Everything Your Agency Needs — In One Platform
A visual tour of the features that power hundreds of Medicare and ACA agencies.
AI-Powered Plan Matching
Search any Medicare or ACA plan by county. Live QuotIt data, not estimates. AI recommends the best fit based on doctors, medications, and budget.
- 10 product lines · All carriers
- Drug formulary matching
- County-level accuracy
- Real-time pricing
Branded Proposals & SOA
Build professional plan comparisons your clients can view on any device. Digital SOA with e-signature. Track when they open it.
- Side-by-side comparison
- One-click email send
- Real-time view tracking
- PDF export for compliance
Full Client Management
Your entire book of business in one place. Contact history, coverage details, tasks, and notes. Pipeline for every stage.
- Contact log + notes
- Coverage tracking
- Task management
- Household grouping
Click-to-Call Dialer
Call clients directly from the CRM. Auto-logging, recording, and transcription. Disposition tracking for follow-ups.
- Browser-based calling
- Auto call logging
- Recording + transcription
- Call quality analysis
Points, Levels & Challenges
Turn daily production into a game. Leaderboards, achievements, seasonal competitions, and cosmetic rewards.
- XP points system
- Level progression
- Team leaderboards
- Cosmetic rewards
Agency Intelligence
Production dashboards, agent scorecards, enrollment analytics, and commission tracking. Know exactly where your agency stands.
- Real-time dashboards
- Agent scorecards
- Enrollment trends
- Commission projections