EIGHQ gives your agents the tools, training, and technology to close more clients and grow faster — powered by EJ Insurance Group.
Every role gets a purpose-built workspace. No shared dashboards, no clutter — just the tools each person needs to do their job.
Your complete consultation workspace. From first call to enrolled client — everything in one place.
VA-powered intake, scheduling, and client communication so agents stay focused on consultations.
Manage your entire team from one place. Track production, commissions, and growth in real time.
This isn't an off-the-shelf CRM. EIGHQ is a proprietary platform built from scratch for Medicare brokerage — and it shows.
Custom-built platform — not a rebranded generic CRM. Agent Portal, Support Portal, Admin Dashboard — all connected, all purpose-built.
Our dedicated support team handles intake, scheduling, and client communication. You close deals. They handle the admin.
11-stage workflow from lead to active client. Automated reminders, status tracking, and follow-up sequences. Nothing falls through the cracks.
Side-by-side plan comparison, provider match engine, and carrier hub with every carrier in one screen. Find the right plan in minutes, not hours.
See your initial and renewal commissions, payment history, and production metrics in real time. Full transparency on every dollar.
Built-in call scripts, objection handling library, and compliance reminders. New agents ramp faster. Experienced agents close more.
Automated SMS reminders, confirmation tracking, no-show recovery, and calendar management. Your schedule runs itself.
SOA tracking, CMS rules, and documentation requirements baked into every workflow. Stay clean without the overhead.
A proven, standardized playbook. Scale your own team under the EIG umbrella with documented operations and shared infrastructure.
Agency owners bring their team, keep their override. Your agents get full EIGHQ access. Your business keeps growing.
Every screen is purpose-built. No feature bloat, no learning curve — just the tools agents actually use to close clients.
KPI cards, today's appointments, priority queue, and hot leads — everything visible the moment you log in. No digging required.
11-stage Kanban board from first contact to active enrollment. Drag clients through stages. See exactly where every prospect stands.
Side-by-side comparison across all carriers. Sort by premium, deductible, coverage, or provider network. Find the right plan in minutes.
Green/yellow/red results show instantly which plans cover the client's existing doctors. The most powerful objection handler in Medicare sales.
SMS, email, and call logs in one thread per client. Full conversation history, follow-up queues, and automated appointment reminders.
Initial and renewal commissions side by side. Payment history, production totals, and pending amounts. Every dollar accounted for.
Stop juggling spreadsheets, sticky notes, and 6 different apps. Get a dedicated workspace, EIG Support Team, and a full tech stack behind every client conversation.
Bring your team under EIG. Keep your override. Your agents get full EIGHQ access — the platform, the support team, the pipeline — the whole operation.
Don't start from zero. Step into a fully built operation — scripts, training, compliance tools, a support team, and experienced leadership from day one.
Fill out the application form below. Takes about 3 minutes. Tell us your license type, experience, and what you're looking for. We review every application personally.
Get your EIGHQ login, meet your support team, and walk through the platform. We handle contracting and appointments. You'll be fully set up within a week of approval.
Start taking clients with a full tech stack behind you. The pipeline, the tools, the support — it's all there. Just focus on consultations and let EIGHQ handle the rest.
"The platform alone is worth it. I used to manage everything in spreadsheets — now I can see every client, every commission, and every appointment in one screen. My close rate went up 30% in the first month."
"I brought my whole team over. We kept our overrides and our agents immediately had access to better tools than we ever had at our old FMO. The EIG Support Team alone changed our entire operation."
"I was brand new to Medicare and terrified. The call scripts and training center made me feel like a veteran agent by week two. I enrolled my first 6 clients in 30 days."
Applications are reviewed personally. We typically respond within 24–48 hours. If you're serious about growing, we want to talk.
Thank you for applying to join EJ Insurance Group. We review every application personally and you'll hear from us within 24–48 hours.
In the meantime, check out our platform overview deck.