Attract and organize
Use an agent website and event pages to create a clear response path, then connect the inquiry to the CRM client record and next action.
Get more prospects. Win more clients. Stay compliant. Keep them year after year.
More Than a CRM—A Complete Agent Workspace
Informed + Choice includes the CRM capabilities agents need to manage their business, including client management, Medicare Advantage, Medigap, and Marketplace quoting workflows, agent branding, and personalized URLs.
But it goes beyond managing the clients you already have. It helps you attract new prospects through an optimized agent website and tools for organizing educational and marketing events.
It also helps you complete the work compliantly with recorded business calls, electronic Scopes of Appointment, compliant forms, and long-term storage of the records that prove what happened.
It is one connected workspace designed to help you attract more prospects, convert them into clients, serve them compliantly, and keep them year after year.
For agencies, FMOs, and broker networks
Give every ACA agent a branded consent link, QR code, and exportable record workflow.
Built for organizations that need consistent ACA consent and application-review documentation across a downline without forcing a CRM, quoting, EDE, or enrollment-platform migration.
What this is
One connected client history for the work agents already do
Most agents have to move the same client across separate tools for contacts, quoting, plan review, phone calls, forms, website leads, events, and storage. Agent Workspace connects those steps.
Continue using carrier, FMO, and approved enrollment platforms where required. Use Informed + Choice to organize the client, calculate the review, complete the supporting workflow, and keep the evidence retrievable.
Complete the work
Prepare the case, review plans, make recorded calls, send electronic forms, and keep the supporting evidence connected.
Retain the client
Run a rules-based Medicare Annual Review, explain the tradeoffs, schedule follow-up, and preserve the work in the same client history.
Workflow paths
Choose the product or access path that fits the work
Electronic SOA is available now, Business Telephone is coming soon, Essentials is demo-led, and agency-sponsored forms use a separate contracted rollout.
Guided demo
Essentials
Get the sale. Keep the client. Keep the proof.
Bring CRM, Medicare Annual Review, business telephone, agent website, events, electronic forms, ACA records, quoting workflows, and long-term storage into one connected client history. We will confirm the right configuration and rollout with you first.
- CRM and client work history
- Annual Review with Blue Button, prescription photos, or manual intake
- Drug-cost calculations and provider search
- Medigap and Marketplace quoting
- Business telephone and recorded-call workflows
- Personal website and educational event workflows
- Personal SOA and ACA links with 10-year Vault
Available now — $9.99/month
Electronic Scope of Appointment
A focused self-service product for branded electronic SOAs
Create a branded SOA page, send personal or client-specific links, collect electronic signatures, track completion, and retrieve completed records without buying the complete Essentials workspace.
- Agent-branded personal SOA page
- Personal or client-specific signing links
- Mobile-friendly electronic signatures
- Pending and completed status
- Completed-document storage and retrieval
- Paid at checkout; no introductory trial
Coming soon — $39.99/month
Business Telephone
A business number built for the agent workflow
Make and receive business calls inside the app, keep permitted recordings and call history, and connect telephone activity to the client workflow. Signup will open after final launch checks.
- Business telephone number
- Incoming and outgoing app calls
- Permitted call recording and storage
- Call history connected to client work
- Payment before activation; no trial
Essentials workflow
Medicare Annual Review
Calculated with defined rules, reviewed by the licensed agent
Collect medications, pharmacy, doctors, current-plan context, and eligibility facts once. Calculate and group the eligible plan set with source evidence and unresolved facts kept visible.
- Medicare data, bottle photo, or manual intake
- No AI bot calculates or chooses the plan
- Plan-specific drug and cost assessment
- Pharmacy and provider evidence
- Requirement-fit groups and tradeoffs
Agency solutions
Agency-Sponsored Electronic Forms
A separate contracted path for participating agents
Standardize ACA consent, eligibility application review, Medicare SOA, personal URLs, branding, and record workflows without sending agency-sponsored agents through public retail checkout.
- Consumer consent documentation
- Eligibility review records
- Agency-specific account activation
- Contracted features and rollout support
- No public retail checkout for sponsored agents
How it works
How connected records work inside Essentials
Step 1
Create or capture the record
Generate an electronic SOA, send an ACA consent form, make a recorded call inside Agent Workspace, or capture a telephone SOA / voice authorization workflow.
