PolicyTrkr replaces the spreadsheets, sticky notes, and scattered carrier portals that Medicare agencies run on. One secure, all-in-one system for your entire back office.
Enrollments live in spreadsheets. Compliance is a fire drill. Commissions are a guessing game. There's no single source of truth for what every agent and downline is actually producing.
Enrollment data scattered across carrier portals, inboxes, and spreadsheets — impossible to report on.
When CMS audits or a carrier asks for a recording, it turns into a frantic, manual scramble.
Advances, per-carrier fees, and payouts tracked by hand — slow, error-prone, and hard to trust.
No clean way to see production by agent, agency, carrier, or state — or to catch bad data early.
What most agencies pay for across four or five separate vendors — unified, secure, and already running.
Every submission captured in the full carrier schema, with a filterable dashboard and live overview — scoped by agency and role.
Drop in an enrollment PDF and PolicyTrkr pulls every field — across UHC, Aetna, Devoted, HealthSpring, Anthem and more.
Load thousands of policies from a spreadsheet in seconds, with clean templates and example rows.
Full directory, granular roles, self-service activation, password resets with no email dependency, and instant termination.
Flags duplicate MBIs, NPN mismatches, missing fields, invalid states, and who can or can't log in — before they become problems.
Production by agent, agency, state, or carrier — weekly to yearly — with one-click Excel and CSV export.
Enrollments sync automatically to your CRM as contacts, with the full schema and built-in de-duplication.
Upload funder statements and auto-calculate each agency's payout — advances plus per-carrier fees — with running totals and downloadable statements.
Upload a call recording: it's transcribed, AI-summarized, and screened for compliance issues — and you can ask the AI questions about any call. Stored securely forever.
Capture every policy — by PDF, bulk import, or direct entry — in a clean, structured book of business.
Recordings transcribed and screened, data-quality flags surfaced, audit-ready records on demand.
Funder statements in, agency payouts out — calculated, tracked, and downloadable.
The super-admin → agency → agent hierarchy is exactly how FMOs and IMOs sell down to their downlines.
Run your whole operation in one place — enrollments, compliance, and commissions — instead of five disconnected tools.
Roll PolicyTrkr out to your entire downline. One deployment, full visibility into every agency and agent's production.
High-volume enrollment and recording compliance, with the reporting and data-health checks to keep it clean at scale.
PolicyTrkr handles sensitive Medicare data, so security is engineered into every layer — encrypted, access-controlled, and built to protect PHI, not bolted on later.
Already running a live agency today. The next hundred are the business.
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