01
Attract and organize
Publish a focused agent website and educational event pages. Create flyers, QR codes, and RSVP workflows, then carry the inquiry into the CRM without rebuilding the client record.
Agent Workspace by Informed + Choice
Medicare & ACA CRM Software for Agents
Run the client relationship—from the first inquiry through every annual review—in one connected workspace.
Manage client work, use Medicare and ACA quoting workflows, make recorded business calls, send electronic SOA and ACA consent links, and publish your agent website and educational event pages.
Guided demo and approved provisioning. No public price, free trial, or automatic production signup.
The whole workflow
See the whole agent workflow in one view
Start an SOA, quote, annual review, educational event, or personal client link. See open work, recent calls, and follow-ups without moving the same client between disconnected tools.
One connected client record
One client record instead of a stack of disconnected tools
The value is not simply that the tools are included. The value is that the work stays connected.
02
Complete the work
Manage client work, use Medicare and Marketplace quoting workflows, make recorded business calls, and send electronic SOA and ACA consent links from the same account.
03
Retain the client
Run a repeatable Medicare Annual Review, keep the evidence and unresolved questions visible, and schedule the next action without reconstructing the case elsewhere.
Continue using carrier, FMO, and approved enrollment platforms where required. Agent Workspace organizes the client, supporting work, calls, forms, evidence, and follow-up around those systems.
Review Medicare agent software and agency toolsPurpose-built agent workflows
Built for Medicare and ACA work—not adapted from a generic CRM
A generic CRM stores contacts, tasks, and notes. Agent Workspace connects the specialized work around the Medicare and ACA client relationship.
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Medicare Annual Review that keeps the agent in control
Send one personal link. The client can connect available Medicare data, add prescription-bottle photos, or complete guided entry. Agent Workspace organizes medications, pharmacy, doctors, coverage, plan evidence, costs, and tradeoffs for the licensed agent to review. It does not choose a plan.
AI-assisted text extraction may help read a prescription bottle photo. Confirmed facts feed a rules-based assessment; the licensed agent reviews the evidence and makes the decision with the client.
Explore Medicare Annual Review02
Quoting beside the client record
Use Medicare Advantage, including Medicare Advantage Prescription Drug (MAPD), standalone Part D, Medicare Supplement, and ACA Marketplace quoting workflows where available. Keep quote work beside the client record, forms, calls, and follow-up instead of re-entering the case in another disconnected system.
03
Website and educational event tools
Publish or refresh a focused agent website and create educational event pages, printable flyers, QR codes, and RSVP workflows without buying separate website, design, and form products.
See website and event tools in the Workspace offer04
Recorded calls, forms, and records
Make and receive business calls inside the app. Keep permitted recordings, notes, SOAs, ACA records, enrollment files, and supporting documents connected to the client and available for retrieval and export.
The complete agent workspace
Essentials starts with a guided demo
See the connected workflow, tell us what your business needs, and plan an approved configuration before production access is provisioned.
Request an Essentials DemoEssentials has no public price or free trial while we evaluate the right feature set, support needs, and rollout for each customer.
01
CRM and open client work
Keep client records, current work, calls, forms, reviews, and next actions connected.
02
Medicare Annual Review
Collect confirmed information once and organize plan evidence for licensed-agent review.
03
Medicare and ACA quoting workflows
Use Medicare Advantage including MAPD, standalone Part D, Medigap, and Marketplace tools where available.
04
Recorded business line
Make and receive business calls inside the app. Ask us about bringing the cell or business number clients already know, and keep permitted recordings with the client.
05
Agent website and educational events
Publish a focused website, event pages, flyers, QR codes, and RSVP workflows.
06
Electronic forms and searchable Vault
Send personal SOA and ACA consent links and retain records with MFA, search, retrieval, and export.
A deliberate rollout
See the workflow, confirm fit, then provision intentionally
The demo helps us understand which capabilities matter, whether we can support the rollout well, and what an approved configuration should include.
