Stop Guessing Your Retention.
Real-Time Plan Verification,
Driven Automatically by Your CRM.
The only Medicare retention platform built for independent brokers and agency owners who refuse to lose a client to a plan switch they didn't see coming.
Two Platforms. One Mission.
AegisSage delivers a completely distinct experience based on your role.
Independent Broker
Personal Speed & Control
Your personal command center. Plan & Coverage lookups, Chrome Extension sync, roster monitoring, and switch alerts — faster than any competitor.
Coverage Lookup
Chrome Extension sync
48-hr Monitoring
Roster change alerts
VCC Automation
Fax to physician
AEP Shield
Enrollment protection
Agency Owner
Manager Control Center
A completely separate command layer above your brokers. Monitor every downline book simultaneously, surface agency-wide override leaks, manage volume licenses, and control role permissions.
Downline Tracking
All broker books
Override Leak Alerts
Agency-wide view
Volume Licensing
Per-broker seat mgmt
Role Permissions
Owner / Manager / CS
Starting at $749/mo · BAA included
Retention Intelligence
Three core modules designed to protect your agency's renewal revenue.
Automated Carrier Verification Engine
Our Chrome Extension syncs client Name, current Plan, and Coverage in the background — silently checking each member against carrier rosters. Catches plan switches automatically without manual portal lookups or spreadsheet audits.
VCC Form Automation
Submit CMS Vendor-Contractor-Certification chronic illness forms directly to physician offices via automated faxing on behalf of your client. VCC approval locks the benefit tier and protects your renewal stream — no manual steps required.
Automated Retention Campaigns
The moment a coverage anomaly is detected, AegisSage fires multi-channel outreach — text alerts to the client, email notifications to you, and a templated re-enrollment workflow so no switch slips through uncontested.
Two Tiers. Zero Hidden Fees.
Independent Broker
Solo Plan
One broker seat
Agency Owner
Agency Plan
+$49/broker seat/mo
Ready to protect your book?
Individual brokers get started instantly. Agencies request an onboarding call.
Get in Touch
Questions before you sign up? We'd love to hear from you.
We typically respond within one business day.