Track agent performance, manage clients, stay compliant, and grow your book of business — all in one place.
No setup fees · Cancel anytime · CMS compliant
Good morning, Maria 👋
Active Agents
12
Total Clients
847
SOAs This Week
23
Agent Activity — Last 30 Days
The Problem
Most Medicare agencies are still tracking agents with phone calls, managing clients in Excel, and hoping nothing falls through the cracks. You’re running a business — you need tools built for how your team actually works in the field.
Everything You Need
Track your entire book of business — enrollments, contact info, plan types, and interaction history in one searchable database.
CMS-compliant Scope of Appointment forms with e-signatures, automatic 48-hour compliance tracking, and instant PDF export.
Verify field agent locations in real-time with geo-verified clock-in/clock-out. No more guessing where your team is.
Owner, manager, and agent role hierarchy with granular permissions. Invite agents via link, track activity, and manage access.
Production metrics, conversion funnel, trends, and team performance — built for agency managers, not data scientists.
Enterprise-grade security with audit logs, role-based data isolation, 256-bit encryption, and Medicare-approved workflows.
VISIBILITY
Real-time location tracking, activity logs, and performance dashboards so you never have to wonder where your agents are or what they're working on.
Good morning, Maria 👋
Active Agents
12
Total Clients
847
SOAs This Week
23
Agent Activity — Last 30 Days
ORGANIZATION
Track enrollments, manage contact info, log interactions, and never lose a client to a forgotten follow-up. Your entire book of business, organized and searchable.
All Clients
COMPLIANCE
Digital Scope of Appointment forms, automatic record-keeping, and audit-ready documentation. Built to meet Medicare marketing guidelines so you can focus on selling, not filing.
Scope of Appointment Forms
Completed
47
Pending 48hr
8
Expired
2
Robert Chen
Mar 15
Agnes Murphy
Mar 16
Dorothy Hill
Mar 17
ANALYTICS
See which agents are performing, where your growth is coming from, and what needs attention — with dashboards built for agency managers, not data scientists.
Agency Analytics
Conversion Rate
34%
+4%Avg. Clients/Agent
71
+12Conversion Funnel
How It Works
Sign up, name your agency, and invite your team. Setup takes less than 5 minutes.
Import your book of business or start fresh. Assign agents to clients and set up your workflow.
Monitor performance in real-time, stay compliant, and use data to scale your agency.
Our Story
Evrcad Insurance was built after watching Medicare agency managers struggle with cobbled-together tools — Excel sheets for clients, group texts for agent updates, and printed forms for compliance. There had to be a better way.
We built the platform we wished existed: purpose-built for Medicare agencies, designed around real field workflows, and built to grow with your team from 1 agent to 100.
Designed for how Medicare agencies actually operate in the field during AEP and beyond.
CMS compliance built in — not bolted on. SOA tracking, audit logs, and secure data storage.
Every feature exists because real agents and managers asked for it. No bloat.
Managers save hours each week — no more chasing status updates via phone or text.
Pricing
No hidden fees. No long-term contracts.
Independent Agent
Everything a solo agent needs to manage their book of business.
Agency
Full-scale operations for agencies with a team of agents.
Minimum 2 seats. Billing scales automatically — only pay for active seats.
Join agencies that are leaving spreadsheets behind.