FOR MEDICARE AGENTS

Sell more Medicare plans with less paperwork

Stop juggling five separate tools. Everything you need — CRM, quoting, proposals, dialer, and AI intelligence — in one platform built specifically for Medicare agents.

Try Free for 30 Days →Explore Features

Used by Medicare agencies across Arizona and beyond. No credit card required.

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Sound Familiar?

If you're a Medicare agent, you've probably dealt with all of these.

Juggling 5 separate tools just to manage your book
Missing IEP windows because nothing reminds you
Sending generic proposals that all look the same
No idea who your hottest leads are right now
AEP season chaos — sticky notes and spreadsheets
Paying $500+/month for tools that don't talk to each other

There's a Better Way

For every pain point, we built a solution.

Juggling 5 separate tools
Everything in one place — CRM + quoting + proposals + dialer + compliance.
Missing IEP windows
IEP Pipeline that runs itself — automated reminders 3 months before every birthday.
Sending generic proposals
Proposals clients actually read — branded, personalized, with real-time view tracking.
No idea who to call
AI tells you who to call today — lead scoring ranks your hottest opportunities.
AEP season chaos
AEP season automated — campaign builder, priority scoring, deadline tracking.
Paying $500+/month
Starting at $49/month or $129/month for everything. Save thousands annually.

Everything You Need, Nothing You Don't

Explore the features built specifically for Medicare professionals.

AI-Powered Plan Recommendations

Enter client's doctors, medications, and preferences
Get clinical-grade plan type recommendations in seconds
AI generates talking points for each recommendation
Covers MA, Med Supp, PDP, ACA, and ancillary products

Built for Every Type of Agent

Whether you run an agency or fly solo, we've got you covered.

AGENCY OWNERS

Scale Your Medicare Agency

Multi-agent management dashboard
Team leaderboards and production tracking
White-label branding with your agency logo
Shared client database with permissions
Agency-wide AEP campaign management
Bulk agent onboarding and training tools
INDEPENDENT AGENTS

Punch Above Your Weight

Everything you need in one login
No IT team required — set up in 5 minutes
AI does the heavy lifting on plan matching
Professional proposals that rival big agencies
Affordable pricing built for solo producers
Grow at your own pace with scalable tools

Why Agents Switch to Platform

5 hrs
Saved per week on admin tasks
3x
More proposals sent during AEP
40%
Higher client engagement rate
0
Compliance violations with auto-SOA

Simple, Affordable Pricing

No hidden fees. No per-seat charges. Start free for 30 days.

Essentials
$49/month

Everything a solo agent needs to manage clients, send proposals, and stay compliant.

CRM & client management
Plan quoting engine
Branded proposals
SOA & compliance tools
Email support
Start Free Trial
MOST POPULAR
Pro
$129/month

AI recommendations, built-in dialer, gamification, and everything in Essentials.

Everything in Essentials
AI plan recommendations
Built-in browser dialer
IEP & AEP pipelines
Gamification & leaderboards
Priority support
Start Free Trial

Up and Running in 3 Steps

1

Sign Up Free

Create your account in under 2 minutes. No credit card, no contracts.

2

Import Clients

Upload your existing book via CSV or add clients one-by-one.

3

Start Selling

Send your first AI-powered proposal and watch engagement in real time.

All Medicare Products Supported

Quote and compare across every major product line.

Medicare Advantage
Medicare Supplement
Part D (PDP)
ACA / Marketplace
Dental & Vision
Hospital Indemnity
Cancer / Critical Illness
Final Expense

Compliance Is Not Optional

We take CMS and HIPAA compliance seriously so you can focus on selling.

🔒
HIPAA Compliant
📋
SOA Auto-Generated
PTC Consent Logging
🛡️
TPMO Disclaimers
📅
10-Year Retention
🔐
AES-256 Encryption

Why Switch to IBC Platform?

Right now you're probably paying for 5+ tools that don't talk to each other.

MedicarePRO for your CRM
Built-in CRM with AI lead scoring
SunFire for quoting
Live QuotIt data — 10 product lines, all carriers
RingCentral for calls
Built-in dialer + call recording + SMS
DocuSign for SOA
Built-in SOA e-signature (CMS-compliant)
Excel for commissions
Commission tracking with projections
Nothing for annual reviews
Automated annual review detection system
Gut feeling for plan selection
AI that knows their actual doctors and meds

One platform. $129/month. Replace $400+/month of tools.

Works With Your Tools

Connect IBC Platform with the tools you already use. One-click data sync, no duplicate entry.

📊
QuotIt
● Live
📅
Outlook Calendar
● Live
💳
Stripe
● Live
🏥
MedicarePRO CRM
○ Coming Soon
View all integrations

Simple Pricing

Starting at $49/month

30-day free trial. No credit card required.

See full pricing →

Ready to Modernize Your Medicare Business?

Join agents across Arizona and beyond who are saving hours every week, closing more deals, and staying compliant — all from one platform.

Start Your Free 30-Day Trial →

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