Harmony Insurance Brokerage Portal



Harmony Insurance Platform

Harmony Insurance Platform is a single integrated health and benefit administration platform for insurance companies, insurance brokers and agencies to facilitate enrollment, census operation, policy administration and billing in a secure environment.

The platform enables brokers & insurers to collaborate with clients to exchange enrollment data, policy information, claims support and billing activity through a common portal. Highly secure with SHA256 encryption & HIPAA/GDPR compliance.

Brokerage Insurance Portal
Insurance Business Operations

Far more than that.

Harmony H & B is far more than a typical insurance enrollment software. It solves real operational challenges between insurers, brokers and clients, providing all tools required to manage enrollment, billing, claims and policy operations efficiently.

Features available in the Harmony H & B platform

All features below are included as standard. Custom workflows available.

Account Management

End-to-end account operations, enrollment tracking & billing reconciliation.

Business Development

Manage leads, opportunities, executive activities & prospects efficiently.

Compliance Management

Automated compliance workflows for insurers, brokers & clients.

Policy Management

Quotes, TOB, networks, premium rates, approvals & policy documents.

Census Management

Exchange member enrollment & policy data via insurer APIs.

Billing & Reconciliation

Automated premium billing, reconciliation & payment approval workflows.

Claims Support

Self-service claims, pre-approvals & insurer API integration.

Client Portal

All client-side enrollment, billing, endorsements & claims tools.

Member Portal

Plan summary, network list, self-service enrollment & claims support.

Benchmarking & Analytics

Dashboards, insights & BI tools for informed decision-making.

API Integrations

Deep insurer integrations for real-time data exchange.

Single Sign On (SSO)

Supports Okta & all major identity providers.

Let us schedule a meeting to show you how Harmony works.

In less than an hour, we will show you how to transform your insurance operations with the Harmony Insurance Portal.