Transform your Medicare Business with

AI-Powered Precision

MedicareCopilot^™, from HealthcareGPS^™, is the first AI-powered, all-in-one CRM, quoting and enrollment system purpose-built for Medicare.

Introducing MedicareCopilot

In today's complex Medicare landscape, successful brokers need more than fragmented tools - you need an intelligent, unified platform that streamlines workflows, ensures compliance, and drives sustainable growth MAPD, Medicare Advantage, Prescription Drug, and Medicare Supplement plans.

MedicareCopilot combines advanced AI technology with deep Medicare expertise to deliver the industry's first truly comprehensive solution that transforms how you serve clients and grow your business.

Say goodbye to juggling multiple platforms and spending countless hours on administrative tasks. MedicareCopilot revolutionizes your workflow by automating complex processes, providing instant access to deep plan insights, and delivering year-round support that keeps your clients satisfied and loyal.

Trusted by leading Medicare Brokers and Agents

See how MedicareCopilot is helping brokers across the country grow their business and
serve their clients better.

Maggie Endris

Licensed Insurance Agent Specializing in Medicare Plans

MedicareCopilot helps me efficiently gather those personal details--like medical preferences and must-haves-that make all the difference in earning my clients' trust.

In turn, I can provide quality guidance, customized to each individual.

Annette Todd

Independent Medicare Agent

I used to maintain an excel spreadsheet to manage my clients and prospects and used a separate tool for quotes.

Now, with MedicareCopilot, I have one integrated and detailed CRM built in with amazing AI-based plan comparisons, and an online quoting tool all in one easy to use website.

Carissa Plumery

VP of Sales at Benefits Life

I value MedicareCopilot as a standout solution for agents, offering a distinctive platform that combines multiple tools into one easy-to-use interface, unmatched by other plan comparison platforms.

By leveraging AI, MedicareCopilot streamlines the process, saving agents time and enabling them to quickly identify the ideal plan for their beneficiaries.

The Complete MedicareCopilot
Platform

Your All-in-One Medicare Success Solution

Transform your Medicare practice with our comprehensive AI-powered platform designed specifically for forward-thinking brokers and agencies.

MedicareCopilot gives you everything you need to streamline operations, serve clients better, and maintain compliance regulations - all while saving valuable hours every week.

The Complete MedicareCopilot^™
Platform

Your All-in-One Medicare Success Solution

Transform your Medicare practice with our comprehensive AI-powered platform designed specifically for forward-thinking brokers and agencies.

MedicareCopilot gives you everything you need to streamline operations, serve clients better, and maintain compliance regulations - all while saving valuable hours every week.

AI-Powered Plan Analysis

Using advanced natural language processing, and proprietary algorithms, MedicareCopilot deeply analyzes plan details from benefit coverage documents to identify best-fit plans and explain each option's true strengths, limitations, and nuances.

Personalized Plan Scoring and Ranking

MedicareCopilot scores available plans against 12 priority factors, weighted on a five-point scale for each client's conditions, needs, budget, and other preferences - delivering a scored, unbiased shortlist of best-fit recommended plans.

Consultative Client Discussions

For each recommendation, MedicareCopilot surfaces key plan advantages, considerations, and rationale - streamlining conversations and ensuring clients understand why each option is being proposed.

Year-Round Support

24/7 AI-powered chat for instant answers on benefit questions
Automated client engagement programs
Birthday and anniversary reminders
Annual enrollment period notifications
AI powered newsletter authoring and scheduling
Health-related content distribution

Compliance & Security

SOC 2 certified
HIPAA compliant
Enterprise-grade data encryption
Secure data backup and recovery
Automated documentation and audit trails
Regular regulatory updates

Agency Administration

Team management and performance tracking
Territory assignment and lead distribution
Custom workflows and approval processes
Training and onboarding tools
Resource library and best practices

Cutting-Edge Technology

Multi-Channel Communication Management: Seamlessly handle calls, video chat, emails, and text messages in one platform.
AI-Generated Transcripts and Analysis: Get instant transcripts and AI-powered insights from every client interaction - we even map transcript data to appropriate fields in the CRM.
Compliance Feedback and Coaching: Receive real-time AI feedback to ensure CMS-compliant communications and improve your approach.

*Requires Communications Suite add-on

Additional Features and Capabilities

Integrated lead generation system
Outbound marketing campaign platform
Digital Permission to Contact
Digital Scope of Appointment
Digital Needs Assessment
Robust reporting tools
Client and prospect data upload
Complete CMS star ratings