Built for Medicare & ACA agents
The CRM that knows what an SOA is.
Client records, plan comparison, Scope of Appointment, enrollment tracking and booking — one screen for your whole book.
No credit card · $59/agent/month · Your data stays yours
2026 + 2027
CMS plan data built in
1 place
Records, plans, SOA, enrollments, booking
EN / ES
English and Spanish screens
24/7
Prospects can enroll any hour
How an enrollment flows
- 1
A client is added
Import your list, or capture clients from your own website form.
- 2
They get a personal plan page
Real Medicare Advantage plans in their county from CMS data, with a giveback option.
- 3
They click Enroll
On to your Sunfire or HealthSherpa link — alone at 2 a.m. or with you on the phone.
- 4
You get the confirmation
Sunfire emails you when the application is submitted.
- 5
One paste updates the client
Paste the confirmation, review, apply. Follow-ups can run automatically.
Generic CRMs weren't built for the way you work.
Salesforce is overkill. HubSpot doesn't know what an SOA is. Spreadsheets don't scale.
Unified Client Hub
Clients, contact details and policies in searchable records. No more hunting across spreadsheets.
Personal Plan Pages
Each prospect gets a page with their name and their county's plans. See when they view and submit.
Sunfire Confirmation Import
Paste a confirmation or upload a PDF or screenshot. Review the fields, apply to the record.
Plan Audit for AEP
Check your book against next year's CMS lineup and export your AEP call list.
Give Back Comparison Links
One link showing only Part B giveback plans in their ZIP — with your name and phone on top.
Scope of Appointment & Consent
Send SOAs for e-signature, record Permission to Contact, keep signed copies on file.
Ready to run your agency on one screen?
30 days free. No credit card. No contract. Import your clients and get to work.