Work Medicare. One system.
Plan research, client records, carrier readiness and agency operations built into one workspace for Medicare agents and agencies.
Schedule a Demo
Available demo times will appear here.
Friday, September 18
Medicare software built around the actual work.
Agents should not need a plan-search site, a contracting spreadsheet, a separate client database and a folder full of plan documents just to work one Medicare case.
MedicareZulu keeps those pieces connected so the information needed during the client conversation is already where the agent is working.
Less switching. More working.
Plan research where the case already lives.
Search by location, narrow results, compare benefits and open plan documents without separating plan research from the client workflow.
Client information that stays useful.
Keep the client's current plan, doctors, medications and Medicare information connected to the working case.
Carrier readiness before it becomes a problem.
RTS status belongs in the plan-search workflow. Agents can immediately see whether they are ready to sell the carrier.
Stop rebuilding the same client record.
MedicareZulu keeps Medicare-specific client information attached to the case so agents can return to the client without starting from zero.
READY
TO SELL.
Know which carriers you can actually sell while you're looking at the plans—not after you've already spent time reviewing one.
One platform.
Your agency.
Give agents a focused Medicare workspace while administrators control the agency environment behind it.
White Labeling
Agency logo, name, sidebar and interface colors.
User Management
Manage agents and administrators in one place.
Carrier Access
Agency-level and individual-user carrier controls.
RTS At A Glance
See who is ready to sell each carrier across the agency.
Medicare work.
Finally connected.
OpenMedicareZulu →