Financial management; Customer relationship management; Order fulfillment management services; Business management of insurance agencies and brokers on an outsourcing basis; Business management relating to relations with insurance carriers, wholesalers, healthcare providers, field marketing organizations, and other vendors and entities; Regulatory compliance auditing; Regulatory compliance consulting in the field of insurance; Regulatory compliance licensing management in the field of insurance; Platform as a service (PAAS) featuring computer software platforms for the management of insurance agents, insurance agencies, products, enrollments, and customers; Software as a service (SAAS) featuring software for the provision of member-based services, billing and fulfillment allowing for the sale of insurance and non-insurance products, namely ancillary services and benefits offered as part of a member-based association
Telecommunication services, namely, providing access to a portal allowing users to access membership information, billing and account management tools, and practice or business information; Business consulting services: business administration services, namely, providing administrative support services to individual dentists and group dental practices, assisting professional practices, namely, dental professionals and other professional service businesses to create, design, develop, administer, and market direct membership programs enabling their clients, customers, and patients to receive specified benefits and cost reductions on provided services.; Providing temporary use of on-line non-downloadable cloud-based software for creating, managing, and marketing in-house direct discount membership programs, allowing members to receive specified benefits and cost reductions on provided services; Providing an Internet website client portal featuring technology that allows users to create, administer, and market in-house direct membership programs; Providing an Internet website member portal featuring technology that allows members to access membership information, billing and account management tools, and practice or business information; Providing online non-downloadable computer software platforms for marketing in-house direct discount membership programs; Providing online non-downloadable computer software platforms for self-enrollment by patients or clients in patient membership plans
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