Grow Your Book. Your Way.
Agents Choose the Platform that Works Best for Them.
- Agents are 2x more productive – quote and enroll all Medicare plan types
- 90+ carriers – work with any upline
- Personalized URLs and Super PURLs tie every quote and enrollment to agents
- Capture Complete Member Profiles Quickly – collect drugs, pharmacies, providers and more, in minutes
- Scale Outreach Effortlessly – send unlimited RetireFlo surveys in bulk; RetireFlo bundled in price
- Everything you need, fully integrated – integrate with your preferred CRM – AgencyBloc or Medicare PRO I CRM
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
A New Alternative to PlanCompare Edge for Agents, powered by AI, to help
you sell smart, move fast and grow your book your way.
ConnectureDRX and HealthcareGPS® Launch MedicareCopilot™
- 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