01 Create a client
02 Send an SOA or ACA consent link
03 Run a quote or Annual Review
04 Build an educational event page and QR code
05 Make a recorded business call
Request an Essentials demo Only need electronic forms and long-term storage?
Electronic Scope of Appointment is available now for $9.99/month
Create branded SOA pages, send signing links, track completion, and retrieve completed records without the complete CRM, telephone, quoting, website, events, or Annual Review workflows. Payment is due at checkout; there is no introductory trial.
Coming soon
Business Telephone — $39.99/month
A focused business number with incoming and outgoing app calls, permitted recording, storage, and call history. Paid signup will open after final launch checks; there is no trial.
For agencies, FMOs, and broker networks
Need provisioning or workflows for a downline?
Agency implementations are scoped around agent count, branding, hierarchy, reporting, support, and the requirements of the rollout.
Connected-workflow comparison
Replace handoffs between tools with one working record
Capability Separate-tool approach Agent Workspace
Client and follow-up record
Separate:Separate CRM subscription
Workspace:Connected to the client record
Annual Review intake and calculations
Separate:Manual plan-by-plan work or another tool
Workspace:Included
MAPD, Part D, Medigap, and Marketplace quoting
Separate:Separate quoting tools
Workspace:Included where available
Recorded business line
Separate:Separate phone and recording vendor
Workspace:Included
Personal website and educational events
Separate:Website, design, and form tools
Workspace:Included
Personal SOA and ACA URLs
Separate:Separate form products
Workspace:Included
MFA and 10-year record storage
Separate:Generic file storage
Workspace:Included
Agent Workspace FAQ
Clear answers before you start
How is Agent Workspace different from a generic insurance CRM?
A generic CRM generally manages contacts, leads, tasks, notes, and follow-up. Agent Workspace adds the Medicare and ACA workflows around that relationship: Annual Review, quoting, recorded business calls, electronic SOA and ACA consent, an agent website, educational event pages, and searchable long-term records.
How do I get access to Essentials?
Request a guided demo. We will learn which workflows you need, confirm support capacity and fit, and plan any approved provisioning. Essentials does not currently have a public price, free trial, or automatic production signup.
Can I keep my current phone number?
Ask our team about number porting during Business Telephone setup. The standalone product is coming soon at $39.99 per month, with paid activation and no trial. Join early access and we will follow up when signup opens.
Does Agent Workspace include Medicare and ACA quoting?
Agent Workspace includes Medicare Advantage, including Medicare Advantage Prescription Drug (MAPD), standalone Part D, Medicare Supplement, and ACA Marketplace quoting workflows where available. Availability varies by product, state, service area, plan year, and available source data.
Can I create an agent website and educational event pages?
Yes. Agent Workspace includes a focused agent website and tools for creating educational event pages, printable flyers, QR codes, and RSVP workflows.
Does the Medicare Annual Review choose a plan?
No. Annual Review applies defined calculation and requirement-matching rules and organizes the available evidence. The licensed agent reviews the information, explains the tradeoffs, and makes the plan decision with the client.
Can I buy Electronic SOA without Essentials?
Yes. Electronic Scope of Appointment is available now as a focused self-service product for $9.99 per month. Payment is due at secure checkout and there is no introductory trial.
Can an agency or FMO use Agent Workspace?
Yes. Agency implementations use a separate pricing and rollout process because provisioning, branding, hierarchy, reporting, support, and workflow requirements vary.
Does Agent Workspace replace carrier, FMO, or enrollment platforms?
No. Continue using carrier, FMO, and approved enrollment platforms where required. Agent Workspace keeps the client record, supporting work, calls, forms, evidence, and follow-up connected around those systems.
One system for the client relationship
Put the whole agent workflow in one place
Request a guided Essentials demo, or start the focused Electronic SOA product now for $9.99/month.
Request an Essentials DemoEssentials access is approved and provisioned manually. No public price or free trial.
Built for licensed agents using the notices, scripts, disclosures, carrier procedures, state rules, and approved enrollment workflows that apply to their business.