Hollenbacher Insurance is a purpose-built tool exclusively for agents of Hollenbacher Insurance Agency. Designed for Medicare Advantage enrollment meetings, this app streamlines the client intake process from start to finish. During a 1-on-1 meeting with a prospective client, simply use your iPhone camera to photograph the completed enrollment form. The app automatically parses the form data and exports a correctly formatted CSV file that can be uploaded directly to your agency's CRM to create a new client record. KEY FEATURES: • Form Scanning — Capture enrollment forms quickly and accurately using your iPhone camera • Automatic Parsing — Field data is extracted and mapped automatically, eliminating manual data entry • CRM-Ready CSV Export — Output files are formatted to match your agency's CRM import requirements • New Client Creation — Upload the CSV to instantly create a new client record in your CRM • Built for Medicare Advantage — Optimized for the forms and workflows used in Medicare Advantage plan enrollment • Agent-Only Access — Restricted exclusively to authorized Hollenbacher Insurance Agency agents This app is not available to the general public. Access requires valid Hollenbacher Insurance agent credentials.