PolicyKeeper was founded by operators who experienced firsthand the gaps left by generic CRMs and carrier-bundled platforms. We set out to build the platform we always wished existed.
The independent Medicare agency market is one of the most important distribution channels in healthcare — and for too long, the platforms serving it have come with strings attached. Carrier-affiliated tools, NMA-linked software, generic CRMs not built for Medicare compliance.
PolicyKeeper changes that. We're 100% independent, 100% focused on Medicare agencies, and 100% working in the interest of your agency — not a carrier's growth agenda.
Every feature, every pricing decision, every roadmap item is evaluated through one lens: does this help independent agencies win? We answer to agencies, not carriers.
No hidden fees, no carrier kickbacks, no conflicted incentives. You know exactly what you're paying for, and we know exactly who we're serving. That clarity is the foundation of trust.
Medicare is a regulated industry. PolicyKeeper is designed from the ground up to support CMS compliance requirements — so your agency operates with confidence, not anxiety.
The Medicare landscape evolves every year. Our platform evolves with it — with regulatory updates, new features, and innovations driven directly by the agencies we serve.
We're not a faceless SaaS company. Our team includes former Medicare agents and agency operators who built PolicyKeeper because they lived the problem themselves.
AEP doesn't wait. Neither should your software. PolicyKeeper is built for the pace of Medicare — fast, reliable, and never down when it matters most.
Most platforms in the Medicare space come bundled with an NMA or upline relationship — which means the software vendor has a financial stake in where you place your business. PolicyKeeper is different. We make money when you pay your subscription, period.
Book a DemoYour subscription. That's it. No carrier overrides, no referral fees, no production incentives that might bias the advice or features we build.
PolicyKeeper was built by former agency operators who know what AEP crunch feels like — which is why the platform is designed around real workflows, not theoretical ones.
Your client data is yours. Export it anytime, in standard formats. We don't create lock-in by holding your data hostage — we earn your loyalty by being the best platform.
Book a 30-minute demo and see how agencies like yours are running more efficiently, retaining more clients, and growing faster with PolicyKeeper.