Work Smarter, Stay Compliant, and Focus on What Matters Most

Streamline your processes, save time, and reduce operational burdens with tools designed to help Medicare agents run their business more efficiently.

Simplify Your Workflow and Eliminate Compliance Headaches

As a Medicare agent, your time is valuable. Managing administrative tasks, ensuring compliance with CMS regulations, and staying organized can be overwhelming. With the right tools, you can:

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Save
Time

Automate repetitive tasks like scheduling, client follow-ups, and compliance documentation.

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Stay
Compliant

Navigate CMS regulations with ease using built-in tools like automated SOAs and call tracking.

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Focus on Clients

Spend less time on paperwork and more time connecting with clients and growing your business.

Simplifying your workflow and streamlining compliance ensures you can operate more efficiently and confidently, giving you the freedom to focus on what matters most.

Efficient Tools Built for Medicare Agents

Take control of your operations with these powerful tools

Scope of Appointment (SOA) and Compliance Solutions

Stay on top of CMS regulations with built-in tools that make compliance easy

Benefits:

  • Automate SOA forms with e-signature capabilities
  • Ensure compliance with CMS’s same-day booking restrictions using an integrated calendar
  • Securely store documentation to simplify audits and keep records organized
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Appointment Booking System

Streamline your scheduling process to reduce no-shows and missed opportunities.

Benefits:

  • Allow clients to book appointments online, saving time on back-and-forth communications
  • Send automated reminders to clients to reduce missed meetings
  • Integrate scheduling directly with compliance workflows for a seamless experience

Intake Hub

Collect and organize all client and prospect data in one place while staying compliant.

Benefits:

  • Send a single link to gather SOAs, Permissions to Contact, prescriptions, and provider preferences
  • Ensure compliance with tools like the 48-hour SOA rule
  • Prepare for meetings with detailed summaries of client information
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AI-Powered Social Posting

Automate your initial client interactions and qualify leads faster.

Benefits:

  • Provide instant responses to client inquiries, saving time on repetitive questions
  • Automatically qualify leads and direct them to schedule appointments
  • Reduce agent workload by handling FAQs and initial screening

Tracking Phone Number with Recorded Calls for CMS Compliance

Keep a record of every client conversation to protect your business and ensure compliance.

Benefits:

  • Track all client communications with recorded calls for CMS compliance
  • Securely store call logs for future audits or reference
  • Increase client trust with transparent, documented communication
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Client Journey Map

Keep track of your clients’ progress and ensure timely follow-ups.

Benefits:

  • Visually organize your sales pipeline and client interactions
  • Centralize all communications and client data in one place
  • Ensure no lead or client falls through the cracks with automated reminders

See How These Tools
Are Transforming Agent Workflows

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Kevin Dorr

Mapping Medicare

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A guy recently called me after Googling 'Medicare broker near me,' and my website popped up first! He and his wife are meeting with me this week, and without any prompting, he told me he liked my website and found it easy to read and understand. I’ve also had other prospects mention they really like the updates I’ve made to the site. I love having a link I can send to clients, making it easier for them to leave a review. Thank you, Keywave Digital!

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Delma Badillo

Midwest Medicare Solutions

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Appreciate all the support and huge kudos to your support team! The turnaround time was impressive.

Streamline Your Business and Stay Compliant Today

With tools designed to reduce your workload, ensure compliance, and save you time, Medicare OS makes it easy for agents to focus on what matters most: building relationships and growing their business.