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.
$0 for 30 days. Card required. Then $29.99/month unless canceled.
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, quoting, and approved enrollment platforms where required. Agent Workspace organizes the client, supporting work, calls, forms, evidence, and follow-up around those systems.
Purpose-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.
01
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 plan-review and quoting workflows, including Medicare Supplement, Part D, and ACA Marketplace tools 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.
One complete individual-agent offer
Everything in Agent Workspace for $29.99/month
Use the complete workspace for 30 days before the first charge.
$29.99/month after trial
Start Your 30-Day Free TrialA card is required at signup but is not charged during the first 30 days. Cancel before the first charge if the Workspace is not a fit. The trial includes 100 connected conversation minutes across inbound and outbound app calls.
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 Medigap, Part D, and Marketplace tools where available.
04
Recorded business line
Make and receive business calls inside the app 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.
Use the real workflow
Try the actual workflow—not a limited demonstration
Use Agent Workspace on the work you already do, then decide whether it belongs in your business.
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
Start Agent Workspace free for 30 days Only need electronic forms and long-term storage?
Agent Compliance Vault is available separately for $9.99/month
Use personal electronic Medicare SOA, ACA consent and review records, signing links, and searchable long-term storage without the complete CRM, calling, quoting, website, events, or Annual Review workflows.
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
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.
What is included in the 30-day free trial?
The trial includes the complete individual Agent Workspace and 100 connected conversation minutes shared across inbound and outbound app calls. A card is required at signup but is not charged during the first 30 days.
Does Agent Workspace include Medicare and ACA quoting?
Agent Workspace includes Medicare plan-review and quoting workflows, including Medicare Supplement and Part D quoting in supported states and ACA Marketplace tools. 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 cancel before the first charge?
Yes. Cancel during the first 30 days to avoid the first $29.99 monthly charge. After the trial, the individual Workspace continues month to month unless canceled.
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, quoting, 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
Start Agent Workspace free for 30 days. Continue month to month for $29.99 only if it fits your business.
Start Your 30-Day Free Trial$0 for 30 days. Card required. Cancel before the first charge.
Built for licensed agents using the notices, scripts, disclosures, carrier procedures, state rules, and approved enrollment workflows that apply to their business.