Give more Medicare clients better service in less time
Our SaaS solution is configurable, allowing views of all Medicare plans (MA-PD, SNP, MS, and PDP) to drive producer and agency growth, and to improve member and producer satisfaction and retention. Our Upline product allows you to add an unlimited number of downline agencies and agents.
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Built with you.
Trusty Select Pro™ was built with a network of 40+ FMOs that contributed to every detail in the product. We listened to you, because we know helping you to take care of your agents means a better experience for every older adult your brokers work with. We make it easy to attract agents, retain them, and empower them to sell.
Industry-leading Customer Service
We have the best customer service in the industry, bar none. We will help you every step of the way to get your brokers and book of business onboarded and supported in sales.
AI and Cloud Based
Our system is built to scale. If you have 10 or 10,000 agents, your experience will be seamless.
Training and Drop-In Sessions
We have built a robust library of training videos and materials, and have group training sessions. We want your agencies using our product and we are prepared to help them!
Blue Button 2.0 Integration
Auto-fill medicine cabinet from pharmacy claims data via mymedicare.gov.
Medicare Supplement, Medicare Advantage, Special Needs Plans, and Prescription Drug Plans
Side-by-side comparisons of plans
See provider network status for each plan — Primary care physician info auto-fills in enrollment application
Easily sort and filter to view plans, data and more, relevant to your needs
Accurate estimates based on details provided by beneficiary
View all plans (regardless of selling permissions) to ensure beneficiary knows about best fit plan options
Review benefits, highlights, plan overview, doctor/hospital coverage and additional plan coverages all in one, easy-to-understand view
Carrier-approved plan data
Notifications allows agents to receive updates with their clients
Get visibility into the actions of downlines
Communicate with your agents or clients from the platform
Universal CRM Integration
One platform for agent’s entire book of business and carrier inventory
Pharmacy search across any pharmacy nationwide
Prescription drug search of any medication covered by a Medicare plan
Cross-sell MedSupp and PDP
View Part D costs based on low-income subsidy benefits
Maintain compliance with CMS and state DOI rules
Drug and health information is saved securely in our HIPAA-compliant environment
Full suite of e-signature options including text for signature is often a faster, more convenient option to complete an enrollment or scope of appointment
Electronic Scope of Appointment
Email, text, or print/mail, and maintain compliance
Electronic Power of Attorney
Improve enrollments via TEXT or EMAIL system-generated links for MA, MAPD, PDP and MedSUPP plans
Send to Beneficiary – text and email to enroll
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