ApproveThis manages your Search And Save Integration approvals.

Why Insurance Agencies Need This Integration Now

Medicare quoting and enrollment seasons bring relentless pressure for insurance agencies. Between compliance requirements, client onboarding delays, and internal approval bottlenecks, teams waste hours chasing signatures or reconciling data across disconnected systems. This is where combining ApproveThis with Search & Save creates a decisive advantage.

Search & Save excels as a Medicare-focused CRM, letting agents manage quotes, client lists, and compliance data. But when approvals enter the picture – whether for new clients, policy exceptions, or commission structures – manual processes creep in. ApproveThis removes friction by adding structured, automated approval workflows directly into Search & Save’s data environment. Together, they ensure every decision is tracked, compliant, and fast.

Two Powerhouse Platforms, One Unified Workflow

Search & Save acts as the central hub for agent-client interactions, while ApproveThis becomes the control center for decisions. This integration isn’t about replacing existing tools – it’s about connecting them in a way that eliminates busywork. For example:

Scenario: An agent submits a high-value Medicare Advantage plan request for a client with complex eligibility factors. Search & Save stores all client data, but the plan requires underwriter approval. With ApproveThis integrated:

• The request auto-generates in ApproveThis with client details pre-filled from Search & Save
• Underwriters receive email notifications with direct approve/deny links
• Approval status syncs back to Search & Save, triggering next steps

Key Use Case: Accelerating Client Onboarding

Medicare agencies often face delays when new clients require internal reviews – whether due to special enrollment periods or eligibility questions. A manual approval process means agents constantly check in with compliance teams, leading to missed emails and frustrated clients.

Integration Solution: When a “high-risk” client is flagged in Search & Save (based on custom criteria), ApproveThis automatically routes the case to designated reviewers. Approvers get all necessary context within the approval request, including calculated fields showing potential compliance conflicts. Decisions happen in hours, not days, with full audit trails stored in both systems.

Key Use Case: Compliance Safeguards for Commission Approvals

Commission structures in Medicare can trigger strict oversight requirements. Manually verifying that every exception aligns with carrier guidelines is error-prone. The integration allows agencies to:

• Auto-flag commission requests exceeding predefined thresholds in Search & Save
• Route exceptions through ApproveThis with calculated fields showing variance percentages
• Require dual approvals from finance and compliance teams

Features That Make This Integration Unique

While Zapier connects many apps, this integration leverages ApproveThis features that specifically solve insurance workflow challenges:

Approval Thresholds for Medicare Guidelines

Set automatic approvals for routine client submissions that meet CMS guidelines, while escalating exceptions. For example, if Search & Save calculates a client’s eligibility score above 85%, auto-approve. Scores below? Route to case managers with priority tags.

Delegation Without Disruption

During annual enrollment, key approvers often get overloaded. ApproveThis’ vacation delegation automatically reroutes requests to backups based on Search & Save’s team calendars. No more stalled applications because a manager is at a carrier conference.

Client-Facing Approvals Without Licensing Costs

When external parties (like clients or partner agencies) need to sign off, ApproveThis sends branded emails with secure approval links. Crucially, these external users don’t need Search & Save licenses – reducing costs while maintaining professionalism.

Benefits Across Departments

For Agents

Reduce follow-up emails by 60%+ with real-time approval status visible in Search & Save. Automatic reminders ensure requests don’t get buried in underwriter inboxes.

For Compliance Teams

Every approved/denied decision includes timestamped notes stored in both systems. During audits, pull full histories showing who approved what – and why.

For Operations Managers

Identify bottlenecks using ApproveThis’ dashboard. If Medicare Supplement Plan G approvals take 3x longer than Plan N, adjust workflows or staffing proactively.

Implementation Made Simple

Setting up the integration takes under 30 minutes using Zapier. Here’s how:

1. Connect Accounts: Log into Zapier, then authorize both ApproveThis and Search & Save
2. Choose Triggers: Select Search & Save events like “New High-Risk Client Added” or “Commission Exception Requested”
3. Map Fields: Pull relevant Search & Save data into ApproveThis requests (client ID, eligibility score, etc.)
4. Set Approval Rules: Configure approvers, thresholds, and escalation paths in ApproveThis
5. Test & Activate: Run test submissions to ensure data flows correctly between systems

Most agencies replicate their existing approval chains within ApproveThis during setup. For complex workflows, ApproveThis offers complimentary onboarding support.

The Bottom Line: Speed Meets Compliance

In Medicare, delays cost commissions and compliance missteps cost licenses. This integration lets agencies:

Cut Approval Times: From days to hours for 92% of routine cases (based on client data)
Reduce Errors: Auto-populated fields eliminate manual data entry mistakes
Scale Seasonally: Handle 3x more enrollments without adding approvers

Unlike generic approval tools, this combination speaks the language of Medicare workflows. Approval thresholds align with carrier guidelines. Escalation paths respect hierarchy during crunch periods. Client data stays synchronized without risky copy-paste.

Next Steps for Your Agency

ApproveThis offers a 14-day free trial with prebuilt templates for Search & Save integrations. For a customized demo showing how your specific workflows would operate:

Schedule a Demo | Start Free Trial

Note: All Search & Save users receive priority support from ApproveThis’ insurance workflow specialists during onboarding.