Powering Medicare Sales and Client Retention with Precision AI

HealthcareGPS™ brings the first AI-powered, all-in-one CRM, quoting and enrollment system purpose-built for Medicare.

Introducing HealthcareGPS™

Welcome to HealthcareGPS, where Artificial Intelligence meets personalized healthcare guidance. You understand the complexities of matching clients with the right health plans. Our advanced AI platform revolutionizes this process, offering unparalleled precision and efficiency.

Key Features:

  • Leverages AI to apply individual health conditions, needs, and budgets to the plan search
  • Provides data-driven plan recommendations, scored and ranked for each client based on needs
  • Uses AI and plan documents to detail "advantages" and "considerations" per plan
  • Integrated CRM enhances your role as a year-round trusted advisor, boosting client communications, satisfaction and retention
HealthcareGPS empowers you to navigate the complex healthcare landscape, ensuring each client finds their ideal plan. Experience the future of best-fit plan matching today.

Direct to Consumer Sites Available

Agency, agent and payer branded consumer-facing websites assist in lead-generation and self-service sales, available to FMOs, Agencies, Brokers and Payers.

Key Challenges

Solving Healthcare Navigation's Biggest Challenges

Brokers and employers are faced with a complex set of evolving challenges within the benefit plan distribution landscape, creating major obstacles and time-consuming administration.
For Produces

For Producers

  • Attracting new clients and retaining clients in a competitive market
  • Managing intensive HIPAA and CMS regulations, finding best-fit plans, onboarding clients, and ongoing training
  • Providing year-round client support

For Payers

  • High cost of acquisition and retention due to low member satisfaction
  • Training in-house sales agents to be compliant with CMS regulation
  • Outdated technology, time, and costs hinder development of advanced consumer engagement platforms.
For Produces
For Produces

For Consumers

  • Identifying and selecting the right healthcare plan from a maze of options
  • Difficulty understanding benefits and costs
  • Concerns around managing and affording healthcare expenses, lack of transparency

For Consultants and HR Staff

  • Intensive time requirements for explaining plans and benefits during open enrollment
  • Year-round benefit administration and support for benefit and claims questions
  • Typical employee dissatisfaction of benefits, driven by lack of transparency
For Produces

Our Products

AI-Powered Healthcare Navigation

MedicareCopilot™

Transform the way you do business

AI-Powered Plan Analysis

Using advanced natural language processing, MedicareCopilot™ deeply analyses all plan details from benefit coverage documents to identify best-fit plans and explain each option's true strengths, limitations, and nuances.

Personalized Plan Scoring and Ranking

MedicareCopilot scores available plans against 12 priority factors, weighted on a five-point scale, for each client's conditions, needs, and cost preferences – delivering a scored, unbiased shortlist of best-fit recommended plans.

Consultative Client Discussions

For each recommendation, MedicareCopilot surfaces key plan advantages, considerations, and rationale – streamlining conversations and ensuring clients understand why each option is being proposed.

Year-Round Support

MedicareCopilot includes AI-powered Chat for quick, clinically reviewed, coverage Q&A, plus a Client Portal with centralized plan details, claims guidance, and cost explanation.

Cutting-Edge Technology

  • Multi-Channel Communication Management: Seamlessly handle calls, video chat, emails, and text messages in one platform.
  • AI-Generated Transcripts and Analysis: Get instant transcripts and AI-powered insights from every client interaction - we even map transcript data to appropriate fields in the CRM.
  • Compliance Feedback and Coaching: Receive real-time AI feedback to ensure CMS-compliant communications and improve your approach.

