Medicare Agent ROI Calculator

Put your own numbers in: how many enrollments you write, how long the admin around each one takes, and what you pay for tools today. See the hours a year that adds up to and how it compares with the MedicareCopilot list price.

Nothing you enter leaves your browser — every calculation runs on your device

Your practice today

Every figure is yours and nothing is pre-filled. The grey numbers are the example from the tools page, not our guess about your business.

Enrollments you write a year

Admin minutes per enrollment

Quoting, the Scope of Appointment, data entry, follow-up and filing. Not the conversation itself.

Share of that admin time you expect to save (%)

What an hour of your time is worth

What you'd earn selling in that hour, or what you'd pay someone to do the admin.

Tools it would replace, per month

A CRM, quoting tool or scheduler you'd cancel. Leave blank if none.

MedicareCopilot plan

Billing on the 12-month commitment

Your estimate

Enter enrollments, minutes and the share saved

The estimate appears as soon as those three are filled in.

An estimate from the figures you entered, not a promise of results. The time you save depends on how you work and how much of the platform you use. Prices are the per-seat list prices on the pricing page, before tax and any partner or volume pricing. Every plan is a 12-month commitment.

Test your numbers for real

The free trial is the cheapest way to find out how much admin time you get back: run your next enrollments through MedicareCopilot and time them.

Start your free trial → Watch the webinar

How the calculation works

Hours saved a year = enrollments a year × admin minutes per enrollment × the share you expect to save, divided by 60.

Net a year = hours saved × what an hour is worth, plus 12 months of the tools you would cancel, minus the yearly MedicareCopilot price for the plan and billing you picked.

Break-even is the number of hours a year the plan has to save to pay for itself once the cancelled tools are counted. If the tools you cancel already cost more than the plan, it is zero.

Common questions

How much does MedicareCopilot cost?

Pro is $149 a month or $1,699 a year per seat; Elite is $199 a month or $2,269 a year per seat.

Every plan is a 12-month commitment, paid monthly, quarterly or annually; quarterly costs the same over the year as monthly, so the calculator offers monthly and annual. There is no setup fee. The pricing page lists what each plan includes.

How do I work out the return on a Medicare CRM?

Multiply the enrollments you write a year by the admin minutes each one takes and the share of that time you expect to save, then divide by 60 for hours. Value those hours at what you would earn selling instead, add any tools you would cancel, and subtract the yearly price.

If the result is close to zero, the break-even figure tells you how many hours a year the plan has to save to pay for itself.

Why doesn't the calculator fill in an average time saving?

Because we don't have a published, independently measured figure to give you, and a made-up average would make the answer look more certain than it is.

Start with a low share, then use the free trial to time a few of your own enrollments and replace the guess with a measurement.

How many hours a year does MedicareCopilot need to save to pay for itself?

At $1,699 a year for Pro on annual billing, and valuing your time at $75 an hour, it needs to save about 22.7 hours a year, before counting any tools you cancel.

Enter your own hourly value above for your figure.