Everything Your Agency Needs — In One Platform
A visual tour of the platform built for Medicare and ACA agencies.
AI-Powered Plan Matching
Search Medicare and ACA plans by county using source-labeled public, carrier, and partner data. Recommendations use retained doctor, medication, and budget evidence.
- 10 product lines · All carriers
- Drug formulary matching
- County-level accuracy
- Real-time pricing
Branded Proposals & SOA
Build professional plan comparisons your clients can view on any device. Digital SOA with e-signature. Track when they open it.
- Side-by-side comparison
- One-click email send
- Real-time view tracking
- PDF export for compliance
Full Client Management
Your entire book of business in one place. Contact history, coverage details, tasks, and notes. Pipeline for every stage.
- Contact log + notes
- Coverage tracking
- Task management
- Household grouping
Click-to-Call & Recorded Appointments
Call clients from the CRM with one tap and log every disposition. For compliance, run recorded, consent-based enrollment appointments in the browser — no third-party dialer required.
- One-tap click-to-call with auto-logging
- Disposition tracking for follow-ups
- Consent-based recorded appointments
- Call scripts & disclaimer teleprompter
Points, Levels & Challenges
Turn daily production into a game. Leaderboards, achievements, seasonal competitions, and cosmetic rewards.
- XP points system
- Level progression
- Team leaderboards
- Cosmetic rewards
Agency Intelligence
Production dashboards, agent scorecards, enrollment analytics, and commission tracking. Know exactly where your agency stands.
- Real-time dashboards
- Agent scorecards
- Enrollment trends
- Commission projections