Essentials by Informed + Choice

Medicare & ACA.
One connected workspace.

Find the client. Prepare the review. Send the form. Keep your next step in view.

Start your 30-day free trial

Then $29.99/month. Card required.
One trial per NPN.

See the client workflow
Essentials workspace showing client search and shortcuts for SOAs, quotes, educational events, and personal links in an example account
Your next client task starts here.Example account · select image to explore

Inside Essentials

Enlarged Essentials workspace with client search and shortcuts for forms, quotes, events, and personal links

Live product view. Example account shown. Swipe or scroll across to see every tool.

A client task, from start to finish

Send an SOA. See its status. Retrieve the signed record.

Here is one workflow inside Essentials. These product screens use a fictional client, Evelyn Brooks, to show where the work and completed record appear.

  1. Send the SOA link

    Create a client-specific Scope of Appointment request and share its signing link by text or email. The client reviews and signs on their own device.

  2. Check what is still open

    Return to the client record to see the SOA work and its status. Check completion before moving to the next step in your appointment process.

  3. Open the signed record

    Find the completed SOA, review its receipt, and download the PDF when you need the record.

Fictional client Evelyn Brooks: signed SOA receipt with appointment details, signing status, and a Download PDF button
The result: a signed SOA you can find again. The receipt shows its status and appointment details. Select the image to inspect the full-size example.

The signing workflow is also available in the focused Electronic SOA subscription. Essentials adds the broader client workspace.

See SOA tracking inside the client record

The rest of your client work

Bring forms, calls, and reviews back to the client.

Essentials is the subscription. Agent Workspace describes the connected tools. You will see Agent Vault in the app where you manage client records and documents.

Keep the next step with the client

Use client records and open work to find current forms, review activity, and follow-up without reconstructing the case.

See client records and SOA tracking

Make the call and keep its record

Make outbound calls in the app and answer incoming calls in the app or with included cell backup. Review permitted recordings and link calls to the correct client.

See calling, recording, and setup

Prepare a review you can explain

Collect confirmed client information and review available plan evidence, costs, and tradeoffs. Annual Review supports your assessment; the licensed agent makes the decision with the client.

Explore Medicare Annual Review

Give prospects a way to reach you

Publish an agent website or educational event page. Share a link or QR code and collect inquiries or RSVPs for follow-up.

See website and event tools

Keep the tools and professional judgment your work requires.

Continue using carrier, FMO, and approved enrollment platforms where required. Quoting and review availability depend on the product, service area, plan year, and source data. Recording follows the applicable call policy, notice, and consent requirements.

Review all Essentials inclusions and limitations

Compare your options

Choose the offer that fits your work.

Essentials is the connected workspace. Electronic SOA is a focused subscription. Agency access starts with a conversation about your organization.

Essentials

$29.99/month

After a 30-day free trial. Card required at checkout. One trial per NPN. Monthly subscription.

Best fit
You want client records, forms, calling, and review work in one workspace.
What it covers
CRM, electronic SOA and ACA forms, business calling, Annual Review, quoting where available, an agent website, and event tools.
Getting started
Create an account, complete your agent profile, and enter payment details. Set up the features you plan to use.
Start your 30-day free trial Review Essentials inclusions

Electronic SOA

$9.99/month

First payment due at secure checkout. No introductory trial.

Best fit
You need to send, track, and retrieve electronic Scopes of Appointment.
What it covers
A branded SOA page, personal or client-specific links, electronic signing, completion status, and record lookup and download.
Getting started
Create your account, complete paid checkout, and set up the agent profile used on your SOA page.
Get Electronic SOA — $9.99/month Review the focused SOA product

Agency access

Scoped with your team

Separate agreement and rollout. Pricing depends on your organization’s requirements.

Best fit
You need a consistent documentation process across agents or a downline.
What it covers
Discuss agent access, branded forms, records, reporting, support, and the workflow requirements of your rollout.
Getting started
Request a demonstration, review your requirements, and agree on an implementation plan with our team.
Request an agency demo Explore agency documentation workflows

Calling is part of Essentials: 100 calling minutes during the trial; 1,500 minutes per month on the paid plan. Use the phone on its own or with the rest of the workspace at the same subscription price. Review calling and setup details.

Before you start

Set up your account. Then try one useful task.

Have your login email, agent profile information, National Producer Number (NPN), and payment card ready. Registration takes you through Account, Profile, and Payment.

Essentials is $29.99/month after the 30-day free trial. One trial per NPN. Cancel before the first charge if you decide it is not a fit.

Ask about setup, billing, or cancellation

  1. 1. Create your account and agent profile

    Set up your login, provide your professional details, and continue to payment for the Essentials trial.

  2. 2. Choose the work you came to do

    For forms, set up your agent details and send an SOA link. For calling, activate your business number and allow microphone access in your browser. Ask support to confirm portability before planning to move an existing number.

  3. 3. Return to the result

    After a client signs, find the completed SOA and download its PDF. If you are evaluating calling, review a permitted recording and link the call to the correct client.

Clear answers before you start.

How do Essentials, Agent Workspace, and Agent Vault fit together?

Informed + Choice is the software provider. Essentials is the subscription to the connected Agent Workspace. Agent Vault is the app name you will see during registration and in the client-record and document tools. These names do not mean you need three subscriptions.

What happens after the free trial?

Essentials is $29.99/month after a 30-day free trial, with monthly renewal until you cancel. A card is required at checkout and there is one trial per NPN. Cancel before the first charge if you do not want to continue. Contact support if you need help with billing or cancellation.

What does business calling include?

Essentials is $29.99/month after a 30-day free trial. Card required at checkout; one trial per NPN. The trial includes 100 calling minutes; paid Essentials includes 1,500 calling minutes per month. Make outbound calls with your browser microphone and answer incoming calls in the app. Incoming cell forwarding is included with Essentials: turn on cell backup to ring your saved cell number too.

Can I bring my current phone number?

Ask support to review your existing number and the requirements before planning a transfer. Number portability and timing must be confirmed; there is no self-service porting checkout.

Can clients sign an SOA from their phone?

Yes. Share a personal or client-specific SOA link by text or email. The client can review and sign in a web browser on a phone, tablet, or computer. The signer does not need to install an app.

Will this replace my carrier or enrollment tools?

Continue using carrier, FMO, and approved enrollment platforms where required. Essentials organizes the client record and supporting work around those systems. Quoting and Annual Review depend on available source data, plan year, product, and service area. The licensed agent reviews the evidence and makes the plan decision with the client.

Can I retrieve and export my records?

Completed SOAs have a PDF download, and document and recording workflows support retrieval and export. Record retention and access after cancellation follow your subscription terms; storage duration alone does not guarantee continued account access.

Review the subscription and record-retention terms or contact our team about your setup.

Researching a specific workflow?

Working with a provider organization? Explore medical provider tools.

Try Essentials with the work you need to do.

Start with a client record, an SOA, or your business line. Follow the task through to a result you can retrieve.

Start your 30-day free trial

$29.99/month after the trial. Card required at checkout. One trial per NPN.