Step 2
Send the link or handle the call
Send a secure link by text or email, or complete the process through a recorded call when your workflow supports a telephone record.
Step 3
Client signs or authorizes
The beneficiary or consumer completes the web form from their device, or the authorization is captured through the recorded telephone workflow.
Step 4
Store, retrieve, and export
The completed form, call recording, or supporting file is stored in your vault so you can retrieve it later and export your records if your business changes.
Mobile-first field workflow
Built for real sales moments, not perfect office workflows
Medicare and ACA sales conversations do not always happen at a desk. You may be on the phone, at an office appointment, following up after an educational event, helping a senior from your phone, or responding when the client wants to discuss a different product type.
Send a private electronic SOA link by text or email. Let the beneficiary sign from their phone. Create a replacement SOA when the product scope changes. Business Telephone is a separate standalone product coming soon for recorded telephone workflows.
Send links from your phone
No app required for the signer
Web-based signing experience
Status tracking for pending and signed forms
Telephone workflow when a link is not the right fit
Completed records stored in your vault
Medicare + ACA
One vault for Medicare and ACA workflows
Keep Medicare and ACA records in one place instead of spreading them across phone systems, email, PDFs, carrier portals, and desktop folders.
For Medicare agents
Use Informed + Choice to support the records that surround Medicare sales conversations.
- Electronic Scope of Appointment
- Telephone Scope of Appointment
- Voice signature-style workflows
- Recorded Medicare sales calls
- Telephonic enrollment call records
- Replacement SOAs when scope changes
- Supporting sales documents
- Exportable records
For ACA Marketplace agents
Use the same vault to organize ACA consumer consent, eligibility review documentation, Marketplace records, and related call recordings.
- ACA consumer consent records
- Eligibility application review documentation
- Marketplace Plan Finder access
- Historical record imports
- Supporting Marketplace files
- Medicare and ACA records in one account
Guided Essentials rollout
Essentials for the full client lifecycle
Essentials combines quoting, CRM, Medicare Annual Review, business calling, an agent website, events, electronic forms, ACA records, and the compliance vault. It is available through a guided demo so we can confirm the features and rollout your business needs.
The signature difference is the connection: the review becomes client work, the call stays with the record, the forms stay with the case, and the next follow-up is already visible.
Attract
- Starter local agent website
- Event pages, flyers, and QR codes
- CRM-connected inquiries
Complete
- CRM and open client work
- Recorded calling and electronic forms
- Long-term compliance vault
Retain
- Rules-based Annual Review
- Source evidence and tradeoffs
- Next action and follow-up
Agent-owned records
Your clients. Your records. Your vault.
Independent agents often work across carriers, FMOs, quoting tools, enrollment systems, and phone vendors. Those tools may change as the business changes.
Your client history and supporting records should not be trapped when that happens. Informed + Choice keeps the work connected to your book of business: client cases, assessments, SOAs, call recordings, ACA consent and review records, enrollment records, and uploaded files.
No FMO lock-in
Connected CRM work
Exportable records
Works with required carrier tools
Built for individual agents and agency rollouts
Focused workflows
Go deeper on the part of the Workspace you need
Review Annual Review, ACA, multilingual, telephone, and electronic-form workflows, then choose the right product or demo path.
Medicare Annual Review
Collect confirmed client facts, calculate the eligible plan set with defined rules, and review source evidence, costs, requirement fit, and tradeoffs without an AI plan picker.
View Medicare Annual ReviewMarketplace Plan Finder
Search ACA Marketplace plans, compare options, and review provider and drug coverage inside the ACA workflow.
View ACA ToolsMultilingual forms
Send Medicare SOA and ACA consent forms in supported languages so the signer-facing experience is easier for multilingual households.
View Multilingual FormsAgent workflows
Explore the CRM-connected workflows
See how Agent Workspace handles recorded calls, long-term vault storage, and electronic Scope of Appointment forms without breaking the client history apart.
Recorded business line for Medicare and ACA agents
Business Telephone is coming soon at $39.99/month for recorded calls made and answered inside the app, with permitted recordings, call history, and client context. Join early access now and we will let you know as soon as paid activation opens.
