# EnrollHere

> The operating platform for Medicare Advantage distribution\.

## At a glance

| Field | Value |
| --- | --- |
| Category | Distribution & Sales |
| Type | Solutions Provider |
| Region | NA |
| Headquarters | Southern Pines, North Carolina |
| Founded | 2024 |
| Stage | Growth |
| Employees | 11-50 |
| Funding | PE-Backed |

## Overview

EnrollHere is a distribution and enrollment platform for Medicare Advantage agencies, field marketing organizations (FMOs), and carriers. Founded in 2024, the platform serves as a unified system of record for the full insurance distribution lifecycle -- from lead generation and telephony through enrollment, policy management, commissions, and retention. The company is headquartered in Southern Pines, North Carolina and operates exclusively in the North American market.

The platform bundles telephony, compliance monitoring, commission automation, AI-driven quality assurance, and analytics into a single SaaS environment, replacing the fragmented point solutions common in Medicare distribution. Key capabilities include an AI compliance scoring engine trained on Medicare Advantage, ACA, and final expense products, real-time call monitoring with CMS-aligned violation detection, multi-level commission management, and intelligent inbound and outbound call routing with 36+ lead publisher integrations.

EnrollHere serves more than 9,000 agents, agencies, and partners. The company acquired MyMedicareBot in March 2025, integrating quoting and enrollment technology into its platform. In April 2026, Aquiline Capital Partners made a growth investment to support further platform development. EnrollHere has also established strategic integrations with SunFire (quoting and enrollment) and Medicare Express (high-intent consumer meetings).

## Products & services

### EnrollHere Complete

The flagship enterprise bundle combining all product suites into one unified operating environment. Covers marketing, call-center operations, compliance oversight, policy lifecycle management, commissions, and financial payments. Available in tiered plans ranging from USD 7,500/month (Startup 25) to USD 50,000/month (Large Enterprise), with custom carrier-grade pricing at the top tier.

**Key features:**

- Unified system of record for full Medicare distribution operations
- Integrated marketing, telephony, compliance, and commission management
- Tiered pricing from agency startup to large enterprise deployments

*Target users:* Medicare Advantage agencies, FMOs, and carriers

### EnrollHere Connect

Telephony operations suite for inbound and outbound call management with real-time compliance monitoring.

**Key features:**

- Inbound routing with agent skill, licensing, and capacity\-aware logic
- Outbound ratio dialing with DNC enforcement and real\-time call blocking
- 36\+ lead publisher integrations via intelligent lead routing
- Live call controls including whisper and barge\-in

*Target users:* Call\-center agencies and FMOs managing inbound and outbound Medicare leads

### EnrollHere Signal

AI-driven compliance scoring for call-level risk assessment, pre-trained for Medicare Advantage, ACA, and final expense products.

**Key features:**

- Automated evaluation against 26\+ compliance benchmarks without manual tagging
- Real\-time speech\-to\-text with detection of prohibited language, missing disclosures, and misrepresentation
- 10\-year call transcription archival for CMS regulatory compliance

*Target users:* Compliance teams at Medicare agencies and FMOs

### EnrollHere Ledger

Policy and commission system of record covering lifecycle tracking and financial settlement.

**Key features:**

- Commission automation with overrides, split payments, volume milestones, and bonuses
- Multi\-level commission splits configurable by carrier, agent tier, role, and product line
- Agent\-facing earnings dashboards and one\-click payment capabilities

*Target users:* Agency finance and operations teams managing agent compensation

### EnrollHere Structure

Hierarchy management and distribution rules engine for multi-level agent and agency organizational structures.

**Key features:**

- Unlimited hierarchy tiers with effective\-dated change tracking
- Distribution rules engine for complex FMO and sub\-agency structures

*Target users:* FMOs and multi\-level agencies managing complex distribution hierarchies

### EnrollHere Flow

Call tracking, attribution, and routing intelligence using dynamic number insertion.

**Key features:**

- Multi\-touch attribution linking web sessions to calls and enrollments
- Persistent call identity across transfers
- A/B testing of routing logic from call through enrollment to policy

*Target users:* Marketing and operations teams tracking lead source performance

### EnrollHere Guardian

Retention automation suite for identifying churn risk and managing policy renewals.

**Key features:**

- Churn risk identification across enrolled book of business
- Renewal management workflows

*Target users:* Agencies focused on protecting and growing their enrolled membership

### EnrollHere Mentor

AI-assisted quality assurance with agent scorecards and coaching workflows.

**Key features:**

- Automated call scoring and performance benchmarking
- Coaching workflow integration for supervisors and team leads

*Target users:* Agency training and QA teams

### EnrollHere Resolve

Centralized complaint management linking issues to calls, policies, and agents.

**Key features:**

- Full audit trail for regulatory inquiries
- Complaint\-to\-call\-to\-policy linkage

*Target users:* Compliance and operations teams managing regulatory risk

### EnrollHere Intelligence

Unified analytics dashboards for performance, profitability, and compliance reporting.

**Key features:**

- Cross\-functional reporting across distribution, compliance, and financial operations
- Intelligence Chat for natural\-language data queries \(released June 2026\)

*Target users:* Agency and FMO leadership teams

## Category & focus

- Subcategories: Agency Management, Compliance & Regulatory, Commissions Management, Call Center Technology
- Insurance verticals: Health
- Target customers: Agents/Agencies, Carriers, MGAs/MGUs

## Notable customers

- Temmen Insurance \(40\+ agents migrated to platform\)
- Clear Path Coverage
- iHealthquotes

## Links

- Website: <https://www.enrollhere.com>
- Directory profile: <https://insurtechlist.com/companies/enrollhere/>
- Blog: <https://enrollhere.com/news>
- Linkedin: <https://www.linkedin.com/company/enrollhere>
- Press/news: <https://www.prnewswire.com/news-releases/enrollhere-inc-announces-investment-from-aquiline-to-advance-technology-for-medicare-advantage-distribution-302747039.html>

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*Last updated: 2026\-06\-13*
