We're making platform improvements every week, driven by feedback we get from agents like you. See below for a log of updates.

You can also:

Apr 18, 2025

Skip the data entry on your client calls. Our new Intake Form lets your Medicare clients where they can update their own details, drugs, pharmacies, and providers – automatically syncing their updates to your account.

See an in-depth overview here

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Apr 14, 2025

We now have enrollment enabled for BCBS North Carolina. Be sure to add them to your Carriers page if you're appointed. Happy enrolling!
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Apr 8, 2025

We now have enrollment enabled for Essence Healthcare (IL, IN, KY, MO, OH). Be sure to add them to your Carriers page if you're appointed. Happy enrolling!

Mar 31, 2025

You can now quote nearly every Medicare carrier – over 90 carriers representing 98% market share.

Notable additions: Wellcare, Clover, Alignment, Kaiser, and several new Blues including Florida Blue.

*Only a handful of plans aren't included (some small regional carriers and I-SNP plans) – and combined, they represent just 2% of the market.

Mar 19, 2025

Plan cards now have key plan highlights listed so that you can easily identify which have dental, vision, hearing, fitness, telehealth, or transportation benefits.

Mar 17, 2025

You can now add a mailing address and an authorized representative to a Contact's details.

Mar 11, 2025

You can now quote & enroll Med Supp plans. Quote across 28 carriers and enroll with 10, with more to come soon - see our carrier list.

Mar 3, 2025

You can now remove a plan from the compare page, to help narrow down your options. We're also listing the most important Plan Documents first in the list. And for any extra long content, we'll hide it behind a "show more" link.

Feb 28, 2025

We now have enrollment enabled for Highmark (DE, PA, NY, WV). For now, enrollment is only enabled for their D-SNP and Med Supp products. Be sure to add them to your Carriers page if you're appointed. Happy enrolling!

Feb 26, 2025

To streamline adding to a drug list, we've added a "Save & add another" button here:

Feb 24, 2025

To streamline plan comparison, shopping filters are tailored to the product type you're viewing. For example – drug filters are omitted when viewing MA, and provider filters are omitted when viewing Part D.
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Feb 21, 2025

Download any completed SOAs as a PDF. This can be helpful if you'd like to store your own copy outside of our system.

Feb 14, 2025

Plan benefits are now displayed in categories for easier scanning and browsing:

Feb 5, 2025

We now have enrollment enabled for Zing Health (IL, IN, MI, MS, OH, TN). Be sure to add them to your Carriers page if you're appointed. Happy enrolling!

Feb 3, 2025

It's now even easier to find the right plan for a customer's Provider preferences.

If you add a Provider, and the location(s) you selected aren't in a particular plan's network, we'll show an alert highlighting any of the Provider's other locations that are in network.

Jan 29, 2025

To share a link to a Plan Compare or Plan Detail page, click the "Share" button at the top of the page. This will let you copy a link to that page.

This link directs to a version of the page with buttons and navigation removed – so that no other pages are accessible.

Jan 22, 2025

You can sort your leads by any column, or filter on any column. Enjoy!

Jan 20, 2025

You can now archive your clients and leads, then toggle to view anyone you've archived:

Jan 10, 2025

You can now export your clients and leads to a spreadsheet file. Learn more here.

Jan 6, 2025

We've reduced page load times when browsing and filtering plans by 90%!

Dec 30, 2024

We now have enrollment enabled for Priority Health (Michigan). Be sure to add them to your Carriers page if you're appointed. Happy enrolling!

Dec 26, 2024

You can now search for a provider by NPI – useful if there are multiple results for a certain provider or hospital, and you're looking for a specific one.

Dec 20, 2024

You can now import clients or leads to your account. Learn how here.

Dec 12, 2024

You can now view estimated monthly drug costs, from the effective month through December, including phase changes. This appears on Plan Details pages if drugs are added to your session.

Dec 10, 2024

Plans are now sorted by a "Recommended" order, which prioritizes the maximum drug and provider coverage first, then lowest total cost estimate. New quotes will default to using this sort, but you can always switch to a different sort option.

Dec 6, 2024

If you load a brand name drug that has a generic drug alternative, you'll see a toggle that lets you select the generic:

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Dec 5, 2024

We now have enrollment enabled for Blue Care Network – a subsidiary of BCBS Michigan. Be sure to add them to your Carriers page if you're appointed. Happy enrolling!

