Medicare quoting software for agents
QuoteDeck quotes Medicare Advantage, Part D and Medigap with live rates, checks your client’s prescriptions against each plan’s formulary, and puts the options in one branded presentation next to final expense, dental, cancer and hospital indemnity plans.
See what your client sees
A live sample presentation for a made-up Medicare client: Medigap and Medicare Advantage packages side by side, each with Part D, dental, cancer and heart attack & stroke coverage and one monthly total.
Open the sample presentationWho it's for
- Medicare agents who want to present Medigap and Medicare Advantage side by side
- Agents who cross-sell final expense, dental and supplemental coverage to Medicare clients
- Agencies that need Scope of Appointment and enrollment forms in the same workflow
What you get
Live Medicare rates
Medicare Advantage, Part D prescription drug plans and Medigap from the carriers you choose.
Drug checks on every plan
Enter your client’s medications once and see each plan’s formulary tier and coverage, so there are no surprises after enrollment.
Packages, not separate quotes
Put Medigap with Part D next to a Medicare Advantage plan, each with dental, cancer or hospital indemnity, and show one monthly total.
Scope of Appointment forms
Send SOAs electronically with your other client forms and keep each completed SOA on the client’s record.
English or Spanish
Clients can read their presentation in English or Spanish on any phone.
Enrollment forms and follow-up
When the client picks a package, an enrollment form collects the details, and automated follow-ups catch anyone still deciding.
How it works
- Send a Scope of Appointment and quote request form to collect medications and doctors.
- Quote Medicare Advantage, Part D and Medigap, then add final expense, dental or supplemental plans.
- Send one presentation link the client can open on their phone.
- Collect the enrollment form, then submit the application with the carrier or your enrollment platform.
Frequently asked questions
Does QuoteDeck submit Medicare Advantage applications?
No. QuoteDeck quotes, presents and collects the enrollment details. You submit the application with the carrier or your enrollment platform, such as Sunfire.
Can I quote Medigap and Medicare Advantage together?
Yes. You can build a Medigap package and a Medicare Advantage package and show them side by side in one presentation, each with any supplemental coverage you add.
Does it check prescriptions?
Yes. Add the client’s medications and QuoteDeck shows each plan’s formulary coverage and tier.
How much does QuoteDeck cost?
Pro is $59.99/month for one agent and Agency is $139.99/month for five agents, with every line of business included. Both start with a 30-day free trial, no card required.
Try it on your next client
Every line of business included. Free for 30 days, no card required.