Happy with your CRM
Get Found
Your agency showing up when people in your towns search.
- Google, Bing and Apple profiles managed
- A page for every town you serve
- Review system
- Monthly results report
For independent insurance agencies
Your agency, on one system.
Clients, policies, Open Enrollment, commissions and compliance in one place your whole office works from, and an agency people actually find when they search.
5:00 PM
The office closes. Medicare questions don't.
9:14 PM
Someone searches "Medicare agent near me."
Your agency is the one they find. They fill out your form, it lands in your system, and the office is alerted in seconds.
Overnight
A carrier quietly stops paying.
Every policy is checked against what its carrier should be paying. The missing commission shows up on a list, not months later in a hunch.
Before you're in
Nothing depends on someone remembering.
Scope of Appointment, turning 65, renewals and chargeback windows, tracked and lined up on their own.
Round 01 — The system
One office system, built around how your agency works.
Not software you set up yourself. We build it, move your data in, and keep it running. Here's what's inside the one an independent Medicare agency runs on every day.
Every client, one place
Clients, policies, plans, doctors and prescriptions, notes and documents, searchable in a second. Duplicates are caught and merged automatically.
Clients & policiesMissing-commission checks
Every policy is checked against what its carrier should be paying. Never paid, behind, stopped: you get the list to chase, with carrier rules for lines that don't pay.
CommissionsAn AEP tracker that runs itself
Every Medicare client on one list, reviewed or not, with last contact, notes and one-click call logging. Turning-65 and enrollment windows are tracked year round.
Open EnrollmentEmail your whole book at once
Write it once, pick who gets it, send. Every client gets their own copy with their first name, the Medicare disclaimer goes on when the email is about plans, and unsubscribes are honored on their own.
Group emailScan the paper in
Snap a phone photo or drop in a PDF of the drug sheet or the Scope of Appointment form. The fields fill themselves in for you to check, and the scan is saved to the client's file.
ScanningForms clients fill from their phone
Text or email a client a link. They update their details, sign their Scope of Appointment and send a picture of their pharmacy's medicine list. Their drugs land in their drug list, not a pile of notes.
Client formsCompliance built in
Appointments check for a Scope of Appointment before the meeting. Group emails carry the CMS disclaimer. Texting consent is recorded per client. Sensitive numbers are encrypted.
CMS rulesRetention and chargeback alerts
Cancellations and plan switches surface right away, flagged when they fall inside a chargeback window, so someone calls while there's still time.
RetentionOn every phone in the office
It installs on a phone like an app. Look up a client, log a call or photograph a form from anywhere, with nothing to download from an app store.
Phone appAlso inside
- Tasks for the whole office, with turning-65 reminders made for you
- Appointments calendar with Scope of Appointment checks
- Enrollment windows tracked for every client, year round
- Leads log: who reached out, how, and what they need
- Referrals and reviews: who sent you clients, and who to thank
- Certificate of insurance requests, tracked to done
- Licenses and CE hours with expiry dates in view
- Reports: monthly summary, birthdays, turning 65
- Excel and carrier statement import, full export any time
Round 02 — Getting found
Show up when your town searches.
Most new Medicare clients start with a search, on Google, on a phone, or more and more by asking ChatGPT. We make your agency the one they find. We don't promise rankings: we do the work and report the results every month.
- 1Google, Bing and Apple Maps profiles
Set up, filled out and kept current, with posts through Open Enrollment.
- 2A page for every town you serve
Written for that town, with its plan counts, its hospital and the questions people there actually ask.
- 3A review system that works
Every client gets the same simple ask at the right moment.
- 4A site AI assistants can read
Structured so ChatGPT, Copilot and Google's AI answers understand who you are and where you serve.
Round 03 — Proof
A decade of spreadsheets, moved in before Open Enrollment.
An independent Medicare agency. More than a decade of client history in scattered files, with Open Enrollment weeks away.
2,000+
clients moved in and cleaned up, duplicates merged
5,859
policies tracked, renewals flagged, stopped payments caught
$728K
in commission payments, 19,690 of them, each tied to its policy
100/100
AI search readiness for the agency's website, up from 80
7
town pages, one for every town they serve
Round 04 — Plans
Start with what hurts most.
Monthly, with a report every month. We walk you through pricing on a 20-minute call, built around the size of your book.
Running on spreadsheets
Complete
The full office system, your data moved in, plus everything in Get Found.
- Your office system, built and hosted
- All your data moved in and cleaned up
- Changes every month, fixes handled
- Same-day help during AEP
- Everything in Get Found
Ready to grow faster
Growth
Complete, plus ads run for you: Google Search first, then Facebook.
- Everything in Complete
- Google Search and Facebook ads managed
- A new page every quarter
- Double the monthly change time
60 days to decide. If it isn't saving you time or putting you in front of more people, billing stops.
You keep everything: your data, your pages, your profiles. Your client list is always yours, exported whenever you want it.
Round 05 — Your clients' data
Built to hold sensitive records.
Medicare numbers, Social Security numbers and health details deserve better than a spreadsheet on a desktop.
Signed BAA
Records live on Google Cloud under Google's signed HIPAA Business Associate Agreement, and we sign one with your agency too.
Encrypted numbers
SSNs, Medicare and bank numbers sit in a separate encrypted box. Every look is logged.
Staff-only sign-in
Only the people you approve get in, and the office signs out on its own when it's left idle.
Always yours
Leave any time and take a full export of everything with you.
Round 06 — Your free report
See who's getting your calls.
We run the searches people in your town actually type, the way your future clients do, and put the answer on one page. Free, and yours to keep.
- Your spot on the Google map for "Medicare agent" and similar searches
- Who's above you, and how many reviews they have
- Where your website lands in the regular results
- How well AI assistants can read your site
- The three fixes we'd make first