Grow Your Book.
Your Way.
Turn Insights Into Enrollments.
New this AEP!
Includes visibility into 5 areas of market disruption through Active Analytics
Every agent works differently, and the right technology should too.
At ConnectureDRX, we believe agents deserve options when it comes to serving
Medicare clients.
NEW for AEP 2027: Active Analytics, included with PlanCompare Edge for Agents
See which clients may be affected by five key Medicare market disruptions (plan terminations, formulary changes, and increases to premiums, deductibles and MOOP).
Earlier visibility means you can prioritize outreach and uncover new enrollment opportunities. These Active Analytics insights come at no additional cost.
ConnectureDRX offers two solutions for Medicare enrollment, PlanCompare Edge for Agents with optional AgencyBloc or Medicare PRO I CRM integrations OR if you are looking for a CRM already built in and AI smart plan matching, look to MedicareCoPilot (powered by ConnectureDRX). See details below on both options for growing your book your way.
OR, are you looking for an all-in-one AI-driven platform with smart plan matching and built-in CRM, MedicareCopilot™ could be the right option for you. It’s ALWAYS your choice in how you want to grow your book.
Option 1:
Agents Are 2x More Productive with PlanCompare Edge for Agents
- Active Analytics included AEP 2027 (no additional cost)
Visibility into 5 key areas of market disruption including plan discontinuations, drug formulary changes and cost increases - RetireFlo Survey bundle — send Medicare surveys in bulk and capture member data quickly: drugs, pharmacies, providers, and more (no additional cost)
- CRM integration options — AgencyBloc and
Medicare PRO I CRM - 90+ carriers nationwide — work with ANY upline
- Personalized URLs and Super PURLs tie every quote and enrollment directly back to the agent
If you are a current PlanCompare Edge for Agents customer in need of assistance,
please email PCEASupport@connecture.atlassian.net
CRM Integration options
with PlanCompare Edge for Agents
Option 2:
MedicareCopilot: An AI-driven Alternative to Sell Smart and Grow Your Book Your Way.
- AI works like you do – capture drugs, providers and client data instantly via voice, photo or text
- Conversations to enrollments – calls, transcripts and assessments auto-fill your CRM prompting next steps
- Smarter plan matching – Best fit plan matches driven by AI recommendations
- Automate growth with AI-driven outreach for year-round engagement and renewals
- 3-tiered pricing based on your needs
Testimonials
“I’ve been using ConnectureDRX for several years. Most recently PlanCompare Edge for Agents. I’ve used other platforms, but none compared to the speed, accuracy, and simplicity of ConnectureDRX. Plus, response times to questions have been excellent. With AgencyBloc and RetireFlo integrated, we’ve reduced manual work and made our processes more efficient. I would recommend PlanCompare Edge for Agents all day long.”
“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.”
“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 Al, MedicareCopilot streamlines the process, saving agents time and enabling them to quickly identify the ideal plan for their beneficiaries.”
“In addition to the great features MedicareCopilot has for quoting, there needs to be something said for the great development team creating the system.
They have asked us for feedback on many items through development and when we ask for “wish list” features, the development team often delivers a solution within a few days.”
If you are an AGENCY with MULTIPLE AGENTS,
PlanCompare Edge (for Agencies) may be the right fit for you.
PlanCompare Edge is the right fit for agencies with multiple agents/brokers that need:
Separate Site
ADMIN Functionality
Partner Integrations
