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

Our ideal partner is an ambitious, innovative, and service-first agency committed to always doing the right thing for their agents and clients.
For downline agents, we provide a comprehensive technology platform that powers each layer of their business, from quote and enrollment to customer service.
For principals, we work closely together to accelerate recruitment, and we partner with their staff to streamline back-office operations, handling contracting, commissions, reporting, and more, so they can focus on the agent experience.

We hear again and again how the market is saturated, and agents are tired of hearing the same pitch. We offer agents a completely new way to run their business through our platform and services.
We make the platform and services your differentiation, and our sales and marketing teams are behind you as you grow your team.

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%.