Medicare Agency CRM
Clients, CMS-compliant SOA forms, carrier import, business phone, and secure recording — in one clean workflow for Medicare agents.
Agency from $99/mo · Agent Pro $79/mo self-pay
Trusted by Medicare agents across the country
End-to-end workflow for every client interaction.
Clients, enrollments, and field activity in one searchable place — no more spreadsheets or scattered notes.
Digital SOA forms, automatic 48-hour compliance windows, and 10-year retention built for CMS requirements.
Dashboards, geo time clock, and team visibility so managers always know where agents are and how they're performing.
Pricing
The agency pays $99/mo. Agents upgrade to Pro on their own — $79/mo each. No seat billing.
Agency
Flat agency license for your organization. Invite your team, manage roles, and run the whole book from one place.
Agent Pro
Each agent upgrades on their own Stripe checkout. Includes an Evrcad business phone number, SMS, and secure call recording.
Free
Invited agents get full CRM core at no cost. No business phone number until they upgrade to Pro.
I watched Medicare agency managers running their entire book of business through spreadsheets and group texts, and knew there had to be a better way. Evrcad is the platform I wish existed — built for how agents actually work in the field, not how software companies think they should.
Dayton Runyan
Founder, Evrcad Insurance
Security & Compliance
Your clients' data is protected at every layer — from the moment it's entered to the moment it's stored.
HIPAA Compliant
BAAs executed with all data processors. PHI encrypted in transit and at rest. Built to meet Medicare agent compliance requirements.
256-bit AES Encryption
All client data encrypted at rest and in transit. AWS infrastructure with SOC 2 Type II and ISO 27001 certification.
Your Data Never Trains AI
AWS Bedrock policy guarantees your client data is never used to train AI models. Your book of business stays yours.
Complete Audit Logging
Every action timestamped with IP address and geolocation. CMS-required SOA records retained for 10 years.
Infrastructure powered by
Amazon Web Services
Compatible with Humana · UnitedHealthcare · SelectHealth · and all major Medicare carriers
Request a demo and we'll walk you through the platform for your agency — Agency from $99/mo, Agent Pro $79/mo self-pay.