Transform Your Agency
Operations
A complete solution for managing your health insurance agency. From client management to digital intake forms, we've got you covered.
Start Your Transformation
Comprehensive Client Management
Origin streamlines client management by integrating automation, collaboration, and intuitive organization—keeping brokers and teams on track.
Household Organization
Keep all client information organized by household, making it easy to manage family coverage and relationships.
Complete History
Track every interaction, document, and policy change with detailed historical records.
Smart Analytics
Gain insights into your client base with analytics and reporting tools.
Origin ensures every client interaction is tracked, organized, and accessible—so you can provide exceptional service.
Streamline Your Client ManagementStreamlined Task Management
Origin streamlines task management by integrating automation, collaboration, and intuitive organization—keeping brokers and teams on track.
Task Automation
Automate routine tasks and follow-ups to ensure nothing falls through the cracks.
Smart Reminders
Get timely notifications for important deadlines and client follow-ups.
Progress Tracking
Monitor task completion and team productivity with visual progress indicators.
Origin ensures every task is structured, trackable, and completed on time—so you can focus on helping clients.
Boost Your Productivity
Digital Intake Forms
Nimble Intake revolutionizes your client onboarding process with smart, secure, and efficient digital forms.
Smart Forms
Dynamic forms that adapt to client responses, ensuring accurate and complete information collection.
Seamless Integration
Forms automatically sync with the Origin Dashboard, eliminating double data entry.
Multi-Language Support
Forms available in seven languages to better serve diverse client populations.
Streamline your intake process and provide a professional experience for your clients.
Modernize Your Intake Process
One-Click Quoting with HealthSherpa
Save time and eliminate double data entry with our seamless HealthSherpa integration. Quote ACA plans directly from Origin with just one click.
Household location (including county/fips code), census information, calendar year income amount, and doctors are transferred automatically!
What Our Users Say
See what other brokers—who have transformed their practice—have to say about Origin + Nimble
"SnapHealth's Nimble intake and Origin dashboard are intuitive and efficient, significantly streamlining gathering clients' consents and intake process. It has been a game changer for our agents."
Drew Walters
Chief Sales Officer at ICT Insurance Group
"The Origin agent dashboard is easy to navigate – it’s been helpful to have consent, application review, SOA, Nimble client intake and the HealthSherpa URL all in one spot. Agents appreciate the personalization options for the intake/broker profiles like colors and adding their company logo."
Danica Stover
U65 Health Manager at Ritter Insurance Marketing
Frequently Asked Questions
Everything you need to know about Origin + Nimble
What is Origin + Nimble?
Origin + Nimble is a comprehensive agency management solution that combines Origin Dashboard for client and task management with Nimble Intake for digital form collection. It's specifically designed for health insurance brokers to streamline their operations.
How does the HealthSherpa integration work?
Our one-click integration with HealthSherpa allows you to seamlessly transfer client data for ACA plan quoting. Once client information is in Origin, you can generate quotes directly without re-entering data.
Is my clients' data secure?
Absolutely. We maintain HIPAA compliance and use enterprise-grade encryption for all data. Our system includes role-based access control, audit logs, and secure data storage on Google Cloud infrastructure.
Simple, Transparent Pricing
Origin + Nimble Bundle
$70/month
or $720/year
Complete Client Management
Unlimited Digital Forms
All Features Included
Free Updates
Priority Support
Team Training
Email & SMS Notifications
HIPAA Compliant Security
14 years of expertise in health insurance
Customer Service Email: outreach@brokers.mysnaphealth.com