Additional Modules Supporting
MedicareCopilot
Direct-to-Consumer Website
Extend Your Reach with a 24/7 Digital Storefront
Transform your online presence with a consumer-friendly AI-powered Medicare shopping experience that works for you around the clock and is fully integrated with your MedicareCopilot platform. Our direct-to-consumer website solution turns your digital presence into a powerful lead generation and enrollment tool.
Your branded website includes:
Sophisticated plan comparison tools AI-powered educational resources Integrated lead capture and routing Professional content management system Mobile-optimized design Comprehensive healthcare literacy resources Custom branding and design SEO optimization Performance analytics 
Every feature is designed to educate prospects, capture leads, and start the enrollment process - even while you sleep. By the time prospects reach out to you, they're educated and ready to enroll, making your sales process more efficient and effective.
When a consumer creates an account, they will automatically appear on your prospect list. Further, everything they have entered into the system will be visible in your MedicareCopilot login. If they happen to enroll online, you receive the full commission, if they contact you to set up an appointment, you’ll already know everything they’ve asked the AI chat, and be able to see every piece of information they completed on their own – making your job faster and easier.
Integrated Communication Suite
Enterprise-Grade Communication Tools at Your Fingertips
Elevate your communications with our multi-channel integrated communications offering. This powerful add-on transforms how you connect with clients while ensuring regulatory compliance and documentation.
The complete communication suite includes:
Professional video conferencing with screen sharingAutomatic call recording and transcriptionTranscript mapping to CRM data fieldsCompliance monitoring and feedback of transcriptUnified messaging (voice, video, email, text)Face-to-face meeting recordingSecure 10-year communication archiveAI-powered interaction analysis and tipsPerformance analyticsMobile access
Trusted by leading Medicare Brokers and Agents
See how MedicareCopilot is helping brokers across the country grow their business and
serve their clients better.
serve their clients better.
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.
