For Medicare Agents

The FMO built for modern agents.

Capture new leads, quote, enroll, and stay compliant all in one platform. Spend more time growing your business, not switching tools.

Join the Waitlist →

Join early. Help us build this for agents like you.

Contracts from 14+ leading carriers
Humana
UnitedHealthcare
Aetna
WellCare
Clover Health
SCAN
Independence Blue Cross
Blue Cross NC
UPMC
Zing Health
HealthSpring
BCBS Texas
The platform

Finally, your entire workflow in one place.

Capture client needs, surface the right plans, and complete enrollment all without switching tools.

Know your client before you walk in the door.

Stop collecting data on calls. Send clients a link so they can enter their meds and doctors before you meet.

Plans ranked by what actually matters for your client.

Plans are ranked by user selected preferences and AI estimated costs, with a plain-English explanation of why each one ranks where it does.

Enroll here. No carrier portals, no double entry.

Present the results to your client, compare side by side, and enroll online. The scope of appointment, application, and confirmation all live in the same platform.

Healthpilot AI

See the fit. Explain the choice.

Healthpilot AI ranks every plan against your client's health profile then summarizes exactly why the top recommendation is the right fit.

Total cost, not just premium

AI estimates every client's annual out-of-pocket across all plans, including drugs, procedures, and deductibles. A $0-premium plan can easily cost thousands more.

Their doctors, their drugs

You see exactly which providers are in-network and what each medication costs on every plan.

Know why, not just what

See plain-English explanations of which drugs drove the ranking, which doctors are covered, and why a plan scored above the rest.

Compliance

Never worry about an audit again.

Every recommendation is logged, explainable, and exportable. When CMS comes knocking, you have a defensible, data-driven record.

Every recommendation fully documented.

The system logs key details for every single client. Your audit trail is generated automatically.

Recommendation log
Apr 8 Patricia M. — Humana Gold Plus ranked #1 of 34 plans Documented
Apr 7 Robert T. — Aetna Medicare Advantage ranked #1 of 28 plans Documented
Apr 5 Sandra L. — UHC AARP Plan ranked #1 of 31 plans Documented
Mar 31 Frank G. — WellCare Value ranked #1 of 29 plans Documented

SOA capture, built in.

Keep scope of appointments in the same platform where you quote and enroll. No separate form. No chasing signatures after the fact.

Auto-logged on every appointment

Audit-ready on demand.

Pull the full documentation trail for any client, any recommendation, any date range. When a review comes, you're not scrambling through notes.

Export any record in one click
Our difference

Other platforms give you tools.
We give you an edge.

Competitors TodayHealthpilot
Lead CaptureManually written down✓Client-driven digital assessment, captured before you get on the call
Plan RankingsSorted by premium✓AI scores plans by member needs and predicted usage
ComplianceYou're on your own✓Audit trail generated automatically, per recommendation
Carrier SupplyLimited, national only✓Wide carrier supply including regional plans
ToolsMultiple disconnected solutions✓All-in-one CRM, quoting, and enrollment
RetentionHope customers don't switch at AEP✓Right plan from day one means clients stay year over year
What's next

More coming.

CRM + quoting + enrollment available soon. Early access agents help shape what we build next.

Plan checkups
Email & SMS campaigns
Ready-to-sell status
Dashboards
White-label client site
Scheduler
AI assistants
Plan checkups
Email & SMS campaigns
Ready-to-sell status
Dashboards
White-label client site
Scheduler
AI assistants
Dashboards
White-label client site
AI assistants
Plan checkups
Scheduler
Ready-to-sell status
Email & SMS campaigns
Dashboards
White-label client site
AI assistants
Plan checkups
Scheduler
Ready-to-sell status
Email & SMS campaigns

Get early access.

We're opening to a small group of agents before full launch. Sign up to join the waitlist. If you're interested, we'd love to talk through what would actually make this useful for your business.

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We'll be in touch soon.

By submitting, you consent to be contacted by Healthpilot via email regarding early access details and to schedule a follow-up conversation. Your information will not be shared with third parties. You may opt out at any time.

Questions

Common Questions

Why should I switch to Healthpilot?
Most FMO platforms give you quoting tools. Healthpilot gives you a recommendation engine built on the same AI we use for our own consumer enrollments — one that predicts each client's true total out-of-pocket costs across every available plan, factoring in their actual drugs, doctors, and health profile. That means better plan fits. Better plan fits mean fewer clients switching at AEP. And fewer switchers means your book of business compounds in value year over year instead of churning. If your current tools help you quote faster but don't help you put clients in the right plan, that's the gap Healthpilot fills.
Is this a replacement for my current FMO?
Yes. Healthpilot becomes your contracted upline. To use the platform, you'd move your carrier contracts to us. In return, you get access to our tool and carrier supply from a single login, with the compliance and enrollment infrastructure built in. We're working through the contracting details with early access agents now.
Do I need to move my contracts to use this?
We're working through the contracting details during early access. That's one of the things we want to talk through with agents on the waitlist before we finalize the structure.
What carriers are available?
Currently 14 carriers including Humana, UnitedHealthcare, Aetna, WellCare, SCAN, Clover Health, HCSC, UPMC, and more. We're continuing to expand.
Is there a cost to agents?
Pricing will be shaped by feedback from early access agents. Cost structure is one of the things we want to get right before we launch publicly.
What does "early access" mean?
We're onboarding a small group of agents before the full launch to get real-world feedback on the platform. Early access agents will have direct input into what we build next, including the features listed in the "More coming" section above.