Medicare Advantage & Supplement Intake, Simplified & Compliant
The compliance platform built for Medicare Advantage and Medicare Supplement agents. Send a secure link, capture Rx, doctors, and pharmacies, and auto-generate SOA and PTC documents — ready for AEP, OEP, and SEP.
Everything Medicare Advantage & Supplement Agents Need
From client intake to SOA generation, EnrollSure™ handles the entire CMS compliance workflow for Part C, Part D, and Medigap enrollments.
Secure Survey Links
Send a single UUID-based link to each prospect. Links auto-expire after 30 days for security.
Document SigningNew
Upload any PDF, mark where to sign, and send a secure link. Clients draw their signature and submit — no printing required.
Complete Intake Capture
Collect prescriptions, doctors, hospitals, and pharmacies in a bilingual English/Spanish form.
Auto SOA Generation
CMS-compliant Scope of Appointment documents generated automatically for Medicare Advantage and Supplement enrollments with timestamps.
PTC & 48-Hour Tracking
Permission to Contact captured with IP and timestamp. CMS 48-hour rule compliance built in for AEP, OEP, and SEP enrollments.
Agent Microsites
Each agent gets a branded public profile with bio, licenses, reviews, and referral links.
QR Code Sharing
Generate branded QR codes for your intake links. Perfect for in-person events, business cards, and printed materials.
CRM IntegrationBeta
Sync beneficiary data to your CRM via webhooks. Field mapping and audit trails included.
Multi-Tenant Isolation
Agency-level accounts with downline agents. Strict data isolation between organizations.
PDF Artifacts
Client summary reports and SOA documents generated as downloadable, compliant PDFs.
Audit Logging
Every action logged with timestamps, IP addresses, and user attribution for compliance.
How It Works
Three simple steps from Medicare prospect to compliant SOA documentation.
Send a Secure Link
Generate a unique, expiring survey link from your dashboard and share it with your prospect via email, text, or any channel.
Prospect Completes Intake
Your Medicare Advantage or Supplement prospect fills out their prescriptions, doctors, hospitals, and pharmacies. PTC and SOA consent captured with timestamps.
Review & Download
Access the submission in your dashboard. Download auto-generated SOA and client summary PDFs for Part C, Part D, or Medigap enrollments. Sync to your CRM.
Get Documents Signed Electronically
Upload any PDF, mark the signature spot, and send a secure link. No printing, scanning, or faxing required.
Upload Your PDF
Upload any document from your dashboard and click exactly where the client needs to sign.
Send for Signature
Your client receives a secure link, reviews the document, and draws their signature with a mouse or finger.
Download Signed Copy
The signature is embedded directly into the PDF. Download the signed copy from your dashboard anytime.
Simple, Transparent Pricing
Start with a free trial. Scale as your team grows with volume discounts for agencies and enterprises.
New to EnrollSure™? Get $20 off your first subscription!
Use code FIRST20 at checkout.
Trial
Try EnrollSure™ risk-free
- 1 client survey completion
- SOA & summary PDF generation
- Agent microsite & reviews
- Bilingual EN/ES support
Pro
Save $110/agent vs monthly
For individual agents & small teams
- Unlimited survey completions
- Per-seat team billing
- CSV client upload & CRM integration Beta
- Everything in Trial, plus more
5+ Agents
Volume pricing for agencies
- Everything in Pro
- Volume discounts
- Multi-agent management
- Priority support
Enterprise
For organizations with 50+ agents
- Everything in Agency
- Volume pricing
- Dedicated account manager
- Custom onboarding & training
Ready to Streamline Your Medicare Advantage & Supplement Intake?
Join Medicare Advantage and Supplement agents who trust EnrollSure™ for HIPAA-compliant client intake, SOA generation, and document signing.