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Dec 3, 2024

Easily spot plans that have an over-the-counter benefit – just look for an OTC label on the plan card. Hover over it to see the full benefit description.

Dec 2, 2024

Tired of checking the same filters with each new shopping session? You can now choose from a list of filters to be set by default. Find these on your Settings page.

Nov 29, 2024

For carriers without integrated enrollment, we'll redirect you to their site to enroll. We'll also create a partial record in the CRM, which you can complete post-submission. This gives you a complete view of your Medicare book in a single source of truth. Learn more

Nov 22, 2024

Our new Scope of Appointment feature is live! Send, track, and store your SOAs with ease. Read all about how it works.

Nov 21, 2024

We now have enrollment enabled for Imperial Health Plan (CA). Be sure to add them to your Carriers page if you're appointed. Happy enrolling!

Nov 20, 2024

This AEP has seen a rise in non-commissionable plans, so we've added a label identifying them. And to hide non-commissionable plans, use the new "Commissionable" filter.

Nov 19, 2024

We now have enrollment enabled for Prominence Health Plan (NV, TX, FL). Be sure to add them to your Carriers page if you're appointed. Happy enrolling!

Nov 13, 2024

Click the "My appointed carriers" filter to show only carriers that you've added to your Carriers page.

Nov 12, 2024

You can now view and edit your client's drug, pharmacy, and provider preferences from their Contact Profile. And whether you're editing from their profile or from their shopping session, the changes will sync automatically.

Nov 11, 2024

Add private notes to any Contact Profile for seamless client management. Track every conversation, follow-up, or anything else you'd like – right where you need it.

Nov 6, 2024

We now have enrollment enabled for Network Health out of Wisconsin. Be sure to add them to your Carriers page if you're appointed. Happy enrolling!

Nov 6, 2024

We now have enrollment enabled for Gold Kidney Health Plan out of Arizona and Florida. Be sure to add them to your Carriers page if you're appointed. Happy enrolling!

October 30, 2024

You can now share PDF copies of the Compare Plans and the Plan Details pages with your clients! Just click the Share button, then the Download PDF button.

October 30, 2024

When you're browsing plans, you'll see a banner if your selected Pharmacy isn't in network for a particular plan.

October 28, 2024

We now have enrollment enabled for Molina. Be sure to add them to your Carrier page if you are appointed. Happy enrolling!

October 28, 2024

We now have enrollment enabled for Medical Mutual of Ohio. Be sure to add them to your Carriers page if you are appointed. Happy enrolling!

October 25, 2024

See any Part B giveback amounts right underneath the premium as you browse plans:

October 25, 2024

We now have enrollment live for Caresource. Be sure to add them to your Carriers page if you are appointed. Happy enrolling!

October 24, 2024

Now when you're viewing a Plan Detail page, you'll see links to even more official carrier documents beyond the Summary of Benefits, including Spanish translations, Star Ratings docs, and more.

October 24, 2024

A few more fields from your from your Contact Profile records will now pre-fill in the enrollment form:

October 23, 2024

We now have enrollment live for Select Health. Be sure to add them to your Carrier page if you're appointed. Happy enrolling!

October 22, 2024

You can now set a United-specific NPN that's different from your account's NPN. This lets you use your Agency NPN for United, while using your Individual NPN for other carriers. Learn more

October 21, 2024

We now have enrollment live for Capital Blue Cross of Pennsylvania. Be sure to add them to your Carrier page if you're appointed. Happy enrolling!

October 19, 2024

There's now a "Non SNP" filter in plan shopping. Use this to hide any SNP plans from view.

October 17, 2024

On D-SNP plans, you'll see which Medicaid levels the plan takes:

October 15, 2024

Our plan compare feature is live! Easily see plans side-by-side, helping you find the best fit for your clients.

October 10, 2024

October 8, 2024

We now have enrollment live for Devoted Health. Be sure to add them to your Carrier page if you're appointed. Happy enrolling!

October 1, 2024

We now have enrollment live for BCBS Michigan. Be sure to add them to your Carrier page if you're appointed. Happy enrolling!

October 1, 2024

Happy birthday to HealthSherpa for Medicare.