MedicareCopilot is a brilliant administrative system that every Medicare Agent should have. It's THE single space where you can do everything for your prospect or client.

MedicareCopilot is always two steps in front of me predicting and preparing for a compliant needs analysis - no matter when I need it. From Annual Enrollment / Open Enrollment to Special Election Periods - I can see the best path for my client or prospect. And, it's lightning fast.

I can use it to prepare for a T65 appointment to my yearly Plan Review in person and because it is real-time and so fast, it helps with over the phone or video appointments. I challenge any Agent to try to find something MedicareCopilot doesn't do in the entire process of sales to service.

Sarita Shoemaker

Independent Medicare Agent

MedicareCopilot is always two steps in front of me predicting and preparing for a compliant needs analysis - no matter when I need it. From Annual Enrollment / Open Enrollment to Special Election Periods - I can see the best path for my client or prospect. And, it's lightning fast. <br /><br />I can use it to prepare for a T65 appointment to my yearly Plan Review in person and because it is real-time and so fast, it helps with over the phone or video appointments. I challenge any Agent to try to find something MedicareCopilot doesn't do in the entire process of sales to service.

MedicareCopilot is a brilliant administrative system that every Medicare Agent should have. It's THE single space where you can do everything for your prospect or client.

Sarita Shoemaker

Independent Medicare Agent

Advanced CRM & Marketing
Automation

Unified client database with complete interaction history
Seamlessly integrate your Outlook, Google and G-mail email and calendar into the CRM workstream
Automated campaign management and follow-up sequences
Custom reporting and analytics dashboard
Newsletter templates and content library

Digital Workflow Automation

Electronic Scope of Appointment with instant verification
Digital needs assessment
Add current coverage for detailed comparison
Add all doctors and specialists
Add drugs and pharmacies for detailed pricing
Paperless enrollment process
Document storage and management

Hyper-Personalized Recommendations

MedicareCopilot scores and ranks Medicare plans based on individual health conditions, needs, and budgets
Plans scored and ranked based on health conditions, 12 key priorities (each with a five-point weighting scale), and various benefits, features, and desires
Tailored recommendations to what matters most to your client (e.g., prescription drug coverage, specialist access, cost)

AI-Powered Plan Analysis

Deep analysis of thousands of pages of plan documents in seconds
Sophisticated matching based on health conditions, preferences, and budget
Search and compare MAPD, Medicare Advantage, Prescription Drug, and Medicare Supplement plans
Unbiased, compliant recommendations with detailed rationale
Real-time updates as plan details change
Comprehensive comparison tools with clear advantage/consideration breakdowns

Trusted by leading Medicare Brokers and Agents

See how MedicareCopilot is helping brokers across the country grow their business and
serve their clients better.

Maggie Endris

Licensed Insurance Agent Specializing in Medicare Plans

MedicareCopilot helps me efficiently gather those personal details--like medical preferences and must-haves-that make all the difference in earning my clients' trust.

In turn, I can provide quality guidance, customized to each individual.

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

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.

Why Choose MedicareCopilot?

Our AI-powered platform is designed to revolutionize how insurance agents handle Medicare plan selection. Experience a smarter, faster, and more accurate way to serve your clients.

Time is Money - We Help You Save Both

Our AI-powered platform saves the average broker more than 20 hours per month on administrative tasks. Imagine what you could do with that much extra time every month. Whether you use it to serve more clients, perfect your sales process, or achieve better work-life balance, MedicareCopilot makes it possible.

Compliance Without Compromise

In today's regulatory environment, compliance isn't optional - it's essential. Our platform's communications suite automatically monitors every client interaction, flags potential issues, and maintains comprehensive documentation. You get peace of mind knowing that every aspect of your practice meets CMS requirements.

Growth on Your Terms

Whether you're an independent broker looking to scale efficiently or an agency leader building a team, MedicareCopilot grows with you. Our flexible platform adapts to your needs, providing the tools and support you need at every stage of your business journey.

The Power of AI, The Personal Touch of a Broker

Our AI technology doesn't replace the human element - it enhances it. By automating routine tasks and providing deep insights, MedicareCopilot frees you to focus on what matters most: building relationships and serving your clients.

MedicareCopilot is a brilliant administrative system that every Medicare Agent should have. It's THE single space where you can do everything for your prospect or client.

MedicareCopilot is a brilliant administrative system that every Medicare Agent should have. It's THE single space where you can do everything for your prospect or client.

Sarita Shoemaker

Advanced CRM & Marketing Automation

Digital Workflow Automation

Hyper-Personalized Recommendations

AI-Powered Plan Analysis

Trusted by leading Medicare Brokers and Agents

Maggie Endris

MedicareCopilot helps me efficiently gather those personal details--like medical preferences and must-haves-that make all the difference in earning my clients' trust.

Annette Todd

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

Carissa Plumery

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.

Why Choose MedicareCopilot?

Time is Money - We Help You Save Both

Compliance Without Compromise

Growth on Your Terms

The Power of AI, The Personal Touch of a Broker

Advanced CRM & Marketing
Automation