Additional Features and Capabilities

  • Data security (SOC 2 and HIPAA Certified)
  • Integrated lead generation system
  • Outbound marketing campaign platform
  • Digital eFax application submissions
  • Digital Permission to Contact, and Scope of Appointment
  • Digital Needs Assessment
  • Robust custom reporting tools
  • Client and prospect data upload
  • Onboard and train new brokers
  • Complete CMS star ratings
HealthLiteracyCopilot™

Helps create plain language, clear communications with speed and scalability

AI-enabled application for health literacy assessment, compliance, and content authoring, designed for pharmaceutical companies, health systems, payers, and public health organizations.
HealthLiteracyCopilot reduces the tedious, costly, manual processes used to create effective, easy-to-understand healthcare content
  • Our AI automation supports the creation of clear communication content faster, intuitively, and with superior efficiency, scalability and attention to compliance requirements
  • AHRQ’s PEMAT and/or IHA’s N-PLAT clear communications standards are built into HealthLiteracyCopilot
  • Selected glossaries, communication and brand guidelines can be built into HealthLiteracyCopilot, as part of the customization process

Key Benefits

  • Accelerate content creation and approval processes
  • Enhance patient engagement and health outcomes
  • Mitigate compliance risks
  • Optimize resource allocation in healthcare communications
  • Empower non-expert staff to create expert-level health content
BenefitsCopilot™

Streamline employee health insurance navigation and ACA exchange enrollment

AI-Powered Plan Analysis

Using advanced natural language processing, MedicareCopilot™ deeply analyses all plan details from benefit coverage documents to identify best-fit plans and explain each option's true strengths, limitations, and nuances.

Personalized Plan Scoring and Ranking

MedicareCopilot scores available plans against 12 priority factors, weighted on a five-point scale, for each client's conditions, needs, and cost preferences – delivering a scored, unbiased shortlist of best-fit recommended plans.

Consultative Client Discussions

For each recommendation, MedicareCopilot surfaces key plan advantages, considerations, and rationale – streamlining conversations and ensuring clients understand why each option is being proposed.

Year-Round Support

MedicareCopilot includes AI-powered Chat for quick, clinically reviewed, coverage Q&A, plus a Client Portal with centralized plan details, claims guidance, and cost explanation.

Business and Consumer Outcomes

Year-round Benefits and Health Navigation Support

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For Brokers, Agents, and Payers

Enhance Service, Grow Business

Navigate your workflow with confidence, deliver personalized recommendations, and stay ahead of industry changes for client satisfaction and business growth.
  • AI-powered access to beneficiary data, plan documents, needs documentation and chat history for efficient service
  • Enable clients to conduct pre-meeting research, saving time on lengthy calls
  • Cut acquisition costs by up to 50%
  • Double enrollment conversion rates
  • Increase client satisfaction and retention
  • Scale rapidly with minimal resources
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For Consumers

Empower Healthcare Choices

Direct-to-consumer MedicareCopilot website enhances health literacy, identifies best-fit plan options, and supports navigating the healthcare system.
  • Personalized plan selection guidance based on consumer needs, with pros and cons from the plan documents to explain each of the recommended plans.
  • AI-powered chat offers a conversational experience, resulting in tailored responses and insights before speaking with an agent.
  • Self-enroll with confidence and ease

Chat with your Virtual MedicareCopilot

Test Drive
Ask me about Medicare eligibility, rules and regulations
My client is new to Medicare and wants to check eligibility and understand options
My client is a current Medicare member and is thinking of switching plans
My client is on an employer plan and wants to understand Medicare options
My client has Medicare questions and needs help understanding out-of-pocket costs
Hello. I'm your virtual MedicareCopilot advisor. How can I help you today?
(Please note: The virtual MedicareCopilot AI advisor explains Medicare coverage options and answers Medicare-related questions. It does NOT provide medical or legal advice.)

Increase Productivity and Increase Revenue

Save Time - Sell More

Our innovative SaaS AI products provide comprehensive support for understanding and selecting best-fit healthcare coverage. With year-round benefits and health navigation support, HealthcareGPS vastly improves the consumer experience and lightens the workload for brokers - freeing up dozens of hours a month that can be used to grow business.
Test Drive

Ready to Try?

Discover the HealthcareGPS Advantage

Have more Questions? We'd Love to Talk