Walkthrough
See it run on one of your own clients.
Bring a ZIP code and a medication list. We quote it live, build the proposal your client would open, and answer whatever you ask along the way.
- Your ZIP, your client's drugs and doctors. Or a sample list, if you would rather watch first.
- Free. No card and no account until you want one.
- A reply within one business day. From a person, to set a time that suits you.
Not ready to talk? Open the live plan search and try a ZIP yourself.
What we will go through.
Four parts, in the order a sale happens. The order is yours: if you only care about Supplement quoting, or moving a team over, we start there.
A quote on a ZIP you bring
- Medicare Advantage
- Part D
- Medicare Supplement
We search the plans sold in that ZIP, price your client's prescriptions on each one, and check their doctors where a carrier publishes its directory. You see which plans cover everything and what a year of each would cost.
The proposal your client opens
- Your name and logo
- Beside their current plan
- Opens on a phone
One link to a page under your name, logo and colours: the plans you picked, side by side with the plan they have now, their drug costs on each, and a way to book time with you.
The paperwork around a sale
- Scope of Appointment
- Check-in page
- Tasks and email
A Scope of Appointment your client signs from a link. A check-in page they fill in before you meet, with their medications and doctors. Your tasks, your own mailbox and a pipeline for the season, on one screen.
Your book and your team
- IntegrityCONNECT
- MedicareApp
- MedicarePRO
- Spreadsheets
How the clients you already have come in from IntegrityCONNECT, MedicareApp, MedicarePRO, a carrier's book of business file or a spreadsheet. Who on a team can see which clients. What your first week looks like.
What it costs.
The prices are public, so you know them before the call. Pro starts with a 14-day free trial.
One agent: quoting, proposals and client records.
The full workspace, for agents and small teams who work in it every day.
An agency rollout under your own brand, priced with you.
Before you book.
The questions agents ask first, answered here so the call can be about your book.
- What should I bring?
- A ZIP code and, if you can, one client's medications and doctors. No names are needed. If you would rather watch first, we use a sample list.
- Which products does it quote?
- Medicare Advantage and Part D plans from Medicare's own plan files, Medicare Supplement rates, Marketplace plans for clients under 65, and dental, vision and hospital indemnity from the carriers loaded so far. Ask about yours.
- Does it replace my enrollment tool?
- No. You enroll where you enroll today: MedicareApp, a carrier's site, Medicare.gov. This does the quoting, the proposal and the client record, and keeps track of the application once it is in.
- Can it bring in the clients I already have?
- Yes. Connect IntegrityCONNECT, MedicareApp or MedicarePRO and your clients, plans and medication lists come across. A carrier's book of business file or your own spreadsheet works too.
- How is client information protected?
- Health details, Medicare numbers and contact details are encrypted in the database. We hold business associate agreements with our hosting, database and storage providers.
- What happens after I send the form?
- A person reads it and writes back within one business day to set a time. No account is created and nothing is charged.