For Agents

Agents and agencies

One-Stop Health Insurance Platform for All Agency Needs

NEO equips licensed agents and agencies with advanced quoting software, real-time enrollment tools, commission tracking, and centralized book of business reporting across all platform partners. We provide market-leading commissions, best-in-class carriers, and program partners to ensure your success.

Access a wide range of coverage options through trusted carriers, streamline client onboarding, and grow your business with tools designed to simplify every step of the sales process.

Rectangle 34624509

Need to know

Why Partner with NEO for Agent Success & Support

Diverse Product Portfolio

Access a wide range of supplemental health, dental, vision, short-term medical, accident, and telehealth plans from leading carriers.

Nationwide Licensing Support

Sell across the country with expert guidance on appointments, licensing requirements, and compliance best practices.

Cutting-Edge Tech Platform

Quote, enroll, and manage policies instantly through our streamlined agent portal—no more manual paperwork or back-and-forth.

Agent Services

Access a full insurance platform for agents with commission tracking, centralized reporting, and a quoting portal to manage clients with ease.

Training Support

Get tailored agent training support with resources on quoting, enrollment, and compliance, helping you grow your book of business efficiently.

Compliance Support

Stay protected with insurance compliance support that streamlines licensing, appointments, and carrier requirements, so you can focus on sales.

Centralized Quoting & Reporting Tools

Get full visibility into your book of business with our centralized quoting portal and real-time reports—simplifying tracking and renewals.

Software Testimonials

What Our Customers Say About NEO Insurance Solutions

Mark Palterovich
Agency Owner

 “Neo Insurance Solutions gave us a single, easy-to-use system that connects sales, commissions, and client service. What used to take days now happens in real time.”

Leandro Raymond
Agency Owner

“Our agency has never been more organized. With Neo Insurance Solutions automating our workflows, we’ve cut down on errors and grown faster than we thought possible.”

Zachary Walin
Agency Owner

 “Thanks to Neo Insurance Solutions, we no longer juggle multiple systems. Everything we need — from quoting to paying commissions — is in one place, and it just works.”

Our Blog

Top Insurance Articles by NEO

How a Centralized Insurance Platform Helps Agents and Agencies Streamline Sales

A look at how all-in-one insurance platforms like NEO empower agents and agencies to manage quoting, enrollment, and commissions with greater speed and accuracy.

What Is an MGA Platform—and Why It Matters to Carriers

Explore how MGA platforms simplify distribution, connect stakeholders, and offer scalable solutions for carriers, groups, and insurance programs.