Built for ACA agencies
Your agency under control. Your money too.
KashCare brings clients, tasks, Open Enrollment and commissions into one system designed around the real operation of a health insurance agency.
✓ Not another generic CRM✓ Runs on WordPress✓ Designed for ACA
Open Enrollment active
KashCareGood morning, AnaAgency overview
Oct 18Reconciled commissions6 months
Open Enrollment
78%
973 renewed+$1,260payment identified
Included capabilities
Everything KashCare puts to work for your agency.
Purpose-built tools connecting daily operations, your Book of Business and every dollar you should collect.
Module 01
Tasks
Order and accountability for every follow-up.
Kanban, list and calendar views✓ Included
Owners, priorities and due dates✓ Included
Tasks connected to each client✓ Included
Status, priority and category filters✓ Included
Completed-task archive and tracking✓ Included
Team workload visibility✓ Included
Module 02
CRM / Book of Business
Your complete book, connected and searchable.
Central client and household database✓ Included
Dependents, policies and documents✓ Included
Book search and filters✓ Included
Protected sensitive fields and attachments✓ Included
Operational dashboards and reports✓ Included
Open Enrollment tracker✓ Included
Data import and export✓ Included
Module 03
Commissions
Reconciliation that protects what you produce.
Statement import✓ Included
Automated carrier reconciliation✓ Included
Expected vs. received payments✓ Included
Missing-payment and discrepancy detection✓ Included
Chargeback tracking✓ Included
Collection dashboards and reports✓ Included
Export and monthly close✓ Included
Your operation should not depend on memory
Your agency grew. Your tools did not.
When your book of business lives across Excel, WhatsApp and paper, every day brings duplicated work, missed follow-ups and money nobody claims.
•••
Scattered follow-ups
Tasks disappear inside chats, notes and messages without an owner or deadline.
▦
Excel does not alert you
A spreadsheet stores information, but it cannot tell you which client needs attention today.
$
Unchecked commissions
Missing payments go unnoticed when reconciling every statement takes hours.
One system. Three critical areas.
Everything your team needs to move forward.
KashCare connects daily work with every client and every dollar, so your operation is no longer fragmented.
Module 01
Tasks that reach the finish line
Assign, prioritize and track every follow-up with the right client always in view.
- Owner, priority and due date
- History connected to each client
- Team-wide workload visibility
Module 02
CRM / Book of Business: your entire book in one place
Centralize your client, dependent and policy database with dashboards, reports and Open Enrollment tracking.
- Complete client and household record
- Policies, dependents and related documents
- Dashboards, filters, reports and exports
- Visual Open Enrollment tracker
Module 03
Commissions that reconcile
Import statements, match payments and find differences before they become losses.
- Automated carrier reconciliation
- Missing-payment, discrepancy and chargeback alerts
- Dashboards and collection reports
Order from day one
A simpler operation in three steps.
KashCare adapts to the way a health insurance agency works without forcing you to build every process from scratch.
- 1Centralize
Bring clients and policies into one place.
- 2Organize
Connect tasks, renewals and owners.
- 3Recover
Find differences and collect what is owed.
✓
Sensitive data deserves care
Security built into the workflow.
KashCare includes role-based access, activity records, encrypted sensitive fields and protected attachments. Final security also depends on your WordPress installation, hosting and internal policies.
● Role-based access● Activity records● Protected data● Export tools
Read our security approach →Simple, transparent pricing
Everything your agency needs to launch, grow and collect with confidence.
Start with a professional implementation on your own hosting, then choose a monthly license based on your team size.
Promotional price
Complete implementation
$999one-time
A professional foundation to get your agency started.
- KashCare installation on your WordPress server or hosting
- Professional website for your agency
- Custom domain and branded email setup
- SSL security certificate setup
- Initial import of your client data
Independent agent
$99/ month
Organize your book of business with support from one assistant.
- 1 agent + 1 assistant
- Tasks, clients and commissions
- Updates and support
Additional capacity
+$59/ month
Add capacity as you bring more producers into your agency.
- Per additional agent + assistant
- Users, roles and centralized operations
- Available for teams of up to 15 agents
More than 15 agents
Custom pricing
A proposal tailored to your agency's volume and operation.
- Tailored setup and migration
- Custom team structure
- Onboarding based on scope
$999 promotional implementation + monthly license.Tell us about your team and we will help you choose the right setup.
Ask on WhatsApp →The implementation offer assumes compatible WordPress hosting and an initial import from agreed files. Domain, hosting, email and third-party service renewals are billed separately unless the written proposal says otherwise. Complex data cleanup or migration may require an additional quote. Applicable taxes are not included.
Less chaos. More control.
See what your agency may be leaving on the table.
Book a video call or request a recorded walkthrough by email.
Chat on WhatsApp →hello@kashcare.onlinePersonal response · No obligation