PolicyKeeper combines CRM, ERP, compliance, commissions, and AI into a single connected system — purpose-built for independent Medicare agencies of every size.
From contracting and credentialing to production tracking and compliance documentation — PolicyKeeper gives agency principals full visibility and control over their downline without the spreadsheets.
PolicyKeeper's CRM is purpose-built for Medicare brokers — not adapted from a generic sales tool. Lead capture, client management, plan tracking, SOA workflows, and retention campaigns work together in one system designed around how brokers actually work.
Stop managing your operational backbone across disconnected tools. PolicyKeeper brings call center, customer service ticketing, document processing, and workflow automation into one shared system that keeps your teams aligned.
Commission reconciliation is one of the most time-consuming and error-prone tasks in Medicare agency operations. PolicyKeeper's ERP-grade financial module automates the process, flags discrepancies, and gives you a clear picture of what you've earned, what's been paid, and what's still owed.
PolicyKeeper's dedicated mobile app puts the full platform in the field — so brokers can manage clients, check plans, and log interactions on the go. The built-in AI assistant surfaces insights, alerts, and guidance in real time, right where work happens.
Most agencies run on a patchwork of tools — a CRM here, a spreadsheet there, a carrier portal for commissions. PolicyKeeper replaces that stack with one connected system, so data flows where it needs to go and nothing gets lost between departments.
Book a DemoEvery module shares a single source of truth — client records, agent data, and financial information update in real time across the entire platform.
SOA workflows, RTS status tracking, CMS compliance, AEP timing — it's all here because we built PolicyKeeper for Medicare specifically, not adapted it from a generic tool.
When CMS changes the rules or carriers update their systems, PolicyKeeper updates with them — so your team never gets caught using outdated workflows at the worst possible time.
Book a personalized demo and we'll show you the modules most relevant to your agency — no generic walkthroughs, no wasted time.