Anshin Assure unifies CRM, workflow automation, member engagement, service operations, and rules-driven compliance guidance into one platform — turning regulatory obligations into executable business logic. Purpose-built for Medicare, ACA, and commercial health insurance brokers and agencies.
Capture leads from web, referrals, call center, and partner APIs. AI-powered duplicate detection and campaign attribution.
Rules-driven communications with consent controls, required disclaimers, and evidence capture at every touchpoint.
Managed service tickets, complaint handling, renewal workflows, and retention campaigns — all governed by compliance rules.
Immutable evidence records, audit packets, and compliance reporting generated automatically from every workflow.
Regulations, carrier policies, and SOPs expressed as executable rules via the Visual Rules Engine. Non-developers maintain policy logic without code rewrites.
Embedded AI that summarizes records, proposes next steps, identifies missing evidence, drafts controlled content, and explains why workflows are blocked — all within tenant policies.
Built on Frappe CRM, HelpDesk, and ERPNext. Manage leads, accounts, cases, tasks, communications, and operational reporting without stitching together unrelated tools.
Manage producer profiles, licenses, certifications, training attestations, work queues, and supervisor dashboards with SLA performance tracking.
Structured needs assessment, plan comparison workspaces, recommendation rationale capture, and checklist-driven enrollment flows.
Tenant-isolated architecture, encryption at rest and in transit, audit logging, RBAC, secrets management, and BAA-ready AWS deployment.
See how Assure can unify your agency operations, automate compliance, and give your team a single platform for the entire member lifecycle.