Quality broker CRM solutions streamline client relationships
AI-driven analytics and compliance apps boost client retention
Thatch's intuitive platform makes ICHRA enrollment seamless for brokers
Life as a healthcare broker used to include thumbing through piles of paperwork until you found what you needed, so that you could request additional paperwork. This could be especially challenging because managing data from numerous insurance carriers meant that you were juggling a range of requirements to satisfy each one. That process is, indeed, quite cumbersome.
Thanks to the transformative impact of tech-driven solutions, though, life no longer has to be this way. Even from the consumer/patient side of healthcare, times are changing. Science Soft predicts that by the end of 2026, 25-30% of all medical visits will be telehealth visits. Although it could be thought that many older adults wouldn’t feel comfortable with this technology use, by 2023, more than three out of four adults aged 50-80 were already using a patient portal, according to the University of Michigan National Poll on Healthy Aging with nearly half of them using more than one. So, even the older demographics are becoming more accustomed to these technologies.
Here are some key examples of tech solutions that can help you drive personalized solutions, better track client needs, and stay informed about the ever-changing healthcare landscape, ultimately transforming the way you manage relationships and deliver value to your customers.
Deepen client relationships with quality broker CRM solutions
A customer relationship management system (CRM) uses automation tools to manage interactions with a broker’s customer database, including current and potential ones. When you use one of the quality CRM broker solutions in your business, you can more seamlessly navigate and interact with your client list, providing them with information about the best healthcare plans for their specific needs and satisfying them with your professional services. This can help them improve their health outcomes and live happier, healthier lives.
The best broker CRM solutions are specifically created to navigate regulatory issues to ensure compliance while streamlining brokerage workflows and lowering your administrative burden. One area where this can be particularly beneficial is for companies that need to offer employee benefits in multiple states.
CRMs provide data-driven insights and boost your operational efficiencies, setting the stage for a more successful brokerage firm with increasing revenues through their ability to boost client retention for brokers. The system can integrate with healthcare plans for ease of quoting, maintain potential client data for future reconnections, and send time-saving follow-up reminders.
CRM systems are becoming widely adopted across industries. According to a 2023 Forrester report, 70% of entities surveyed use CRMs, with 57% planning increases in CRM spending. Predictions indicate that the compound annual growth rate (CAGR) is expected to be 7.7% from 2024 to 2030, driven by the demand for automation in healthcare organizations’ customer management. The healthcare market's CRM software development in 2023 experienced moderate growth, with an accelerating pace, and is predicted to continue expanding.
Leveraging AI-driven analytics in healthcare client management tools
AI is increasingly incorporated into broker CRM solutions and other client healthcare management tools. AI solutions empower brokers to automate data entry, underwriting, and policy management processes, freeing them to focus more time and attention on their clients and on growing their businesses.
Homing in specifically on predictive analytics, AI-driven tools enable brokers to analyze large datasets seamlessly through machine learning and discover data patterns to forecast client behavior and market trends. Using this intelligence, you can better manage risk, personalize services to capture a larger share of the market, and proactively stay ahead of anticipated market changes. AI can reduce errors, increase operational efficiency, and cut costs as you engage in better, more informed decision-making.
McKinsey and Company notes in March 2025 that more than three-quarters of their study respondents already use AI for one or more business functions. However, only 1% of company executives say their AI rollouts have reached the maturity stage. In other words, there’s plenty of room for growth.
Automated healthcare management tools help to ensure regulatory compliance
Ask just about any healthcare professional their top concerns, and regulatory compliance will almost certainly be included in the list. They must stay in compliance with dynamic, ever-evolving federal and state regulations — and, as a healthcare broker, you also need to stay on top of regulatory issues.
Fortunately, the right healthcare management software can automate your compliance requirements. You can proceed with confidence, knowing that your procedures and processes meet regulations, eliminating the need for lengthy manual confirmations.
At its simplest, this involves the ability of healthcare management tools to pull relevant information from the system and compare it against compliance check rules. You can typically ask the automated system to send you reporting on predetermined days, review the dashboard to ensure that no red flags exist (or address them if they do); and use this information to demonstrate to your clients how proactively you navigate regulations to stay in compliance. If you ever need to show this to auditors, you’ll have the information right at hand.
Thatch as your go-to broker CRM solution for ICHRA
Individual Coverage Health Reimbursement Arrangements (ICHRA) is really on the move, and the direction is up! In the HRA Council’s 2023-2024 report, titled “Growth Trends: ICHRA & QSHERA,” they note how ICHRA adoption is up 29%, overall, with applicable large employer (ALE) participation growing by 84%. At Thatch, we offer an all-in-one ICHRA software for brokers. And recently, we’ve integrated our API with Allstate Health Solutions and Intuit QuickBooks to simplify health benefit complexities further and expand the application’s capacity.
Streamline offering ICHRA to your brokerage’s clients
With Thatch technology, you can literally set up your clients with ICHRA within minutes. We partner with brokers who serve companies of all sizes to bring simple, affordable, and flexible health benefits to employees. Check out our demo to see it in action.
