Product
Client management, CMS-compliant SOA forms, carrier import, geo time clock, and your own business phone number — built for how independent agents and agencies actually work in the field.
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
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
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
The Platform
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.
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.
We'll walk you through the platform and answer questions specific to your agency.