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Joined September 2021 | Last Updated February 2025

For agents who serve small businesses, MyHealthily provides differentiation through our proprietary platform. With a completed census, you can quote medical, ancillary, and voluntary benefits, complete contribution strategies, and start enrollment in one 45 minute meeting.

Features & Quick Stats

Key Features

  • Real-time quoting
  • Marketing support
  • Zero paperwork
  • Co-management with clients
  • 1 medical questionnaire for quotes up to 5 carriers

Core Business

Small Business (less than 50) Health and Ancillary Lines

How MyHealthily Helps Independent Agents & Brokers

We allow an agent to quote, compare, evaluate contributions, bind and enroll in one 45 minute meeting.

Catalyit Team Review

Streamlining Small Group Health Insurance for Agent Convenience
Published: February 19, 2024

What we like:

  • The platform’s ability to streamline processes, differentiate agencies, and increase revenue.
  • Its efficiency in processing small group insurance, reducing time and effort.
  • The comprehensive nature of the platform, serving as a quoting engine, form collection, full benefits administration, and enrollment engine.
  • A competitive cost structure, starting at $399 a month.

Things to consider:

  • MyHealthily is specifically tailored for agencies that focus on or are interested in selling small-group health insurance. If your agency does not deal with small-group insurance, this platform might not align with your business needs.

Summary:
The cost for to an agency of getting a small group health insurance quote is often not worth the commission received. MyHealthily has created an innovative platform that gives agents the tools to sell and service small groups (under 50 lives) with remarkable efficiency and convenience. This platform offers tools to enhance the efficiency and effectiveness of selling and servicing small-group health insurance.

Key Features:

  • Streamlining the Quote Process: The MyHealthily platform is a quoting engine, form collection, full benefits administration, and enrollment engine. It greatly reduces redundancy in data entry and simplifies the enrollment process.
  • Market Access and Plan Comparison: The platform allows users to quickly upload an employee census, view the entire marketplace, access numerous plans, and filter options based on client needs. It allows quick quoting and helps agents compare multiple plans.
  • Enhancing Profitability for Small Groups: The platform helps make small groups profitable and minimizes paperwork to speed up enrollment, ultimately benefiting insurance agencies and clients.
  • Association-Facing Functionality: The platform works with over 50 associations and helps generate leads without buying leads, positioning it as a valuable asset for association-facing clients.
  • Fostering Efficiency and Revenue Growth: MyHealthily’s platform offers quoting for dental, vision, and supplemental products, thereby streamlining proposal creation, branding, and compliance with required notices.
  • Simplified Management and Tracking: The platform also provides ongoing benefit management for the agency by streamlining enrollment, live status tracking, managing plan changes, and approvals. This is another time-saving feature for small-group health insurance administration.

* Unbiased review based upon information and insights available.