Agent Workspace for licensed Medicare agents
Compare Medicare Advantage including MAPD, standalone Part D, and Medicare Supplement options where available.
Keep the quote beside the client record, Scope of Appointment, medications, doctors, review evidence, and follow-up instead of rebuilding the same case across disconnected tools.
Quoting and comparison do not replace eligibility verification, carrier procedures, underwriting review, or enrollment submission through an approved pathway.
One broad Medicare quoting destination
Each quote path answers a different question. Agent Workspace keeps those paths connected without pretending that every product, state, or source works the same way.
01 / Medicare Advantage + MAPD
Use the applicable plan set with confirmed medications, pharmacy, doctors, coverage, and service-area details. Keep open questions visible for licensed-agent review.
See the Medicare Annual Review workflow02 / Standalone Part D
Review Part D options from the same account used for the client record, Scope of Appointment, annual review, documents, and follow-up.
See Part D and Medigap quoting03 / Medicare Supplement
Review plan letter, carrier, rate class, effective date, and premium estimates in supported states after identifying the applicable enrollment or underwriting path.
Explore Medicare Supplement quotingFrom quote to next action
Preserve the context around the comparison and keep the final submission boundary explicit.
Keep location, coverage timing, medications, pharmacy, doctors, and current coverage attached to the working record.
Move into Medicare Advantage including MAPD, standalone Part D, or Medicare Supplement workflows where the product and source data are available.
Review costs, coverage details, medication results, provider evidence, or Supplement rates without hiding unavailable or unresolved information.
Use the carrier, FMO, or approved enrollment pathway required for final verification and submission, then keep the supporting work with the client.
Illustrative product proof
A clear system boundary
01 / Agent Workspace supports
Client records, SOAs, medications, doctors, available plan evidence, quote comparison, notes, and follow-up.
02 / The licensed agent decides
The agent verifies current facts, explains tradeoffs, and determines the appropriate next step with the client.
03 / Approved pathways submit
Carrier, FMO, and approved enrollment platforms remain required where applicable for final verification and submission.
Included in Agent Workspace
Use the quoting workflows with CRM, electronic SOA, Annual Review, recorded business calls, an agent website, educational events, and searchable records.
Complete individual Agent Workspace
$29.99/month
The first 30 days are $0. A card is required at signup but is not charged during the trial.
Start Your 30-Day Free TrialCancel before the first charge if the Workspace is not a fit.
Connected workflow comparison
Client context
Separate:Re-enter the case in separate quote tools
Workspace:Quote work stays beside CRM, SOA, review evidence, and follow-up
Medicare Advantage + MAPD
Separate:Plan list separated from the annual client workflow
Workspace:Client-confirmed facts and plan evidence remain connected where available
Standalone Part D
Separate:Move prescription details to another disconnected account
Workspace:Continue the prescription conversation from the same workspace
Medicare Supplement
Separate:Use a separate rate site without the client record
Workspace:Compare available rates in supported states beside the client workflow
Enrollment submission
Separate:A quote tool may blur preparation and submission
Workspace:Clear handoff to the required carrier, FMO, or approved enrollment platform
Related agent workflows
Medicare quoting FAQ
Agent Workspace supports Medicare Advantage including Medicare Advantage Prescription Drug (MAPD), standalone Part D, and Medicare Supplement quoting workflows where available. Availability varies by product, state, service area, plan year, and source data.
No. Agent Workspace supports quoting, comparison, review preparation, documentation, and follow-up. Final verification and enrollment submission continue through the carrier, FMO, or approved enrollment platform required for the case.
Yes, where supporting data is available. Agent Workspace can keep confirmed medications, pharmacy details, doctors, coverage information, and plan evidence together. Unknown or unavailable results remain visible for licensed-agent follow-up.
A quote answers the current case question. Annual Review is a repeatable book-of-business workflow that collects client-confirmed facts, organizes available plan evidence, and helps the licensed agent prepare for the next client conversation.
Medicare Supplement state availability is maintained on the dedicated Medigap quoting page. Agents should also confirm current carrier participation, rate effective dates, underwriting requirements, and final premiums before an application.
Medicare quoting workflows are included in the individual Agent Workspace. The first 30 days are $0 with a card required at signup. After the trial, Agent Workspace is $29.99 per month unless canceled before the first charge.
One client. The right quote path.
Start with the complete individual Agent Workspace for 30 days. Continue for $29.99/month only if it fits your business.