MedicareSuite

sell. reach. grow.

The all-in-one platform that gives Medicare agents the tools to close business, the visibility to get found, and the support to build a career.

CRM, agent directory, consumer visibility, AI-powered tools, training, and community. One membership. Everything you need.

Claim Your Free Listing See What's Included

Three pillars. One platform.

Everything you need to build a successful Medicare practice — integrated, not stitched together.

📊

Sell

Close more business

Your command center: MedicarePro CRM, client management, policy tracking, enrollment tools, compliance management, and RamonaChat AI — all under one roof.

✓ MedicarePro CRM
✓ RamonaChat AI (Medicare Q&A)
✓ SunFire enrollment integration
✓ Client & policy management
✓ Prescription tracking
✓ Marketing campaign templates
✓ ProShop (business cards & materials)

🔍

Reach

Get found by consumers

Your profile on MedicareAgents.com, local visibility on PlanMatch.com, and a personal agent website — driving consumers directly to you.

✓ MedicareAgents.com directory profile
✓ PlanMatch.com agent listing
✓ MedicareAgent.com personal website
✓ Professional email address
✓ Lead notifications (email + SMS)
✓ Google review integration
✓ Priority zip code placement

📈

Grow

Build your career

Live training, AEP preparation, a private community of peers, dedicated support, and a path to the most powerful CRM in Medicare.

✓ Live onboarding session
✓ AEP preparation training
✓ Monthly training sessions
✓ MedicareAgents community
✓ Priority support
✓ Path to Benefits Life & Ramona

Everything connects.

One membership. Every tool. No juggling logins across five different platforms.

💻

MedicarePro CRM

Client management, policy tracking, prescription tracking, SunFire enrollment — your daily workhorse.

🤖

RamonaChat AI

Ask any Medicare question and get an instant, accurate answer. Your AI-powered Medicare expert in your pocket.

🏪

ProShop

Compliance-approved business cards, flyers, and marketing materials with MedicareAgents.com branding and QR codes.

📍

MedicareAgents.com Profile

Your public-facing directory profile with photo, bio, reviews, video, and a direct contact form for consumers.

🎯

PlanMatch.com Visibility

Appear as a local agent when consumers compare Medicare plans. High-intent leads delivered to you automatically.

🌐

Personal Agent Website

Your own site at MedicareAgent.com with plan comparison, enrollment, and a professional email address.

Your Reach. Our Network.

MedicareSuite members are visible across consumer-facing properties that drive leads directly to your profile.

MedicareAgents.com

The Medicare Agent Directory

Consumers search by zip code and find your professional profile with photo, bio, reviews, and a direct contact form.

Professional profile with photo and bio
Google-integrated star ratings
Priority zip code placement
Lead notifications (email + SMS)
No cost per lead — ever

Learn more about MedicareAgents.com →

PlanMatch.com

Matching consumers to the perfect plan

After comparing plans, consumers see you as their local agent to help them enroll. These are the highest-intent leads in Medicare.

Consumers already compared plans
High-intent — ready to enroll
Your profile with reviews and ratings
Zip code matched to your area
Elite tier exclusive

Learn more about PlanMatch.com →

Consumer searches Google → Finds PlanMatch.com or MedicareAgents.com → Contacts you → You close the sale

All included in your MedicareSuite membership. No per-lead charges.

EXCLUSIVE TO BENEFITS LIFE AGENTS

There's a CRM no one else has.

Ramona is an AI-powered CRM built exclusively for Benefits Life contracted agents. AI plan scoring, commission reconciliation, live lead transfers, telephony, and tools no other platform offers. You can't buy it. You have to earn it.

Discover Ramona →

Choose your tier.

Start free. Upgrade when you're ready. Every tier builds on the last.

Free

Basic directory listing

Name, NPN, phone, photo
Knowledge base + webinars
Newsletter

Claim Free Listing

Essential

$99/mo

CRM + enhanced profile

MedicarePro CRM
Bio + Google reviews
ProShop access
RamonaChat AI

Get Essential

Popular

Pro

$149/mo

Premium listing + community

Priority zip placement
Lead notifications
1,000 business cards/yr
Training + community

Get Pro

Elite

$249/mo

PlanMatch + personal website

PlanMatch.com listing
Personal agent website
Professional email
Priority support

Get Elite

Compare all features →

Trusted by agents nationwide.

I run an independent broker agency. None of the free tools available have been able to accomplish everything that MedicareCopilot does. The side-by-side quoting is truly the easiest to use and more comprehensive than anything I've seen in the industry.

Marc Huguet

Agency Owner

I used to maintain an Excel spreadsheet to manage my clients and a separate tool for quotes. Now I have one integrated and detailed CRM with amazing AI-based plan comparisons and an online quoting tool all in one easy-to-use website.

Annette Todd

Independent Medicare Agent

As an independent Medicare agency for many years, I was frustrated at having multiple platforms and tabs open just to do my job. MedicareCopilot has saved me time and screen space by having all the tools in one spot.

Tri Ma

Medicare Sales & Marketing Agent

You're not building alone.

Join a community of Medicare professionals who share what works, answer real questions, and help each other succeed.

MedicareAgents Community

Exclusive access for Pro and Elite members. Ask compliance questions, share enrollment strategies, get carrier updates, and connect with agents nationwide. This is the virtual office most independent agents never had.

Join the Community

24/7

Peer Support

50+

States Covered

AEP

Prep Sessions