Getting Started
From sign-up to your first client appointment — here's how to get up and running with MedicareCopilot in less than a day.
Up and Running in Under a Day
Most agents complete onboarding in 2–4 hours. If you're migrating from spreadsheets or another platform, MedicareCopilot is designed to make the switch painless — not a project.
Choose your plan and create your account
Pick the tier that fits your practice — Essential, Pro, or Elite. You'll have full access to the platform immediately after checkout. No setup fees, no waiting period, no approval queue.
Import your book of business
Bring your existing client and prospect data with you. MedicareCopilot accepts:
- CSV files — export from Excel, Google Sheets, or any CRM
- Excel spreadsheets (.xlsx) — upload directly, no conversion needed
- Manual entry — add clients one at a time if you prefer
MedicareCopilot's smart column mapping recognizes names, plan types, renewal dates, phone numbers, and notes automatically. Most agents have their full book imported in under 30 minutes — even books with 500+ clients.
Connect your communications
Link your email and calendar so client communications, appointment scheduling, and follow-ups happen inside MedicareCopilot. Calls, emails, and SMS are logged to the client record automatically — no duplicate entry.
Run your first plan comparison
Enter a client's medications, providers, and preferences. MedicareCopilot's AI scores every available MAPD, PDP, Supplement, and Ancillary plan against 12 weighted factors — and gives you a ranked shortlist with talking points you can use in the appointment. Every comparison is automatically saved to the client record as part of your audit-ready documentation.
What's Included from Day One
AI plan comparison
12-factor scoring with NLP benefit analysis, carrier-accurate plan data from ConnectureDRX, and plain-language explanations for every recommendation.
Medicare-specific CRM
Client lifecycle management from prospect to annual renewal — with enrollment history, plan details, communication logs, and compliance documentation in one record.
Carrier-direct enrollment
Quote, compare, and enroll from the same screen. MAPD, PDP, Medicare Supplement, and Ancillary plans — submitted directly to the carrier without leaving the platform.
Compliance tools
Digital Scope of Appointment, Permission to Contact, automated audit trails, and CMS-aligned marketing guardrails — built into every workflow, not bolted on after.
Communications suite
Email, SMS, and call logging in a unified timeline. AI-generated summaries from client conversations. Automated outreach sequences for AEP, OEP, and birthdays.
Data you own
Full import and export at any time. No FMO lock-in, no carrier dependency. Your clients, your records, your business — period.
You're Not Doing This Alone
Every MedicareCopilot subscription includes onboarding support, training resources, and ongoing access to a team that actually understands Medicare.
Live onboarding session
A guided walkthrough of account setup, data import, communication integration, and your first plan comparison — with a real person, not a pre-recorded video.
Weekly live webinars
Every Wednesday — new feature demos, workflow tips, and live Q&A with the MedicareCopilot team. Recordings are available if you can't attend live.
Knowledge base & video library
Step-by-step articles, video walkthroughs, and best-practice guides — available 24/7. Covers everything from first-time setup to advanced agency workflows.
Responsive, Medicare-literate support
When you need help, you talk to people who understand SOA requirements, AEP timelines, and plan comparison nuances — not a generic help desk reading from a script.
Switching Platforms? We Make It Easy.
If you're coming from spreadsheets, a generic CRM, or a distributor-bundled tool, MedicareCopilot is built to make migration simple. Export your data from wherever it lives, upload it here, and pick up where you left off.
No re-entering client records by hand. No losing your notes or enrollment history. No six-week implementation timeline. Most agents complete their full migration in a single sitting.
And because you own your data in MedicareCopilot, you'll never have to go through a painful migration again.
Ready to Get Started?
See MedicareCopilot in action before you commit. Schedule a free demo and we'll walk you through everything.