Goodbye Open Enrollment, Hello Tax Season!!

Brett Henry

Now that OE is coming to an end, why not generate a new stream of income? Best part, your prospects already trust you with your health insurance! Welcome to Prime Tax (PT)!! PT is a brand-new Income Tax software built for the Health Insurance Agent/agent space.  The software that has been 2 years in the making. PT is revolutionizing the industry with AI powered tax software.

No license is needed to file returns & no previous experience. With the PrimeTax app launching, this AI software has you put in the basic information of a client & the app does the rest for you.  Every Return you submit (or your client) earns 25% commissions on each tax return filed. Along with the AI capabilities, the PrimeTax app will include Seamless Scheduling where clients can easily schedule a 15-minute consultation directly within the app, which provides real-time availability, flexible time slot selection, confirmation and reminder notifications and the option to choose between video or phone calls.

The app is strategically designed to redirect unnecessary calls and inquiries away from the insurance agent and directly to the app, creating a more streamlined and efficient process for both clients and the agency. If you would like to learn more about PrimeTax and how you can start earning additional commission reach out to Brett Henry, the Director of Sales at CH for PrimeTax.

Below is the website for PrimeTax as well as the app we will be launching tomorrow:

Website: Prime Tax Associates

App Walkthrough: https://www.figma.com/proto/84V3FCOc9RqZkPUj2NZrCV/PRIME-TAX?node-id=1-2&starting-point-node-id=137%3A6538&locale=en

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