Fuel your Medicare Sales with ONE Powerful Agent Bundle
PlanCompare Edge for Agents
- Shop, quote, enroll and retain on one platform
- All Medicare plan types, including ancillary and value-based care
- Use with any upline you’re contracted with
- Personalized URL Shopping Link ties quotes and enrollments back to you
- Access the largest carrier inventory – Coming this AEP 2026! HUMANA
RetireFlo Medicare Survey
- Quickly capture member data to personalize plan recommendations
- Collect drug, pharmacy, doctor, hospital data and Scope of Appointment
- Super PURL – ONE LINK to create/update contacts in PlanCompare Edge
for Agents - BULK SEND surveys in one click for efficient outreach
- Send unlimited surveys to clients
ONE Subscription. Two Integrated Platforms.
- Incredible value with everything you need to grow
- Compliant and secure data handling, 360Learning training and support
“PlanCompare Edge for Agents—designed to be FMO-agnostic—gave me confidence that I would retain ownership of my data, regardless of industry shifts among FMOs or any changes I needed to make. Additionally, the platform’s scalability ensured it could grow with me as my needs evolved.”
James Teague, Owner
CRM Integrations in One Place
Coming Soon!
If you are an AGENCY with MULTIPLE AGENTS,
PlanCompare Edge (for Agencies) may be the right fit for you.
PlanCompare Edge includes:
Separate Site
ADMIN Functionality
PlanCompare Edge for Agents Platform Highlights:
Send RetireFlo Survey, Run Quote, Enroll. In 3 clicks you can get all the information you need to get your client in their best fit plan from the start.
Making your life easier one enrollment at a time. Select voice signature. Read script. Collect voice signature.
Provider Search
Search via maps for general practices, specialists and Value-Based Care Providers.
Multi-Year Plan View & Shopping Link
Easily toggle between most recent plan year and next plan year on one site.
Send your personalized shopping link (Personalized URL) to every customer to get them started on shopping. You’ll get credit for any enrollments, and your shopping link will NOT change from one year to the next. (So, no need to update marketing materials).
Digital, Retail and Mail-Order Pharmacies. Choose multiple pharmacies and easily toggle among them to compare pricing. Search for a digital pharmacy no matter where you are located. (We use NABP-recognized digital pharmacies.)
Health Cost Personalization – see in-network plan costs based on UTILIZATION of benefits (not found on other platforms).
Quick Quote – save time as beneficiaries can update their Preferences (health, prescriptions, pharmacies, providers, low-income subsidy and more) when they receive an agent quote.
Total Cost Estimates is a favorite among agents. See cost estimates broken down in detail—by health, drug, drug phase, pharmacy, effective date, month and much more (not found on competitor platforms).
Search on therapeutic drug alternatives during shopping via our extensive database. Go beyond generics and find brand-to-brand alternatives and savings in real time (not found on other platforms which may just link to a PDF with alternatives).
Plus, See if drug not covered has covered alternatives (by medical condition) when you search for Alternatives for Off-formulary drugs.
Agent Dashboard – includes Notes & Tasks with relevant beneficiary profile information. Includes reports, training materials, enrollments, personalized quotes, Scope of Appointments.
