The Medicare Retention Platform Led by AI Plan Analysis
Know every client's plan changes before they do, protect renewals with year-round intelligence, and act before clients look elsewhere. Onboarding, compliance, and beneficiary management support the retention work in the same AI platform.
Your Always-On Retention Engine
LivmorIQ Plan Analysis continuously reviews every beneficiary's coverage against their real-world needs (their medications, their doctors, their benefits) and flags anything an agent should act on. Your team knows who to contact, why it matters, and how to protect the relationship before renewal.
Watch Plan Analysis in action
A walkthrough of the Analysis Queue, coverage findings, and agent talking points, so you can see exactly how it protects your book.
The Analysis Queue, ranked by what matters
Every finding gets a clear severity, each with its own icon and label, so you always know what to work first.
Drug not covered or plan ending. Act now.
The plan may not fit, like a possible network issue.
A better or cheaper plan may be out there, with estimated annual savings in dollars.
Worth a closer look.
How it works
It checks automatically
Runs on a schedule across your whole book, or on demand for a single client. You never have to remember to review anyone.
It compares plan vs. person
For each client it checks drugs covered, doctors in network, plans ending, and missing benefits.
It ranks what it finds
Every result lands in the queue with a clear severity, so you always know what to work first.
You work the queue
Open a flagged client to see the findings and the recommendation, then reach out with a concrete reason to talk.
Protect your book. Strengthen client trust. Walk into AEP ready to win.
Get Licensed, Contracted, and Selling Faster
Streamline Medicare agent onboarding and licensing across all carriers with AI-powered automation that guides you through every requirement, deadline, and connection so you can start selling faster.
From first-time licensing to multi-state operations, our intelligent system tracks everything that matters: non-resident licenses, AHIP certifications, CE credits, and state mandates all in one dashboard that thinks ahead for you.
One Workspace From First Conversation to Enrollment
Your all-in-one centralized hub for guiding clients from first conversation to enrollment-ready status. Track every beneficiary through a clear status pipeline, capture Scope of Appointment agreements in seconds (by signature, verbal, or a magic link the client completes on their own), log appointment activities, compare plan options, and connect with carriers all in one place, so nothing falls through the cracks and all client data stays compliant.
Clear Status Pipeline
Track every beneficiary through every stage of the process. Always know exactly where each client stands.
Scope of Appointment, Done in Seconds
Capture SOA agreements your way: by signature, verbal confirmation, or a magic link your client completes entirely on their own.
Activity Logging
Log every appointment and client interaction in one place. Stay organized, stay protected, and stay audit-ready.
Plan Comparison
Compare plan options side by side without jumping between systems. Give clients the clarity they need to make confident decisions.
Ask Erin Co-Pilot
Get instant answers right inside the platform. Ask Erin delivers real-time guidance so agents spend less time searching and more time serving clients.
Carrier Connectivity
Connect directly with carriers right from the platform. No extra steps, no extra tabs.
How it works
Nothing lives in spreadsheets or sticky notes. Every client, every step, all in one place.
Start with a clear pipeline
Every beneficiary sits in a status pipeline, so at a glance you can see exactly who's at “just met,” who's mid-appointment, and who's ready to enroll. No one gets forgotten.
Capture the Scope of Appointment in seconds
Before you can legally discuss plans, Medicare requires an SOA. The workspace gives you three compliant ways to get it: the client signs on your screen, you record verbal consent, or you send a personalized link so the client completes a simple, friendly form on their own phone or computer, no login required. The moment it's signed or captured, the SOA is complete and time-stamped.
Run the appointment with everything at hand
Log appointment activities as you go, so your compliance trail builds itself while you focus on the conversation.
Pick the right plan together
Move into plan selection with the client's needs in front of you, then kick off the carrier connection workflow to complete the enrollment, all without leaving the workspace.
The benefit: faster appointments, a compliance record that writes itself, and a clear view of every client's journey so nothing falls through the cracks.
Plan Finder: The Most Advanced Plan Search + Ask Erin AI Copilot
Compare every Medicare plan with live data on doctors, drugs, and costs, with Ask Erin, your AI copilot, ready to answer the hard questions in plain language. It's the most advanced plan search available, built right into your workspace.
Security & HIPAA Compliance
Enterprise-Grade Protection for Healthcare Data
We built Livmor to help you worry less, and that starts with knowing your information is protected. Our platform operates within a HITRUST R2 certified environment, the gold standard for healthcare information security.
This independent certification means we've passed the same rigorous security requirements trusted by major health systems and insurers nationwide.
Your Data is Safe With Us
Our platform operates within a HITRUST R2 certified environment, the gold standard for healthcare information security. This independent certification means we've passed the same rigorous security requirements trusted by major health systems and insurers nationwide.
Healthcare-Grade Encryption
Every piece of sensitive health information is protected using AES-256 encryption, the same standard used by government institutions and healthcare organizations. Your beneficiaries' personal details are encrypted before they're ever stored, and each agency receives its own unique security key. Your data stays completely separate from everyone else's.
Complete Privacy Between Agencies
Think of your agency's data like having your own private vault. No other agency can see your beneficiaries, your commissions, or any of your business information. Your data is completely walled off.
Only the Right People See the Right Information
Our role-based access controls verify who you are, confirm which agency you belong to, and ensure you only access data you're authorized to see. If something doesn't check out, access is automatically denied. No exceptions.
Complete Audit Trails
We maintain detailed, unchangeable records of who accessed what and when. This documentation is essential for HIPAA compliance, and it keeps every action fully traceable.
Stay Audit-Ready, Always
When CMS or a carrier comes knocking, you'll be ready. Our platform continuously monitors for compliance gaps and security issues, so you're never caught off guard. Less worry about audits, more time selling.