What is included in the MedicareCopilot pricing?

All MedicareCopilot plans include access to our AI-powered CRM, automated compliance tracking, digital enrollment tools, real-time plan comparison, integrated communication suite, and unlimited client management. Higher tier plans include additional features like advanced analytics and priority support.

Is there a setup fee or long-term contract?

No, there are no setup fees and no long-term contracts required. All plans are month-to-month, and you can cancel anytime. We believe in earning your business every month through exceptional value and service.

Do you offer a free trial?

Yes, we offer a 14-day free trial for all new users. This gives you full access to the platform to ensure it meets your needs before committing to a paid plan. No credit card is required to start your trial.

Can I switch plans or add users later?

Absolutely! You can upgrade, downgrade, or add additional users at any time. Changes take effect immediately, and billing is prorated for the current month. Our flexible pricing grows with your business.

What payment methods do you accept?

We accept all major credit cards, ACH bank transfers for annual plans, and can accommodate purchase orders for enterprise customers. All payments are processed securely through Stripe.

Simple, Transparent Pricing

AI-Powered Intelligence

Instant plan analysis and scoring

Personalized recommendations

Real-time market insights

Streamlined Workflow

Automated follow-ups

Integrated CRM system

Digital enrollment process

Complete Compliance

Automated documentation

Secure data handling

Regulatory updates

Tiers and Pricing

Pick the tier that best fits your practice.

Essential

The perfect starting point for new producers

$99/month or $1,069/year

Everything you need to hit the ground running: CRM, compliance, plan comparison, and core marketing tools — all in one platform. Built for entry-level producers ready to start writing business the right way. Upgrade anytime.

Available to agencies with 10 or more agents.

Pro

Built for agents ready to grow their book

$149/month or $1,609/year

The automation suite you need to scale: AI contact summaries, Smart Scheduler, calendar/email sync, advanced reporting, and PURLs. Whether you're an independent agent or part of an agency, Pro gives you the tools to work more efficiently and write more business.

Elite

Serious automation for high-producing agents

$199/month or $2,149/year

When your book is large and your pipeline is moving fast, you need a platform that keeps pace. Batch quotes, advanced campaigns, commissions tracking, and premium support — Elite automates the heavy lifting so you can stay focused on growth.

Feature	Essential	Pro	Elite
Core
CRM & Client Management Full CRM with Client 360°
AI Contact Summary AI-Generated Summaries
Calendar (Built-in) Calendar & Appointment Management
Calendar / Email Sync Outlook & Google Integration
Activities & Notes Full Task & Notes Management
Documents & Files Document Storage & Management
Bulk Import of Contacts CSV Import
Bulk Export of Contacts CSV Export
AI Chat Medicare Q&A, Plan Questions
Medicare/Medicaid Eligibility Eligibility Verification
Plan Tools
Drug Single Entry Manual Drug Entry
Drug Bulk Entry AI Bulk Entry (Text, Photo, Voice)
Provider Entry Search & Selection
Provider Web/AI Search AI-Powered Search & Matching
Plan Selection 12-Factor Scoring, AI Recommendations
Plan Comparison & Details Side-by-Side Comparison
Compliance
Compliance Digital PTC & SOA
Needs Assessment Digital Needs Assessment
Ready To Sell Integration RTS Certification Tracking
Sales
Smart Scheduler Consumer Scheduling + PTC/SOA
PURLs Personalized URLs
Single Quotes Individual Quote Generation
Batch Quotes Automated Quote Campaigns
Direct Enrollment with Carriers Integrated Carrier Enrollment
Lead Management Order, Receive, Track Leads
Communications
Communications (Included) Email, Outlook & Gmail Sync
Communications (Add-on) RingCentral: Voice, SMS, Video
Native Telephony/SMS (Add-on) Voice, SMS
AI Voice Agents (Add-on) AI Voice Agents
Marketing
Campaigns - Core SOA, Needs Assessment, Email & SMS
Campaigns - Advanced Drip, Newsletter, Events + AI Content
Analytics
Basic Reporting Enrollment, Pipeline, Demographics
Advanced Reporting Custom Reports & Advanced Insights
Finance
Commissions Tracking & Reconciliation
Administration
Agency Site Administration & Reporting
Agent Account Settings Profile & Account Configuration
Support
Standard Support Email & Documentation
Premium Support Customer Success, Priority Response

Schedule a demo to see pricing Book a 15-min call

Or email us at sales@healthcaregps.ai

As an independent Medicare agency for many years, I was frustrated at having multiple platforms and tabs open just to do my job.

MedicareCopilot is something I've been looking for a long time now. You have saved me time and screen space by having all the tools like CRM, digital PtC, SoA, Needs Assessment, quote & compare, and the AI feature all in one spot. Thank you MedicareCopilot!

Tri Ma

Medicare Sales and Marketing Agent

As an independent Medicare agency for many years, I was frustrated at having multiple platforms and tabs open just to do my job.

Tri Ma

Medicare Sales and Marketing Agent

See what MedicareCopilot can do for your Medicare business

Don't let another day go by struggling with outdated tools and inefficient processes. Transform your Medicare business with MedicareCopilot - the intelligent solution for modern Medicare professionals.

Schedule a demo

Join one of our Weekly Webinars

See what MedicareCopilot can do for your Medicare business

Schedule a demo

Join one of our Weekly Webinars

Contact us to learn more

Schedule a demo

888-600-2705

healthcaregps.ai

sales@healthcaregps.ai