1,234
Policies
67
Agents
12
Flagged
Member A.UHCComplete
Member B.AetnaPending
Member C.DevotedComplete
Member D.AnthemComplete
Member E.HumanaPending
Enrollment, compliance, and commissions — unified. PolicyTrkr replaces the spreadsheets, carrier portals, and disconnected tools that slow agencies down, and gives you one source of truth for every policy, agent, and dollar.
Enrollment data lives in spreadsheets, compliance is handled reactively, and commissions are reconciled manually. As volume grows, the inefficiencies — and the exposure — only compound.
Policy data is dispersed across carrier portals, inboxes, and spreadsheets, making accurate reporting difficult.
Responding to a CMS audit or a carrier's recording request becomes a time-consuming, manual process.
Advances, per-carrier fees, and payouts calculated manually are slow, error-prone, and difficult to reconcile.
There is no consolidated view of production by agent, agency, carrier, or state, and data issues often go unnoticed.
What most agencies pay four or five vendors for — unified, secure, and already running in production.
Upload an enrollment PDF and PolicyTrkr extracts every field automatically — across UHC, Aetna, Devoted, HealthSpring, Anthem and more. Or bulk-import thousands at once. The result is one consolidated book of business you can report on with confidence.
Upload a call and PolicyTrkr transcribes it, summarizes it, and automatically flags potential compliance issues — a missing Scope of Appointment, missing disclaimers, or high-pressure tactics. Ask the AI questions about any call. Everything is stored securely and ready whenever an auditor requests it.
Upload a funder statement and PolicyTrkr calculates each agency's payout — advances plus per-carrier fees — with running totals and downloadable statements, eliminating manual commission reconciliation.
Full directory, granular roles, self-service activation, password resets with no email dependency, and instant termination.
Flags duplicate MBIs, NPN mismatches, missing fields, and invalid states — before they become problems.
Production by agent, agency, state, or carrier — weekly to yearly — with one-click Excel and CSV export.
Enrollments sync automatically to your CRM as contacts, with the full schema and built-in de-duplication.
Super admin, agency admin, agent, read-only, payouts, and compliance roles — everyone sees exactly what they should.
Load thousands of policies from a spreadsheet in seconds, with clean templates and guided formatting.
Capture every policy — by PDF, bulk import, or direct entry — into a clean, structured book of business.
Recordings transcribed and screened, data-quality flags surfaced, audit-ready records available on demand.
Funder statements in, agency payouts out — calculated, tracked, and downloadable in a click.
The super-admin → agency → agent hierarchy mirrors exactly how FMOs and IMOs sell down to their downlines.
Run your whole operation in one place — enrollments, compliance, and commissions — instead of five disconnected tools.
Roll PolicyTrkr out across your entire downline. One deployment, full visibility into every agency and agent's production.
High-volume enrollment and recording compliance, with the reporting and data-health checks to keep it clean at scale.
PolicyTrkr handles sensitive Medicare data, so protection is engineered into every layer — encrypted, access-controlled, and built for PHI from the ground up, never bolted on later.
"Before PolicyTrkr, the agency had no process for any of this. Today it runs the entire operation — from the first enrollment to the final payout."
One platform for your entire Medicare back office. Already proven in a live agency — ready for yours.
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