Insurance Agent Solutions

Close the Sale in One Sitting—Without Guesswork

HealthLink Secure streams live medication and plan data straight from CMS, letting you match clients to the best Medicare or commercial policy in minutes—not days.

Built for Agents, Obsessed With Privacy

Benefit What you get
Live Part D Medication List Full drug name, strength & dosage—no more spelling errors or plan mismatches
Prescribing‑Doctor Snapshot Instantly spot every provider to verify network compatibility
Current Coverage & Savings Flags Plan type (MA‑PD, PDP), Medicaid dual‑eligible status, Extra Help/LIS, deductible progress
AI Plan‑Compare One‑click, plain‑language side‑by‑side comparisons based only on the data you're permitted to view
Content Studio Auto‑generate compliant blog posts & 60‑sec audio clips with TPMO disclaimers built‑in
CASK™ Chatbot 24/7 lead capture and Medicare Q&A trained on authoritative CMS sources
Zero‑Retention Privacy All data self‑deletes after 8 hours; diagnosis & visit details are never collected

Exactly What Appears on Your Screen

Medicare Blue Button 2.0 Feed

  • Active Prescriptions—drug name, strength, last fill, cost share
  • Prescribers—NPI & specialty for every medication
  • Current Plan—contract/PBP, premium, deductible, phase, LIS status

"Aging‑In" Commercial Feed

  • UnitedHealthcare (today)—formulary status, copays, prescribing doctors for 64‑year‑olds
  • Additional carriers (coming soon)

Growth Toolkit Included

AI Plan‑Compare

Transforms raw drug & provider lists into consumer‑friendly plan comparisons you can email or print—no manual data entry.

Content Studio

  • Blog Generator—Localized posts like "Best $0‑premium MAPD plans in [county] (2025)"
  • Audio Narration—Auto‑voices every post for audio blog, Facebook, YouTube content
  • Social Snippets—Pre‑written hooks with TPMO disclaimers

CASK™ Chatbot

Answers Medicare FAQs, books calendar slots, and syncs leads to your CRM—never stores PHI.

Compliance Snapshot

  • HIPAA‑grade encryption (TLS 1.3 in transit / AES‑256 at rest)
  • Eight‑hour auto‑purge in line with Blue Button 2.0 terms
  • TPMO disclosures auto‑injected into every asset (CY 2025 wording)

References: CMS Medicare Communications & Marketing Guidelines • Blue Button 2.0 Developer Guide

FAQ

How do clients provide authorization?

Content for this FAQ will go here.

Ready to streamline your Medicare sales process?

Join the waitlist to be among the first to access HealthLink Secure.

Contact us for early access

HealthLink Secure is a product of Informed + Choice. Blue Button® is a CMS registered mark and is used under license.