The Technology That Powers Your Agent Growth
Advantage Plus provides the tools you need to build a lasting Medicare business - No matter how the industry evolves.
REPORTING
The reporting tools give agents real-time visibility into their business performance, including enrollments, applications, production trends, and commission activity. Agents can quickly review their book of business, track submitted applications, and monitor growth over time all from one centralized dashboard
FINANCE
The Finance tab gives agents clear visibility into commissions, overrides, and payments across their book of business. Easily track payments by carrier, commission type, payment period, and audit status - all in one place.
ONLINE ENROLLMENT
Submit Medicare applications electronically, track enrollments, and manage client information in one place. The platform integrates quoting, enrollment, and client management so agents can complete the entire sales process efficiently without duplicate data entry
PLAN COMPARISON
The plan comparison tool within the platform allows agents to quickly compare Medicare plans side-by-side to identify the best option for their clients. Agents can review key details such as monthly premiums, deductibles, copays, prescription drug coverage, and additional benefits like dental, vision, and hearing. The tool also allows filtering by location and plan type, helping brokers evaluate available options and recommend plans that best match a client’s healthcare needs and budget.
MEMBER SERVICES
The Member Services section allows agents to manage and support their clients after enrollment. Agents can submit service requests, track case updates, and get assistance with common issues such as ID cards, provider changes, billing questions, and plan information. This centralized support system helps agents resolve member concerns quickly while maintaining strong relationships with their clients
CLIENT RETENTION
Automate year-round client communication with tools that send AEP mailers, monthly newsletters, renewal reminders, and personalized birthday cards helping agents stay connected and improve long-term client retention.
“Our priority was finding a partner that could help us centralize operations while still putting agents first. We considered creating our own internal systems, but Advantage Plus offered a proven framework that accelerated our growth. Once we experienced their level of support and execution, the partnership was a clear fit.”
Thomas & Berg Kempmann.
The B2B Market Advisiors
Frequently Asked Questions
The platform is a comprehensive set of technology and services purpose-built for top Medicare agents
and agencies to take their business to the next level.
For agents, we are their CRM, quoting and enrollment, marketing center, contracting and commissions systems all in one place. This means no double entry, and leads to a more efficient work experience – saved agents 600,000 cumulative hours in 2024.
For agencies, we are a single platform to manage agent production, contracting, and commissions, giving principals the data and support to best lead their teams.
Our platform is fully built in-house by the engineering team, and is made specifically for the needs of a Medicare agent and agency owner. It’s the result of feedback from thousands of brokers who use the platform daily.
Our platform helps agents and agencies:
• Consolidate all workflows into a single place: no more double or triple entry
Manage every carrier: submit applications and contracting requests, receive detailed, policy-level reporting, and get faster production and commission data directly from carriers
• Get on-demand help: Our world-class client service, contracting, and marketing teams support agents’ most critical business needs
The platform makes it easy for you to capture data directly from your clients, quote and enroll, and send automated retention marketing campaigns all in one place. No more double (or even triple!) entry between a CRM, a quoting and enrollment system, and a commission system.
For every client with an active Medicare policy, Advantage Plus can provide automated, year-round client retention campaigns, white labeled in your brand, in English or in Spanish. These campaigns reinforce you as your clients’ trusted agent, and they help drive referrals and manage retention in key moments like AEP. We recently launched an AI Assistant that monitors your book for plan exits or benefit disruption, identifies affected clients, and automatically reaches out to them to request a call.
There are no fees to join or work with our platform. We never take any percentage of your commissions, and agents always retain full ownership of their book of business and client data. All of our tools, resources, and support services are provided at no cost to the agents we work with, allowing you to grow your business while keeping 100% of what you earn.
On top of our automated retention campaigns, our client services team provides on-demand support for any case work you need for your clients. We’ve helped hundreds of thousands of clients with medical billing issues, provider searches, extra assistance programs, and more, freeing up your time while maintaining a customer satisfaction rate of 96%.