Start the call where most calls end.
When the consumer already knows their plan, your agents confirm instead of compare.
Before the call, or during it
Buy leads that already know their plan
Plan-aligned leads arrive with the consumer’s own ranked plans. The consumer has a plan in mind, your agent confirms it fits, and the sale happens faster.
- About 30 minutes saved per sale
- Close rates up, lead cost per sale down
- Fewer early cancellations and January switches
We’ll connect you with lead sources that sell plan-aligned leads.
When the consumer calls first
Some consumers just want to talk to someone. Your agent and the consumer align together, right in your workflow.
- Your agent asks the questions and fills them in
- Or you send the consumer a link to complete on their own
- Or an AI voice agent does it, now in use by select partners
- Results limited to the carriers you’re appointed with
$236–$321 per aligned enrollment
Comparing plans takes up 40–60% of a typical enrollment conversation. An aligned consumer arrives with that work done. In the same hours, an agent writes about a third more business, and the members they enroll have fewer reasons to leave.
For an agent writing 100 aligned Medicare Advantage enrollments a year, that’s roughly $23,600–$32,100 in added value, much of it in renewals.
| Value point | Illustration | Per enrollment |
|---|---|---|
| Lower lead cost per sale | Close rate 10% → 12% | +$83 |
| Time saved on the sale | About 30 minutes per sale | +$16, up to +$100 in AEP |
| More renewals kept | Members stay longer | +$137 |
| Total | ≈ $236–$321 |
The CMS checklist, covered before the call
Every alignment covers the checks CMS requires before enrollment (formulary, pharmacy and doctor networks, cost preferences) and leaves a record, so each enrollment has a documented, needs-based reason.
Common questions
Does alignment tell agents what to sell?
It shows the consumer and the agent which plans fit the consumer best, by expected cost. The agent still advises and the consumer still decides.
Can we limit results to our appointed carriers?
Yes, as a disclosed filter. The ranking within it is always by the consumer’s own expected costs.
Does it work with our phone and CRM setup?
Plan alignment is one simple API, so it fits the tools your agents already use. Tell us your setup and we’ll show you where it fits.
Give your agents the answer before the pitch.
Find plan-aligned lead sources, or put alignment in your agents’ workflow.