OpenCharts for Insurance

Ready for AEP, every season.

Agent onboarding, carrier certifications, comp grids and bilingual plan guides, built once in OpenCharts and kept current by the team, so hundreds of agents are ready to sell on day one.

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Agencies, FMOs and the carriers they work with

A week on OpenCharts

The jobs it does on day one.

Every one of these is a shipped product with its own page. Theo does the work; your team reviews and ships.

01Boards

Track every agent from contract to ready-to-sell

Onboarding paths on a board with a calendar, so agent success sees who is stuck and where before the season starts.

See Boards
Boards in OpenChartsBoards
02Sheets

Certification dashboards the uplines can see

Carrier certifications and comp grids in a live spreadsheet Theo fills, charts and keeps clean, shared with exactly the people who need it.

See Sheets
Sheets in OpenChartsSheets
03Presentations

Carrier one-pagers and plan guides in minutes

Describe the plan and Theo builds the deck or one-pager in your brand. The same brief in Spanish is one line away.

See Presentations
Presentations in OpenChartsPresentations
04Notes

Enrollment checklists from locked templates

Checklists and client one-pagers the whole agency reuses, with the version history that satisfies compliance.

See Notes
Notes in OpenChartsNotes
05Whiteboards

The AEP war room

Daily standups on a shared whiteboard, every office in the same room, with Theo turning the sketch into the plan.

See Whiteboards
Whiteboards in OpenChartsWhiteboards
06Workflow Builder

Automate the repeatable parts

A weekly certification status summary, a welcome sequence for new agents, a nudge when a tracker goes stale: workflows that run themselves.

See Workflow Builder
Workflow Builder in OpenChartsWorkflow Builder
Ships from your workspace
Onboarding pathsCertification dashboardsComp gridsPlan guidesEnrollment checklistsClient one-pagers
Governed by default
  • SSO / SAML
  • Role-based access
  • Audit logs on everything
  • Zero training on your data
OpenCharts for Enterprise
Proof

In their own words.

Teams on OpenCharts, alongside the carriers and networks their work touches every day.

Used by teams at
  • UnitedHealthcare logo
  • New Health Partners logo
  • Aetna logo
  • Community Health Choice logo
  • Hispana de Seguros logo
  • Wellabe logo
  • Humana logo
  • Pediatrica Insurance logoInsurance
  • Molina Healthcare logo
  • HealthSherpa logo
  • Internal Health Plans
New Health Partners logoHealth and life FMO
We onboard hundreds of agents ahead of every AEP. Certification trackers, carrier one-pagers, comp grids — all live in OpenCharts, all governed, all on-brand.
Director, Agent Success · New Health Partners
How they run OpenCharts
  • Agent onboarding paths tracked from contract to ready-to-sell
  • Carrier certification dashboards shared with uplines
  • AEP war-room whiteboards for daily standups
Ships from their workspace
Onboarding pathsCertification dashboardsComp grids
FAQ

Questions from insurance teams.

How do agencies use OpenCharts during AEP?
Onboarding paths on Boards, certification and comp trackers in Sheets, carrier one-pagers and plan guides as Presentations and Notes, a shared whiteboard for the daily standup, and workflows that send the summaries and nudges. One workspace, one login, governed by role.
Can every agent and upline see only what they should?
Yes. Workspaces, folders and documents carry role-based access, SSO brings identity from your provider, and audit logs record who changed what.
Does it work in Spanish?
Yes. Theo writes and rewrites in the language you ask for, so a plan guide or enrollment checklist built once ships in English and Spanish from the same brief.
What does it cost for a team?
Plans start with a per-user monthly price and scale to Teams and Enterprise agreements with SSO, audit log exports and a dedicated SLA. The pricing page lists every plan; ask for a demo and we will scope the rollout with you.
Soft clouds drifting across a bright sky

Bring your insurance team
on board.

One workspace, Theo inside, and the jobs above on day one. Start on your own, or ask for a demo and we will map it to your week.

Get startedGet a demo

Agencies, FMOs and the carriers they work with