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Purpose-built for Medicare

Independent Medicare agencies run on PolicyKeeper.

The all-in-one CRM and ERP built for agency principals and their brokers — carrier-agnostic, compliance-ready, and designed to scale without conflicts or compromise.

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Enrollments Managed
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Active Brokers
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Avg. Client Retention
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Hours Saved in 2025
Who it's for

Built for every level of your agency.

Whether you run the agency or work the field, PolicyKeeper gives you the tools and visibility to do your best work.

Agency principal reviewing team performance data
Agency Principals

Visibility into everything. Control over what matters.

From agent onboarding and licensing to production tracking and commission reconciliation — PolicyKeeper gives principals a complete view of agency operations, without the guesswork.

  • Agency management & downline tracking
  • Commission reconciliation & payment visibility
  • Real-time performance reporting & analytics
  • Agent credentialing, RTS status & compliance
See Agency Tools
Field broker serving Medicare clients
Field Brokers

Run your book of business from one place.

PolicyKeeper puts everything a broker needs at their fingertips — lead capture, client management, retention campaigns, and AI-powered tools that defend your book from churn.

  • Medicare CRM & lead management
  • Automated year-round client retention campaigns
  • AI-assisted churn defense & plan disruption alerts
  • SOA tracking, compliant enrollment, mobile access
See Broker Tools
The platform

One platform. Everything it takes to run a Medicare agency.

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Agent Tools

Everything you need to manage, grow, and support your broker network — from first contract to continued production.

  • Agent profiles, licensing & RTS tracking
  • Onboarding workflows & task assignment
  • Performance dashboards & downline visibility
  • Compliance documentation & audit trails
  • Recruiting pipeline management
Operations

Unify call center, customer service, and processing into a single operational backbone that keeps your agency running at scale.

  • Call center with centralized communications
  • Customer service ticket tracking & resolution
  • Document automation & processing workflows
  • AI chat assistant for agents & staff
  • Real-time operational analytics
Financials

Know exactly what your agency has earned, what's been paid, and what's still outstanding — with reconciliation that actually catches gaps.

  • Commission reconciliation & override tracking
  • Automated payment flagging for recovery
  • Broker payout statements & history
  • Carrier production reporting
  • Compliance-ready financial exports
Customer stories

Agencies that run on PolicyKeeper, grow on PolicyKeeper.

"PolicyKeeper transformed how we manage our downline. Commission reconciliation alone used to take us three days a month — now it's done automatically, and we catch gaps we never would have found before."

+35%
Production growth
2.5×
Downline growth
M
Maria G.
Agency Principal · Dallas, TX

"As a broker, I used to juggle three different systems. With PolicyKeeper, everything is in one place — my clients, their plans, renewal reminders — and my retention numbers have never been better."

88%
Client retention
−8 hrs
Saved per week
J
James T.
Independent Broker · Phoenix, AZ

"The carrier-agnostic approach was a game changer. We're not locked into anyone's agenda. PolicyKeeper is the platform that actually works in our interest — and our agents can tell the difference."

+40%
Agent growth
91%
Agent satisfaction
S
Sandra R.
Agency Owner · Miami, FL
Why PolicyKeeper

Built for you.
Not your carrier.

Unlike platforms bundled with an NMA or upline, PolicyKeeper has no carrier relationships, no commission conflicts, and no hidden agenda. We're pure software — which means we're always working for your agency, not around it.

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Carrier-Agnostic
No upline. No strings.

Work with any carrier, at any level. PolicyKeeper doesn't recruit for anyone and doesn't take a cut of your production.

Deeper Financial Ops
Know every dollar.

Our ERP-grade commission tracking automatically reconciles production, flags unpaid amounts, and gives you a full financial picture.

Built to Scale
Grows with your agency.

From solo broker to 500-agent operation, PolicyKeeper adapts to your structure — not the other way around.

FAQ

Your questions, answered.

Everything you need to know before your first demo.

No. PolicyKeeper is 100% carrier-agnostic. We have no upline relationships, no carrier contracts, and no financial interest in where you place your business. We are pure software — which means we're always working for your agency, not around it.
The platform covers agent management, processing, call center, customer service, recruiting, commissions, and reporting — all in one connected system with a shared data layer, so nothing falls through the cracks between teams.
Yes. A dedicated mobile app for iOS and Android gives brokers and managers secure, full-featured access from any device, anywhere. It's the same data, the same platform — optimized for the field.
The AI assistant provides real-time guidance, surfaces client retention risks, flags commission discrepancies, and automates routine follow-up actions — so your agents spend time on growth, not admin. It learns from your agency's patterns over time.
Absolutely. PolicyKeeper is designed to adapt to your existing structure and processes — not force you to change how you operate. Our onboarding team works with each agency to configure the platform to fit before you go live.
Every agency gets dedicated onboarding, role-based training, and ongoing technical support. Our team is available for troubleshooting, guidance, and platform updates — not just during setup, but for the life of your account.
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Technical Support

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Client Relations

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