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AgentIQ saves time, boosts enrollments and improves service, all in one tool.

AgentIQ

The all-in-one Medicare plan research and comparison platform that saves agents hours, increases enrollments, and enables better client service - improving outcomes for everyone.
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Your AI Superpower

AgentIQ isn't just another Medicare tool

It's a centralized intelligence platform designed for Medicare agents who refuse to compromise on accuracy, efficiency, or client service.

By combining real-time data, AI expertise, and automated insights, AgentIQ transforms time-consuming research into confident, data-driven recommendations that improve client outcomes and grow your practice.
Four-circle Venn diagram illustrating AgentIQ's value at the intersection of real-time data, AI expertise, automated insights, and workflow optimization. Central yellow circle labeled 'AgentIQ'.

Everything you need for a smooth AEP

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Save Time

Fast and efficient plan research and comparison - all in one place.

Increase Enrollment

Accurate, real-time plan details and recommendations.

Improve Service

Better, faster plan matching for a more seamless experience.

Get Instant Answers

Fast and accurate responses to the most complex questions.

Compare Details

Clear, reliable information on coverage, costs, benefits, and more.

Streamline AEP

Detailed YOY plan change analysis to highlight retention opportunities.
Plan Finder

Intelligent Plan Finder

Real-time data ensures you're always working with current information.
Advanced filtering by region, benefits, premiums, and coverage details.
Detailed plan information, including coverage, benefits, exclusions, and restrictions.
Top 3 relevant documents for each plan.
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AI-Powered Answers

Specifically trained to provide accurate, contextual Medicare answers.
Instant compliance information and guidance, without lengthy research.
Complex responses and resolution in seconds, not minutes or hours.
Context-aware assistance that understands your unique client needs.
plan Analysis

Automated Plan Analysis

Comprehensive analysis of an entire book of business, with one upload.
Year-over-year plan changes identified to highlight risk areas.
Churn triggers that alert agents for proactive issue resolution.
Regional and benefit-based filtering for targeted client outreach.
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Don't Just Take It From Us

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"Their Plan Analysis tool is a huge help in comparing plan changes year-over-year. It helps me stay ahead of the curve and be better prepared for AEP."

Medicare Agent

Washington

"Plan Finder allows me to compare plans quickly and confidently match them to my clients' needs. This feature alone helps me enroll more clients and get them the best possible coverage."

Licensed Medicare Insurance Agent

Illinois

"The Co-Pilot feature has been a game-changer for me. It makes finding the right plans for clients so much easier, saves me a lot of time, and I recommend much better options."

Medicare Agent

Idaho

Get started in under 5 minutes

Sign up now to save hours, boost enrollments and provide better client service.