The AI-powered Medicare toolkit that helps agents close faster, stay compliant, and keep clients for life — while giving beneficiaries the clearest plan comparison they've ever seen.
Everything you need to manage your Medicare book of business — quotes, compliance, commissions, and client communication.
A simple, branded experience your clients actually enjoy using. Large text, clear language, no jargon.
Share your branded link. Client answers 8 simple questions about their health, medications, doctors, and budget. Takes 3 minutes.
MediMatch analyzes their answers against every available plan in their county. Ranks by total estimated annual cost including drug coverage.
Get a notification with their profile. Use the comparison tool to walk them through the top 3 options. SOA form auto-generated.
Complete enrollment. Client gets their portal access. Automated check-ins keep them engaged year-round — not just at AEP.
Input client's medications, doctors, and priorities. Get ranked plan recommendations with estimated annual out-of-pocket costs in seconds.
Search any medication across all Part D and MA-PD plans. See tier, copay, quantity limits, prior auth, and step therapy requirements.
Auto-generate SOA forms, track permissions, log all client interactions. CMS audit-ready documentation without the paperwork.
Track expected and received commissions across Aetna, Humana, UHC, Cigna, Anthem, and 20+ carriers. Spot missing payments instantly.
Pipeline dashboard for enrollment season. See every client's status: contacted, quoted, enrolled, or at risk. Never miss a renewal.
Automated texts/emails for birthdays, plan anniversaries, enrollment windows, and medication refill dates. Stay top-of-mind all year.
Your logo, your colors, your domain. Clients see YOUR brand — not ours. Build trust and professionalism.
Adult children can view their parent's plan details, upcoming appointments, and message the agent. Reduces confusion and builds loyalty.
Works perfectly on phones and tablets. Large text, simple navigation, high-contrast mode for elderly clients. WCAG 2.1 AA compliant.
Estimated Additional Annual Revenue
from improved retention + time savings
Based on $300 avg renewal commission, 90% retention with MediMatch, and $50/hr agent time value
For new agents building their book
For full-time Medicare agents
For teams and IMOs/FMOs
Join hundreds of agents who are closing more, retaining more, and spending less time on admin.
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