For Individual agents
ONE place to manage customers and your book of business
Access the most robust carrier network, including stand-alone ancillary, and the most accurate drug pricing in the Medicare industry
Now individual agents have ONE platform to acquire, engage, enroll and retain Medicare beneficiaries.
Benefits Include:
Robust carrier network
One-stop shop
No need to go to multiple platforms; works with ALL of your uplines
All Medicare Plan Types:
MA, PDP, MedSupp, DVH, HIP
Direct access to beneficiary data
Compliant and secure data handling
Personalized URL Shopping link
for easy acquiring, quoting, enrolling and retaining customers
360Learning Training and Support
Low Cost:
$100 per agent/month, minimum one-year contract
(Note: Access to RetireFlo and AgencyBloc require separate licenses at additional costs)
Key integrations in one place:
AMS +
RetireFlo Senior Survey
If you are an AGENCY with MULTIPLE AGENTS, PlanCompare Edge may be the right fit for you.
PlanCompare Edge (Agencies) includes:
Separate Site
ADMIN Functionality
Platform Highlights Include:
Making your life easier one enrollment at a time. Select voice signature. Read script. Collect voice signature.
Provider Search
Search via maps for general practices, specialists and Value-Based Care Providers.
Multi-Year Plan View & Shopping Link
Easily toggle between most recent plan year and next plan year on one site.
Send your personalized shopping link (Personalized URL) to every customer to get them started on shopping. You’ll get credit for any enrollments, and your shopping link will NOT change from one year to the next. (So, no need to update marketing materials).
Digital, Retail and Mail-Order Pharmacies. Choose multiple pharmacies and easily toggle among them to compare pricing. Search for a digital pharmacy no matter where you are located. (We use NABP-recognized digital pharmacies.)
Health Cost Personalization – see in-network plan costs based on UTILIZATION of benefits (not found on other platforms).
Quick Quote – save time as beneficiaries can update their Preferences (health, prescriptions, pharmacies, providers, low-income subsidy and more) when they receive an agent quote.
Total Cost Estimates is a favorite among agents. See cost estimates broken down in detail—by health, drug, drug phase, pharmacy, effective date, month and much more (not found on competitor platforms).
Search on therapeutic drug alternatives during shopping via our extensive database. Go beyond generics and find brand-to-brand alternatives and savings in real time (not found on other platforms which may just link to a PDF with alternatives).
Plus, See if drug not covered has covered alternatives (by medical condition) when you search for Alternatives for Off-formulary drugs.
Agent Dashboard – includes Notes & Tasks with relevant beneficiary profile information. Includes reports, training materials, enrollments, personalized quotes, Scope of Appointments.
