Medicare & ACA CRM + complete agent workspace
Turn each client record into the work itself: Annual Review, recorded calls, website leads, events, electronic forms, quoting workflows, and long-term records—connected in one workspace.
Built for the independent agent who wants a complete system without assembling a CRM, phone, website, event tool, forms, and file storage from separate vendors.
Available now. Choose Agent Workspace during signup and start with the complete individual-agent offer.
Agent Workspace
Client record • Medicare
Annual Review
Ready18 plans calculated from confirmed medications, pharmacy, doctors, and eligibility facts.
Next action
Review 3 finalists
Tomorrow at 10:30 AM
Business Line
Last call recorded
Stored
SOA + Vault
Signed and linked
Complete
Website lead
Annual review request
Converted
One client record • one work history
Everything included, four jobs
Agent Workspace covers the client relationship, plan work, compliance records, and local marketing. Each capability stays connected to the same client history.
01
Manage the relationship
Keep the client, household, open work, calls, forms, reviews, quotes, and next action in one history. The workflow changes with the Medicare and ACA selling season instead of forcing a generic sales pipeline.
02
Review and quote
Collect the facts once, calculate the repeatable plan and prescription work, and keep quoting beside the client record so the agent can focus on explaining the choices.
03
Communicate and preserve proof
Call from the app, collect electronic forms through your own links, and keep the resulting records protected and retrievable without rebuilding the compliance file later.
04
Build a local presence
Give prospects a branded path to find you, understand your services, register for an event, and enter the CRM without paying for a separate website and form stack.
Annual Review differentiator
No AI bot calculates the plan result. No AI bot tells the agent which plan to choose.
Annual Review applies defined calculation and requirement-matching rules to plan benefits, formularies, drug pricing, pharmacy networks, provider evidence, and confirmed client facts. It shows the work so the agent can explain the tradeoffs.
AI-assisted text extraction may help read a prescription bottle photo. The client or agent confirms the structured medication list before the rules-based assessment runs.
Explore the Medicare Annual Review01
Medicare data, bottle photos, or guided entry
02
Defined plan, drug, pharmacy, provider, and eligibility rules
03
Evidence, fit groups, costs, and tradeoffs for the agent
Decision boundary
The licensed agent reviews the evidence and makes the plan decision with the client.
One client lifecycle
The Workspace is organized around the client relationship, not isolated features.
Stage 01
Publish a local website and event page that gives people a clear way to respond.
Stage 02
Create the client record, gather the facts, and organize the next action.
Stage 03
Quote, call, collect SOA or ACA records, and preserve the supporting proof.
Stage 04
Run an evidence-backed Annual Review and schedule the next client conversation.
The bundle advantage
Client and follow-up record
Separate:Separate CRM subscription
Workspace:Included
Annual Review intake and calculations
Separate:Manual plan-by-plan work or another tool
Workspace:Included
Medigap and Marketplace quoting
Separate:Separate quoting tools
Workspace:Included
Recorded business line
Separate:Separate phone and recording vendor
Workspace:Included
Personal website and educational events
Separate:Website, design, and form tools
Workspace:Included
Personal SOA and ACA URLs
Separate:Separate form products
Workspace:Included
MFA and 10-year record storage
Separate:Generic file storage
Workspace:Included
Straightforward paths
Complete individual-agent offer
$39.99/month
The complete CRM-centered system for client work, plan review and quoting, recorded communication, compliance records, and local marketing.
Forms + storage
$9.99/month
For agents who only need electronic Medicare and ACA forms with long-term, searchable record storage. Start with a 30-day trial.
Annual Review without the Workspace
Use Blue Button, prescription photos, or manual entry, then calculate drug costs, search providers, and organize plan evidence without changing your current CRM or phone system.
Agencies, FMOs, and broker networks
Agency pricing is scoped around agent count, branding, hierarchy, reporting, support, and the workflows you need.
Agent Workspace FAQ
No. An AI bot does not calculate the plan results or tell the agent which plan to choose. The assessment follows defined rules using plan, formulary, pharmacy-network, drug-pricing, benefit, provider, and eligibility facts. AI-assisted text extraction may help read a prescription bottle photo, but the medication list is confirmed and the plan assessment remains rules-based. The licensed agent makes the decision with the client.
Agent Workspace is the complete individual-agent offer: CRM, Medicare Annual Review with Blue Button, prescription-photo and manual intake, automatic prescription-drug calculations and provider search, Medicare Supplement and ACA Marketplace quoting, inbound and outbound recorded calling with BridgeLine fallback, personal Medicare SOA and ACA consent URLs, a branded agent website, educational event workflows, MFA, and a searchable 10-year Compliance Vault.
Yes. Agent Compliance Vault is available separately for $9.99 per month and includes personal electronic Medicare SOA and ACA consent links, ACA application-review records, 10-year record storage, MFA, search, download, and export. It does not include the CRM, Annual Review, phone, website, events, or quoting workflows.
Yes. Standalone Medicare Annual Review is available for $99.99 per month for agents who want the intake, calculation, provider-search, and plan-review workflow without moving their CRM, phone, website, or forms into Agent Workspace.
Yes. Agent Website is designed for an assisted custom-domain connection. The initial offer is a focused starter website rather than an automatic migration or recreation of every existing website.
Licensed Agent Events creates an event page, printable flyer, QR code, and RSVP workflow from controlled templates. An RSVP can be attached to a client or prospect record, but an RSVP by itself does not create permission to contact or replace any required SOA or ACA consent.
No software can guarantee compliance by itself. Informed + Choice supports agent-controlled workflows, recordkeeping, storage, retrieval, and export. Agents remain responsible for applicable rules, approved scripts and disclosures, carrier procedures, state requirements, and enrollment workflows.
Agency accounts use a separate implementation and pricing process because provisioning, branding, hierarchy, reporting, and volume requirements vary. Use the contact form to discuss an agency rollout.
One system for the whole client relationship
Start the complete $39.99 Agent Workspace today, discuss an agency rollout, or choose the smaller Agent Compliance Vault when forms and storage are all you need.
Built for licensed agents using the notices, scripts, disclosures, carrier procedures, state rules, and approved enrollment workflows that apply to their business.