Simple, Transparent Pricing
Pick the tier that best fits your business.
Essential
The perfect starting point for new producers
$99/month
- Full CRM with Client 360°
- AI Plan Comparison & Scoring
- Digital Compliance (PTC, SOA, Needs Assessment)
- Bulk Import of Contacts
- Direct Carrier Enrollment
Most Popular
Pro
Built for agents ready to grow their book
$149/month
- Everything in Essential, plus:
- AI Contact Summaries & Smart Scheduler
- Calendar & Email Sync (Outlook, Google)
- Advanced Reporting & PURLs
- Documents & File Management
Best Value
Elite
Serious automation for high-producing agents
$199/month
- Everything in Pro, plus:
- Batch Quotes & Advanced Campaigns
- Commissions Tracking & Reconciliation
- AI-Powered Drip, Newsletter & Events
- Premium Support & Customer Success
“I have run my agency since 2016 and for the first time in my career I can honestly say to a prospective agent ‘Hey, we have access to literally the best quote and enroll tool that exists, period.’”
— Marc HuguetPay monthly, quarterly, or annually — save 5% when you pay for the full year upfront.
Add integrated telephony starting at $30/mo per seat — configured during checkout.
All plans require a 12-month commitment. You can add more seats anytime from your agency dashboard after setup.
| Feature | Essential $99/mo | Pro $149/mo | Elite $199/mo |
|---|---|---|---|
Core | |||
CRM & Client Management Full CRM with Client 360° | |||
AI Contact Summary AI-Generated Summaries | |||
Calendar (Built-in) Calendar & Appointment Management | |||
Calendar / Email Sync Outlook & Google Integration | |||
Activities & Notes Full Task & Notes Management | |||
Documents & Files Document Storage & Management | |||
Bulk Import of Contacts CSV Import | |||
Bulk Export of Contacts CSV Export | |||
AI Chat Medicare Q&A, Plan Questions | |||
| Coming Soon Medicare/Medicaid Eligibility Eligibility Verification | |||
Plan Tools | |||
Drug Single Entry Manual Drug Entry | |||
Drug Bulk Entry AI Bulk Entry (Text, Photo, Voice) | |||
Provider Entry Search & Selection | |||
Provider Web/AI Search AI-Powered Search & Matching | |||
Plan Selection 12-Factor Scoring, AI Recommendations | |||
Plan Comparison & Details Side-by-Side Comparison | |||
Compliance | |||
Compliance Digital PTC & SOA | |||
Needs Assessment Digital Needs Assessment | |||
Ready To Sell Integration RTS Certification Tracking | |||
Sales | |||
Smart Scheduler Consumer Scheduling + PTC/SOA | |||
PURLs Personalized URLs | |||
Single Quotes Individual Quote Generation | |||
Batch Quotes Automated Quote Campaigns | |||
Direct Enrollment with Carriers Integrated Carrier Enrollment | |||
| Coming Soon Lead Management Order, Receive, Track Leads | |||
Communications | |||
Communications (Included) Email, Outlook & Gmail Sync | |||
Native Telephony/SMS (Add-on) Voice, SMS, Video | |||
AI Voice Agents (Add-on) AI Voice Agents | |||
Marketing | |||
Campaigns - Core SOA, Needs Assessment, Email & SMS | |||
Campaigns - Advanced Drip, Newsletter, Events + AI Content | |||
Analytics | |||
Basic Reporting Enrollment, Pipeline, Demographics | |||
Advanced Reporting Custom Reports & Advanced Insights | |||
Finance | |||
Commissions Tracking & Reconciliation | |||
Administration | |||
Agency Site Administration & Reporting | |||
Agent Account Settings Profile & Account Configuration | |||
Support | |||
Standard Support Email & Documentation | |||
Premium Support Customer Success, Priority Response | |||
AI-Powered Intelligence
Instant plan analysis and scoring - Personalized recommendations
- Real-time market insights
Streamlined Workflow
- Automated follow-ups
- Integrated CRM system
- Digital enrollment process
Complete Compliance
- Automated documentation
- Secure data handling
- Regulatory updates
MedicareCopilot is something I've been looking for a long time now. You have saved me time and screen space by having all the tools like CRM, digital PtC, SoA, Needs Assessment, quote & compare, and the AI feature all in one spot. Thank you MedicareCopilot!
As an independent Medicare agency for many years, I was frustrated at having multiple platforms and tabs open just to do my job.
Tri Ma
Medicare Sales and Marketing Agent
See what MedicareCopilot can do for your Medicare business
Don't let another day go by struggling with outdated tools and inefficient processes. Transform your Medicare business with MedicareCopilot - the intelligent solution for modern Medicare professionals.
Schedule a demo
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