Case Study: eHealth streamlines health insurance enrollments with CrankWheel

eHealth uses CrankWheel to connect clients in 5-10 seconds

The customer eHealth, a health insurance agency, faced the challenge of remotely enrolling clients in complex ACA and Medicare plans while meeting strict compliance requirements. Their agents needed a way to visually explain plans, display credentials for trust, and complete necessary digital forms with e-signatures during a single phone call without requiring clients to download any software.

The vendor CrankWheel provided a solution with its instant screen sharing tool, which connects clients in seconds via a browser link. Using CrankWheel, agents could display their licenses, compare plans side-by-side, and use built-in digital forms for Medicare Scope of Appointment and ACA enrollment with e-signature. This streamlined approach resulted in single-call conversions, increased client understanding, and full compliance with recorded sessions stored for up to ten years.

eHealth