Built for independent Medicare agents

The Medicare CRM built for the way agents actually work.

Track clients, policies, and commissions in one place. Modern, fast, and priced fairly.

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30-day free trial. No credit card. Cancel anytime.

Features

Everything an independent agent needs.

No bloat, no enterprise overhead. The tools you actually use, built for the workflows you actually run.

Client Management
Every Medicare beneficiary, their plans, and their renewal calendar in one place.
Policy Pipeline
Pended to issued to active. Know what's stuck and what's earning.
Commission Tracking
Reconcile carrier statements without spreadsheets. See YTD, by type, by carrier.
AEP Workflow
Stay ahead of October 15. Auto-generated review tasks, SMS touches, and a calendar that respects your time.
Lead Source ROI
Tag every client by source. See which mailers, referrals, and campaigns actually pay.
Built for HIPAA
Encrypted at rest, audit logs, daily backups. We sign BAAs.
See what's coming next — advisor & plan matcher previews

Pricing

Simple, fair pricing.

Less than a tank of gas a month. Start free, upgrade when you're ready.

Solo
Everything an independent agent needs to run their book.
$39/month

1 seat

  • All features included
  • Unlimited clients and policies
  • Commission ledger and reconciliation
  • AEP workflow and renewal alerts
  • 30-day free trial
Start free
Most popular
Team
For small agencies and agents working with assistants.
$49/month

3 seats

  • Everything in Solo
  • 3 agent seats
  • Invite teammates by email
  • Shared client and policy data
  • 30-day free trial
Start free

Need more seats or agency overrides? We're rolling those out — email josh@duchess.capital.

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Get set up in minutes. No credit card, no sales call.

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