• Capture and manage Medicare prospects and client records

• Complete Scope of Appointment (SOA) requirements directly within the platform

• Quote and enroll clients through integrated carrier and enrollment tools

• Track permission-to-contact documentation and compliance activity

• Access a Plan Cheat Sheet for every state, allowing agents to quickly compare benefits and plan highlights

• Monitor application status and enrollment activity in real time

• Maintain full commission oversight, including tracking earnings and reconciliation visibility

• Request carrier contracts with one click directly through the portal

• Send Needs Assessments directly to clients for compliant fact-finding and plan recommendations

• Schedule follow-ups, renewals, and annual review reminders

• Manage retention campaigns and cross-selling opportunities

Designed specifically for Medicare professionals, the CRM helps agencies stay compliant, streamline workflows, and deliver a seamless client experience from first contact through enrollment and long-term retention.

• Submit member service requests and track resolution status

• Access support for billing, eligibility, and enrollment inquiries

• Request assistance with plan changes, corrections, and member updates

• Coordinate client retention and post-enrollment support services

• Access escalation support for urgent member or broker concerns

• Communicate directly with the customer service team through centralized ticket management

Designed to enhance the client experience, Customer Service ensures brokers have reliable operational support — allowing agents to focus on growing their business while maintaining strong member satisfaction and retention.

• Submit new carrier contracting requests digitally

• Request contracts with one click directly through the portal

• Track appointment status and approval progress in real time

• Monitor state licensing status and expiration dates

• Upload and manage E&O coverage documentation

• View certification and carrier RTS (Ready to Sell) status

• Manage agency hierarchies and downline contracting

• Receive alerts for expiring licenses, certifications, or compliance requirements

Designed to accelerate onboarding and reduce administrative bottlenecks, Contracting & Licensing ensures brokers are fully compliant, properly appointed, and ready to produce — while giving agency leaders full operational oversight.

• Access pre-approved, compliant marketing materials

• Customize and download branded flyers, social media graphics, and email templates

• Create and manage personalized marketing campaigns

• Order print materials and event resources

• Launch digital outreach initiatives and track engagement

• Access co-branded carrier marketing assets

• Maintain brand consistency through a white-labeled agency portal experience

Built to support scalable growth, the Marketing module helps agencies attract new prospects, strengthen client relationships, and expand their presence while maintaining full compliance with Medicare marketing guidelines.

• Search for in-network providers by carrier and plan

• Verify Primary Care Physicians (PCPs), specialists, hospitals, and ancillary services

• Confirm provider participation prior to quoting or enrollment

• Filter providers by location, specialty, and network availability

• Support client needs assessments and plan comparisons with accurate provider access information

• Reduce enrollment errors by validating network compatibility in real time

Designed to support compliant plan recommendations, Provider Search helps brokers deliver confident enrollments while protecting client continuity of care and improving overall member satisfaction.

• Monitor member retention activity and renewal tracking

• Identify at-risk clients through alerts and follow-up workflows

• Schedule annual reviews and compliance-required outreach

• Launch automated retention and re-engagement campaigns

• Track plan changes, eligibility updates, and renewal opportunities

• Coordinate member support requests through client service teams

• Access reporting tools to measure retention performance and trends

• New Plan Enrollment communications

• Monthly Newsletter distributions

• Birthday card outreach programs

• AEP Retention Campaign messaging

• Plan exit and disenrollment alerts

Designed to support long-term growth and compliance, Retention Programs help agencies protect their book of business, respect client communication preferences, and strengthen ongoing member engagement year after year.