The only CRM that knows what your client's plan actually covers
Plan data, formularies, drug costs, comparisons, compliant SOAs, and AEP triage — built into Workganic, not bolted on. Your book, your brand, your data.
Medicare, natively
AEP Radar
Sweep your whole book against the new plan year the moment CMS data lands: plans leaving the market, premium jumps, dropped drugs, tier increases, new restrictions. Your October call list writes itself — in priority order.
Drug-level coverage answers
One medication list per client, checked against 12,000+ MA and PDP plans with county-level availability. Covered, tier, prior auth, step therapy, quantity limits — and "unknown" when the data doesn't say, never a guess.
Estimated drug costs
Initial-coverage copay and coinsurance estimates from CMS cost-share data, shown right beside the coverage badge. Real numbers for the conversation clients actually care about.
Side-by-side plan compare
Current plan next to the alternatives, scored against the client's own medications. The one-screen answer to "what should I do?"
Scope of Appointment, done right
CMS-correct SOAs e-signed on your agency's domain — with an identity gate before any client detail renders, durable links, full audit trail, and wet-sign, print, email, and fax paths for clients who want paper.
Compliance coaching, CY2027-ready
Call coaching checks the TPMO disclaimer where the CY2027 rule puts it — before plan benefits are discussed. Recording access is audited; retention defaults are conservative.
Medicare-complete client records
MBI handled like the sensitive identifier it is, Part A/B dates, dual/LIS status, county, providers and pharmacies — beside the life and final-expense business you already run in Workganic.
Your whole funnel, one system
Agency marketing sites, lead capture, native calling and texting, workflows and automations, client portal, and Medicare intelligence in one platform — white-labeled to your agency, with no per-seat quoting engine rented on top.
Workganic covers everything up to enrollment; enrollments are submitted through the carrier's own portal. Plan and drug data comes from public CMS files and is refreshed as CMS publishes. Workganic provides tooling — compliance with Medicare marketing rules remains the agent's and agency's responsibility.
FAQ
Where does the plan and drug data come from?
Public CMS data — plan landscape, formulary, and beneficiary cost files — loaded into Workganic and refreshed as CMS publishes. When data doesn't answer a question, Workganic says "unknown" rather than guessing.
Does AEP Radar contact my clients automatically?
No. It builds the triage list; outreach stays in your hands (and your workflow automations, if you choose).
Is Workganic an enrollment platform?
No. Workganic covers everything up to enrollment — records, quoting, comparison, SOA, compliance, portal — and you submit enrollments through the carrier's own portal.
What does my agency need to turn this on?
Medicare features are enabled per organization in Settings → Product Lines. Your account team can walk you through it.
The only CRM that knows what your client's plan actually covers
Plan data, formularies, drug costs, comparisons, compliant SOAs, and AEP triage — built into Workganic, not bolted on. Your book, your brand, your data.