed Indemnity Hospital & Critical Illness Dental Vision AD&D Telemedicine Prescription Association Memberships

Not contracted with NEO yet?

Get appointed and start writing on the same platform your upline uses.