Update clients from a CSV
Upload an updated client list to refresh the details saved for clients already on your list, and to add the ones that are new. Rows are matched by Medicare number, email, phone, or name and date of birth, so nobody is duplicated.
Any of these columns are picked up: name, email, phone, zip_code, dob, gender, medicare_number, part_a_start, part_b_start, address, city, state, doctors, prescriptions
Leads
Every lead in one master list — search by name or date, filter by status or the agent they're assigned to, sort a column, or export to download a CSV.
No leads yet.
Agents
Performance at a glance, and invite a new agent to the platform.
Agent Performance Report
Total leads per agent, broken down by pipeline status. Sorted by lead volume.
No agent profiles yet.
Invite agents
Invite a single agent or upload a CSV to invite many at once. Agents receive a personalized link to register and set up their co-branded profile.
Leave blank to use the default message. Messages are addressed to each recipient's first name automatically — or use {{first_name}} to place it yourself. The invite link is added automatically.
Formulary data
Pull the carriers' real 2027 drug tiers so pricing and matching use exact formulary data.
Carrier formulary tiers
Reads each carrier's published 2027 drug list and stores the real tiers for the drugs this app prices. A carrier that hasn't been fetched keeps the curated tiers. Paste the link to a carrier's drug list PDF and fetch it — the file has to be reachable without signing in.
Add or invite clients
Create a client record yourself, or send intake invites by email or text.
Invite leads
Upload a CSV of prospects (first_name, last_name, email, phone, zip_code, date_of_birth). Save them to your client list, and/or send each one a link to start their free Medicare plan comparison.
Upload a CSV with columns: first_name, last_name, email, phone, zip_code, date_of_birth