e123 is the leading life and health distribution management system for insurance marketers (FMOs, IMOs), carriers and service providers.  Designed to help grow sales efficiently by empowering partners to work collaboratively across organizations, e123 modules manage product set-up, enrollment, administration, billing, downlines, commissions, and power your full book of business.  The e123 platform integrates with existing CRM, policy administration and BI systems for enterprises, while providing complete internal CRM, workflow and reporting options as an all-in-one solution.  Tuned with over 20 years of feedback for efficiency, e123 offers end-to-end, consolidated visibility into agency, policy, and member data across carriers, downline and geographies.  With e123 you can achieve greater agility and focus more on innovation.

e123

Fred Studier

Troy Spoon

Tim Norman

Steve Jaeger

John Paul Uva

Joe Siedel

Brendan M.

The Client Services team at e123 is dedicated to ensuring optimal client satisfaction and operational efficiency by providing top-tier support and engagement for insurance marketers and service providers. This team handles client inquiries, troubleshoots technical issues, and manages comprehensive client relationships, ensuring seamless integration and utilization of the e123 platform. They work collaboratively to address client needs and empower them to maximize their sales and operational workflows through e123’s robust system.

Client Services

Engineering

Leadership Team

Client Services

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Engineering

Leadership Team