See Business Telephone — coming soonEssentials for connected agent records
Request an Essentials demo when you need ACA consumer consent, eligibility review documentation, broader historical uploads, CRM context, and exportable record management beyond Electronic SOA.
Request an Essentials DemoElectronic Scope of Appointment for Medicare agents
Use Electronic SOA when you need to send a private signing link by text or email, track pending and signed status, and keep the completed SOA in the vault.
View electronic Scope of Appointment for Medicare agentsProvider tools
Provider workflows are part of the broader platform
Informed + Choice also supports healthcare data workflows for provider organizations, including patient-authorized data access and clinical context tools. For now, the homepage highlights the agent compliance workflows that are available for licensed Medicare and ACA agents.
View Provider ToolsResources
Agent compliance resources
Learn how Electronic SOA, the coming-soon Business Telephone product, and Essentials workflows fit common Medicare and ACA documentation needs.
Marketing call vs. enrollment recording
Understand when Medicare marketing call recordings follow six-year retention and when telephonic enrollment records stay separate.
Medicare enrollment recording rulesCMS 2027 rule changes for Medicare agents
Understand the current Medicare call-recording, SOA, and retention landscape for licensed agents.
Medicare call recording requirementsElectronic Scope of Appointment
Learn how electronic SOA links, mobile signing, pending status, and replacement SOAs can fit your Medicare workflow.
Electronic Scope of Appointment for Medicare agentsConnecture, Sunfire, and independent records
Compare FMO platform workflows, voice signatures, data portability, focused Electronic SOA, and the separate coming-soon telephone path.
Telephone SOA and voice signature workflowsACA consent and eligibility review
Document ACA consumer consent and eligibility application review records in a secure vault.
ACA consent and eligibility review recordsGoogle Drive vs. SOA Vault
Compare generic cloud folders with an agent-controlled vault for SOAs, call recordings, ACA records, retrieval, and export.
Compare storage workflowsMultilingual Medicare and ACA forms
Support signer-facing forms in multiple languages for Medicare SOA and ACA compliance workflows.
Multilingual compliance forms for insurance agentsFAQ
Frequently asked questions
What is Informed + Choice for agents? +
Informed + Choice Essentials is a connected workspace for Medicare and ACA agents with CRM, quoting workflows, a rules-based Medicare Annual Review, business telephone, agent websites, events, electronic forms, and long-term records. Essentials is currently available through a guided demo and approved provisioning rather than automatic signup.
What is Electronic SOA? +
Electronic SOA is the focused $9.99/month self-service product for branded SOA pages, personal or client-specific links, electronic signatures, completion tracking, and completed-record storage and retrieval.
Can I send an electronic Scope of Appointment by text or email? +
Yes. Agents can generate a private SOA link and send it by text or email. The beneficiary can review and sign through a web-based signing workflow from a phone, tablet, or computer.
Can I use the recorded line for telephone SOA or voice signature workflows? +
Yes. Business Telephone supports recorded calling workflows, including telephone SOA or voice authorization when your compliance process permits them. The standalone product is coming soon at $39.99 per month; join the early-access list for launch availability.
Can I use the recorded line for telephonic enrollment calls? +
Yes. When telephonic enrollment is available through your approved enrollment workflow, Agent Workspace can capture the in-app call and store the enrollment-related recording with the related SOA and sales documents.
Does this work for ACA agents too? +
Yes. ACA agents can use the vault to store consumer consent records, eligibility application review documentation, Marketplace-related files, and related call recordings.
Does AI calculate the Medicare Annual Review or choose a plan? +
No. An AI bot does not calculate the plan assessment or choose the plan. Annual Review follows defined calculation and requirement-matching rules using confirmed client facts and source-backed plan, drug, pharmacy, provider, benefit, and eligibility data. The licensed agent reviews the evidence and makes the decision with the client.
Can I export my records? +
Yes. The platform is designed so agents can export their recordings and documents if their workflow changes.
Start with the complete Agent Workspace
Put CRM, Annual Review, a recorded business line, agent website, events, electronic Medicare and ACA forms, quoting workflows, and long-term records into one client-centered system.
Built for licensed Medicare and ACA agents. Use your approved scripts, disclosures, carrier procedures, and enrollment workflows.