Origin CRM/AMS + Nimble Intake

Origin CRM/AMS with Nimble Intake: Streamline Client Management and Boost Efficiency

For ACA/U65 and Medicare Brokers

Origin CRM/AMS is the ultimate solution for managing client relationships, built specifically for health insurance brokers and agencies. This powerful CRM/AMS simplifies client management, tracks interactions, and ensures every lead and contact is managed seamlessly. With Origin, you can monitor your pipeline, track follow-ups, and stay organized with task management tools tailored for the insurance industry.

Nimble Intake is integrated directly into Origin, offering a personalized, intuitive onboarding experience for your clients. The intake tool captures client data with precision, reducing manual entry and enhancing client communication from the first interaction.

Key Features of Origin CRM/AMS:

• Secure PII & PHI Compliance: Built in adherence to NIST 800, HITRUST, and HIPAA protocols. Data is locked down within Google Cloud's infrastructure and secured with Auth0 by Okta identity systems. HIPAA-compliant and encrypted.
• Task Management & Collaboration: Stay organized with task lists, automated reminders, and team collaboration.
• Client Profiles & History: Keep track of all client interactions, documents, and communications in one place.
• Seamless Integration: SnapHealth’s Origin CRM/AMS instantly pre-fills HealthSherpa’s shopping tool with Nimble Intake data. One click does it all, bypassing tedious manual data entry for direct quoting.
• Lead Tracking & Nurturing: Follow leads through every stage of the pipeline with ease.
• Capture Consent: Instant access to personalized URLs to capture ACA Broker Consent (Steps 1 & 2) and/or Medicare Scope of Appointment.
• PDF Access: Client profiles and Signed forms are stored in Origin, and can be downloaded as PDFs at any time. 

Nimble Intake Value Add:

• Personalized URLs (PURLs): Custom-branded intake forms that match your business’s look and feel. Track referrals, employee onboarding, and COI-specific data with customized PURLs.
• Integrated Household Data Collection: Gather essential household details—Start Dates, SEP Eligibility, Contact Information, Demographics, Health Details, and Income.
• 7 Language Support: Nimble is translated into Spanish (Latin America), Simplified Chinese, Russian, Vietnamese, Arabic, Korean, and English for broader accessibility.
• Complex Income Handling: Supports diverse income types, including self-employment, retirement, and rental income, ensuring accurate reporting.
• Accurate Physician & Medication Data: Nimble checks federal databases to ensure the right doctors are listed and auto-corrects misspelled medications in real time for accurate recording. No more guesswork when running quotes.
• Seamless CRM/AMS Integration: Intake data flows directly into Origin, eliminating data entry errors and saving time.
• Mobile-Optimized Design: Ensure your clients can complete intake forms from any device, enhancing convenience and accessibility.

With Origin CRM/AMS and Nimble Intake, you’ll transform your client experience while gaining the tools you need to scale your business effectively. Streamline workflows, reduce administrative burdens, and focus on what matters most—helping your clients find the best health insurance solutions.