Broker Platform
One workspace for the conversations that matter.
Client profiles, comparisons, recommendations and follow-up in one connected place — designed around the way good advice actually happens.
Quote to enrollment
Four stages, one continuous record.
Each stage builds on the last, so nothing your client told you is ever lost between tools.
- 01 · Intake
Collect
A shared intake gathers household, doctors, prescriptions and budget once.
- 02 · Analysis
Compare
Rank options by fit, with typical-year and harder-year costs side by side.
- 03 · Advice
Recommend
Share a branded, plain-language summary your client can return to.
- 04 · Relationship
Support
Keep notes, reminders and renewals connected all year.
Providers & medications
What matters to clients, checked per plan.
Add a client’s doctors and medications once. Every plan in the comparison shows network status and prescription costs beside it, and flags anything out of network — ready to discuss, not to research.
- Doctor and clinic network checks
- Prescription costs by plan
- Flags for anything out of network
Renewals
Every renewal, seen in good time.
The renewal pipeline lists each household renewing in the next 90 days with its current plan, what changes and your next follow-up — so review conversations start early, never in a rush.
- Renewals due in 30, 60 and 90 days
- Premium and network changes to review
- The next follow-up for each household
Data & relationships
Your clients, your relationships.
Sanaira is designed so that trust flows in the right direction — from clients, to their broker.
Clients decide what they share
Households choose what their broker can see, and can change it.
Visibility follows assignment
Advisors see their own clients by default; sharing is deliberate.
Relationships stay with you
Your client list is yours. The platform never markets to it.
Your next step
See the broker workspace.
Walk through intake, comparison and follow-up with sample clients from your own book.