DORI WORKS:
"THE BROKER TOOLKIT"
Health Insurance Brokers and Medicare Specialists, say hello to a groundbreaking evolution of Dori Works – crafted precisely for your success. We're thrilled to unveil a platform that's not just a step forward but a leap into the future of client management and compliance adherence.
HELLO. WE'RE DORI WORKS
Leading Health Insurance Brokers Software as a Service (SaaS)
Imagine a tool that streamlines your workflows with a seamless Digital Statement of Appointment (SOA), meticulous Call Recording, and Client Management Features—all designed to empower your business. Our intuitive, user-friendly interface simplifies your day-to-day, allowing you to focus on what you do best: delivering exceptional service to your clients.
THE TOOLKIT
Streamline your workflow with our enhanced, intuitive interface, and dedicate more time to providing top-notch service to your clients. Dori Works now offers an upgraded suite of features on a secure cloud, giving you the flexibility to manage your business from any device, at any time.
Call Recording
Experience the ease of call recording directly from your cellphone, using your very own number. All recordings are organized and stored securely in the cloud, ensuring immediate access whenever you need them.
Digital SOA
Elevate your client management with the ability to send a Statement of Appointment (SOA) directly from your phone. Clients can sign it on their own devices, and you'll receive the documented confirmation straight into their profile for seamless integration and organization.
CRM
Unlock seamless client interactions with our state-of-the-art CRM feature! Organize, track, and nurture your client relationships all in one place, ensuring personalized communication and top-tier service that keeps you ahead in the competitive insurance landscape.