We will load your agency for you. You get 24 hours inside it, free.
It is AEP and you do not have time for new software. So there is no work on your side. Give us your email, send one file, and we do the rest.
How it works
- 1You send your email. That is all we ask of you today.
- 2We reply asking for one file. Your member counts by agent. Messy is fine. No member names or Medicare numbers.
- 3We build and load your agency. You do not set anything up.
- 4You get 24 hours inside it, free. Your own members, plans, counties and agents.
What you will see
- Your members by plan, by agent and by county.
- Which of your plans changed enough that members will start shopping, sorted into a call list.
- The plans in each county to research instead, ranked, with the trade-off shown.
- Your forecast in dollars, from your own override schedule.
- The Agency Game Plan: write your commentary on key plans and set your agency's position. Every agent on your roster sees it next to the plan.
InsurIntel is a research tool for licensed agents to prepare for appointments. It never recommends enrolling anyone, and commission never ranks a plan. Member counts are CMS plan data matched to the counts you send; CMS does not report plan enrollment under 11 members in a county, so market figures are a floor. For licensed agents, not for Medicare beneficiaries.