// for medicare brokerages

> ready for AEP

Your agents know Medicare inside and out. We help your brokerage modernize its tools, streamline its workflows, and formalize the processes that keep it compliant, so enrollment season runs on systems instead of heroics.

start a conversation what we do
// sound familiar?

Where the season gets hard

  • Leads in five places

    Leads, appointments, and follow-ups are split between a CRM, a few spreadsheets and someone's inbox, so nobody sees the whole pipeline.

  • Commissions by hand

    Every carrier's statement is reconciled manually, and chargebacks and missing payments surface months after the fact.

  • Compliance by memory

    Scope of Appointment timing, call recordings, and required disclaimers depend on each agent remembering them, on every call.

  • Contracting in a spreadsheet

    Carrier appointments, certifications, and state licenses live in a sheet nobody owns, until an agent can't sell a plan in October.

  • Know-how in two heads

    How things really get done lives with a couple of key people, which makes it hard to onboard new agents or take a week off.

// what we do

Modernize. Streamline. Formalize.

We work on the operations behind the sale, so your agents can spend the season with beneficiaries instead of with paperwork.

  1. modernize

    Connect the tools you already pay for (your CRM, quoting and enrollment platforms, phone system, and carrier portals) so information is entered once and reaches everywhere it's needed.

  2. streamline

    Automate the busywork of each season, like lead routing, follow-up reminders, application status checks, and commission reconciliation, with a person approving anything that matters.

  3. formalize

    Write down how your brokerage works, from agent onboarding to call compliance, as clear procedures and checklists your team can follow and your compliance lead can review.

// how we work

Start well before October

We all know that AEP is no time to change how your agents work. We plan around it, so new tools are tested and your team is trained before the phones light up.

  • map

    We sit with your agents, enrollment staff, and back office to see how a lead becomes an enrollment and a commission today, and where time and money leak out.

  • build

    We fix the costliest bottleneck first, in the systems you already use, and run it on real work well ahead of the season.

  • hand off

    We train your team and leave written procedures behind, so the new way of working holds up when we're not in the room.

// compliance and data

Built to support compliance, not replace it

We aren't lawyers or a compliance department. We build processes and tools that make following CMS and carrier rules the default, and we document them so your compliance lead can review and approve them.

Your beneficiaries' information is protected health information. We work with it only where you've authorized us to, under a business associate agreement, and keep it out of any tool that isn't covered by one.

// get started

Get ahead of the next AEP.

Tell us how your brokerage runs today and where the season hurts most. We'll tell you honestly whether we can help.

drop us a line