MedicareCopilot and ConnectureDRX — AI-powered platform for Medicare agents

HealthcareGPS® and ConnectureDRX Join Forces to Transform Medicare Distribution

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MedicareCopilot dashboard with key metrics and commission overviewMedicareCopilot welcome view with prospects, clients, and tutorialsMedicareCopilot client profile and plan comparisonMedicareCopilot communication logs and call managementMedicareCopilot plan comparison and client summaryMedicareCopilot marketing hub and campaign management

Two Platforms. One Powerhouse.
One Mission: Make You Unstoppable.

You shouldn't have to jump between a dozen systems to run quotes, check drug coverage, track enrollments, and stay compliant. HealthcareGPS® and ConnectureDRX built MedicareCopilot™—an AI-enabled platform built specifically to support how Medicare agents actually work, from first conversation through renewal.

MedicareCopilot™ is your day-to-day workspace: CRM, quoting, enrollments, marketing automation, commissions, analytics, and compliance—all in one place so you spend less time on admin and more time with clients.

ConnectureDRX is the plan intelligence behind the scenes—carrier-accurate plan data, provider networks, and formulary detail you can trust when you're recommending MAPD, PDP, and related coverage.

Separately, they're proven leaders. Together, they help you move faster, stay compliant, and give every beneficiary clearer, more confident guidance.

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"MedicareCopilot is THE single space where you can do everything for your prospect or client."

HIPAA compliantAICPA SOC certifiedVanta verified

MedicareCopilot™: Quote faster. Recommend with confidence. Own your book.

The carrier-neutral all-in-one AI-powered Medicare platform

MedicareCopilot is a SaaS platform for licensed Medicare insurance agents that combines AI-powered plan comparison, CRM, carrier-direct enrollment, compliance tools, and marketing automation in one carrier-neutral workspace.

Agents using MedicareCopilot cut plan comparison time from hours to minutes. The AI scores every available MAPD, PDP, Supplement, and Ancillary option against your client's medications, providers, and budget — and gives you a ranked shortlist with talking points you can use at the kitchen table. Nothing is promoted or filtered based on carrier relationships. You recommend what fits, and your clients trust you for it.

Your client records, notes, and enrollment history are yours — full import and export at any time. Your business isn't tied to any single carrier or distribution relationship. When you grow, your data moves with you. Learn more about our compliance and security commitments.

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Trusted by Medicare Agents Like You

Hear from independent agents and agency leaders who use MedicareCopilot to
grow their books, shorten quoting time, and give beneficiaries clearer guidance.

Annette Todd

Annette Todd

Independent Medicare Agent

I used to maintain an excel spreadsheet to manage my clients and prospects and used a separate tool for quotes.

Now, with MedicareCopilot, I have one integrated and detailed CRM built in with amazing AI-based plan comparisons, and an online quoting tool all in one easy to use website.
Carissa Plumery

Carissa Plumery

VP of Sales at Benefits Life

I value MedicareCopilot as a standout solution for agents, offering a distinctive platform that combines multiple tools into one easy-to-use interface, unmatched by other plan comparison platforms.

By leveraging AI, MedicareCopilot streamlines the process, saving agents time and enabling them to quickly identify the ideal plan for their beneficiaries.
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The Complete MedicareCopilot™ Platform

Everything You Need to Run Your Book—In One Platform

MedicareCopilot is built for agents and agencies who want one place to manage prospects, active clients, quoting, and enrollments—without losing sleep over whether their tools are audit-ready.

You get workflows that match how you actually sell Medicare: faster plan research, cleaner handoffs to enrollment, and documentation that helps you stay aligned with CMS expectations—while carving back hours every week for appointments and referrals.

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AI-Powered Medicare Plan Analysis & Comparison

When you're comparing MAPD and PDP options, MedicareCopilot uses natural language processing and proprietary models to read benefit summaries and formulary detail—so you can see each plan's real strengths, gaps, and gotchas before you present them to a beneficiary.
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Personalized Medicare Plan Scoring — Matched to Each Client

For each client, MedicareCopilot scores plans across 12 factors you can weight to their drugs, doctors, budget, and preferences—giving you a ranked shortlist you can stand behind at the kitchen table, not a generic carrier list.
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AI-Assisted Client Conversations & Plan Recommendations

For every recommendation, you get talking points—what to celebrate, what to watch, and why this option fits this beneficiary—so conversations stay consultative, transparent, and easier to document for compliance.

Year-Round Client Retention & Automated Medicare Outreach

  • 24/7 AI-powered answers on benefit questions—so your clients get help even when you're not at your desk
  • Automated outreach and nurture sequences for your book
  • Birthday and anniversary touchpoints that keep relationships warm
  • AEP, OEP, and key election-period reminders you can automate
  • AI-assisted newsletters you can review and send on your schedule
  • Health-literate content you can share with beneficiaries and caregivers

Multi-Channel Communications Suite for Medicare Agents

  • One inbox for how you really work: log calls, video, email, and SMS with clients and prospects in a single timeline.
  • Transcripts that fill your CRM: AI summaries and mapped fields from conversations—less typing after every appointment.
  • Compliance-aware coaching: gentle, real-time prompts aligned with CMS marketing and communication expectations so you stay sharp on what to say—and what to avoid.
*Requires Communications Suite add-on

SOC 2 Certified, HIPAA-Compliant Medicare Platform

  • SOC 2 Type II certified infrastructure
  • HIPAA-compliant handling of sensitive information
  • Encryption and secure access controls built for producer data
  • Backups and recovery so you're not one laptop failure away from losing your book
  • Documentation and audit trails that support how you prove you did things right
  • Platform updates as CMS and carrier rules evolve

Medicare Agency Management — Teams, Territories & Performance

  • See how your agents are pacing—appointments, quotes, enrollments—in one dashboard
  • Assign territories and distribute leads fairly across your producer team
  • Custom workflows and approvals that match how your FMO or agency operates
  • Onboarding paths and training assets for new hires selling Medicare
  • Central library for scripts, carrier updates, and proven playbooks

Complete Medicare Agent Toolkit — Commissions, Leads & More

  • Lead capture and follow-up tools built into your workflow
  • Commission tracking, payouts, and reconciliation—see what you're owed
  • Campaigns and sequences for outbound Medicare marketing (where permitted)
  • Digital Permission to Contact (PTC) and Scope of Appointment (SOA)
  • Digital needs analysis you can complete with the beneficiary
  • Smart scheduling wired to your calendar
  • Provider lookups: NPI, maps, and radius checks before you recommend a network
  • Reporting for production, pipelines, and book health
  • Bulk import for clients and prospects when you're migrating off spreadsheets
  • CMS Star Ratings and quality signals in context while you quote
  • AI knowledge base trained on how you want your agency to answer common questions

See MedicareCopilot in Action

Join our free weekly webinar built for Medicare agents—walk through quoting, plan scoring, enrollments, and compliance in one live session.

Register for Free Webinar

45-minute demo + 15-minute Q&A | Every Wednesday | Free