See MedicareCopilot in Action
Watch a full walkthrough of the MedicareCopilot™ platform — free, and on your own time
Inside MedicareCopilot
Hosted by Amanda Brewton, joined by Fred Camacho, PhD, Founder and CEO of HealthcareGPS, and Steve Dwyer, MBA, Chief Revenue Officer — a complete walkthrough of the platform and the questions agents asked on the call.
About the host
Amanda Brewton
Founder, Medicare Answers Now · Board of Directors, NABIP Foundation
Amanda has spent more than two decades in Medicare and has trained and supported over 350 agents nationwide. She serves on the NABIP Foundation Board of Directors and as a NABIP Working Group and Legislative Council member, and contributed to the revision of the Medicare & You handbook that reaches every senior in the country.
Through Brokers Making a Difference, she mobilized agents nationwide to collect more than 14,000 client testimonials on the value of working with a licensed agent, and carried them to CMS, Congress, and industry stakeholders. She is Creative Director of the Agent Symposium at Medicarians and the founder of Ms. Medicare, a platform for women leading in the industry.
Only have a few minutes?
A quick tour of plan comparison, the CRM, enrollment, and the compliance tools.
What You'll Discover
AI plan scoring that closes faster
See how 12-factor scoring ranks every MAPD, PDP, and Supplement option against your client's drugs, doctors, and budget — so you walk into appointments with a shortlist, not a spreadsheet.
One CRM for your entire book
Prospects, enrolled clients, renewals, and SEP opportunities in a single timeline. No more toggling between a quoting tool, a spreadsheet, and a carrier portal.
Compliance without the busywork
Digital Scope of Appointment, Permission to Contact, and automated audit trails — built into every client interaction so you're CMS-ready without extra steps.
Carrier-direct enrollment in your workflow
Quote, compare, and enroll from the same screen. ConnectureDRX-powered plan data means the benefits and formularies you show clients are carrier-accurate, not estimated.
Marketing that runs while you sell
Automated outreach sequences, AEP/OEP reminders, and birthday touchpoints keep your pipeline warm — so you spend appointments closing, not prospecting.
Agency tools that grow with you
Add agents, assign territories, distribute leads, and track production from one dashboard. Whether you're a solo producer or managing 50 agents, the platform scales with your business.
Want to see it with your own book?
Book a walkthrough and we'll go through the parts that matter to how you sell.