Keep up with every client in your book — automatically.
ClientKeep™ collects and updates your clients' information. PolicyPilot™ shops your entire Medicare book of business and hands you an AEP road map.
2026 is a Medicare maze for agents, too.
Post-COVID, the disruptions just keep coming: plan cancellations, benefit changes, formulary changes, plan hyper-segmentation.
Keeping up with a full book of business by hand has become impossible. It isn't only clients navigating the maze — it's you.
ClientKeep and PolicyPilot make it manageable — one intake, one road map, your whole book.
The whole client cycle in one place
Four things the platform does for every client you write, from first appointment through every annual renewal.
Collect new client data cleanly
ClientKeep is designed the Senior Simple way. Send a secure link and your client fills in everything a Medicare appointment needs — even the least tech-comfortable ones finish it. Because it's easy to complete, we can ask more questions, so you walk in with a full picture instead of the basics.
Clients update, PolicyPilot delivers
Renewals are the name of the game. Clients only have to update what changed for AEP, and PolicyPilot turns those updates into the road map for servicing them. Retention climbs, and renewals climb with it.
Shorter appointments, more selling
Everyone is time-crunched in AEP. With ClientKeep and PolicyPilot you spend your hours on what pays: selling. Appointment times shorten, cross-sells go up, and service gets better rather than worse.
A process that scales with you
ClientKeep and PolicyPilot are built to be repeatable year after year, so you can grow the book as far as you want and still take care of every client in it.
The most advanced intake platform in Medicare
Because the form is genuinely easy for seniors to complete, we can ask the advanced quoting questions that give you the whole picture — not just the basics other platforms collect.
The tools built around intake help you pivot mid-appointment, close the sale, and get the senior into the right plan.
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Three clients on the same plan, three different increases. PolicyPilot prices next year against what each one actually takes.
Book management, led by the numbers
Shop your entire Medicare book of business, build your AEP road map, and reach your most at-risk clients before they call you.
What your book is walking into
Estimated number losing their Medicare plan for 2027 — a figure that could rise as AEP 2026 unfolds.
Estimated share of beneficiaries whose current medications change in coverage in 2027.
Estimated share of beneficiaries facing an increase in medical out-of-pocket cost in 2027.
Hundreds of plans across the country will segment or exit entirely, adding complexity to every appointment.
Meet the team
Built by an agent who does the work, with the technology people who know how to ship it.
Ready for your best AEP yet?
Fifteen minutes on a call is enough to see whether ClientKeep fits the way you work.
Book a demo