PolicyPulse verifies your entire Medicare book in minutes — not days. Catch plan mismatches, flag hoppers before they cost you commissions, and get the retention insights that keep your revenue locked in.
Right now, beneficiaries in your book are switching plans, getting flagged as hoppers, and creating compliance exposure — and your team won't catch it until it's too late.
Every hour your agents spend clicking through CMS is an hour they're not selling. At $50/hr loaded cost, that's $26,000/year per agent — burned on data entry.
If a beneficiary's current plan doesn't match what you wrote, you're exposed. CMS audits don't care that you didn't know — they care that you didn't check.
One serial switcher can cost you $500+ in chargebacks and wasted effort. Most agencies have dozens of them hiding in their book — and no way to know until the damage is done.
PolicyPulse automates the entire lookup and verification process so your team can focus on growing the business.
Upload a CSV of your beneficiaries and PolicyPulse automatically looks up each one in the CMS portal. No manual clicking.
Automatically compares the plan you sold against current enrollment records. Instant mismatch alerts.
Flags beneficiaries with 5+ plan changes in 12 months. Scores each one so you know who to watch and who to avoid.
Real-time dashboard showing all agents' activity, compliance stats, trends, and drill-down details. See everything in one place.
Automatically identifies deceased beneficiaries so you can clean your book and stay compliant with CMS reporting requirements.
Get instant Slack alerts when batches complete, plan mismatches are found, or hoppers are detected. Per-agent and management channels.
No complex setup. No IT department needed. Your agents can start verifying beneficiaries in minutes.
Export your beneficiary list as a CSV from your AMS. PolicyPulse handles any column format automatically.
Open the CMS portal in PolicyPulse's browser and log in with your credentials. PolicyPulse takes it from there.
PolicyPulse checks every beneficiary and gives you a complete compliance report with plan matches, hoppers, and exceptions.
Every PolicyPulse user contributes to a shared database of known plan hoppers. When a new beneficiary matches a known hopper, you'll know before you write the policy.
Start free. Upgrade when you're ready. No contracts, cancel anytime.
| Doing It Manually | With PolicyPulse | |
|---|---|---|
| Time per 100 beneficiaries | 8-10 hours | Under 45 minutes |
| Plan match verification | Manual spot-checks | Every single policy, every time |
| Hopper detection | None — you find out after the chargeback | Flagged before you write the policy |
| Agent oversight | Trust and hope | Real-time dashboard with agent leaderboard |
| Compliance audit trail | Doesn't exist | Timestamped log of every verification |
| Retention insights | None | At-risk alerts, retention scoring, trend analysis |
| Cost per agent/year | $26,000+ in lost productivity | $1,800/year |
Yes. PolicyPulse runs on your agent's computer using their own CMS credentials. We don't access CMS on anyone's behalf — your agents log in themselves, and the tool simply automates the clicking they'd do manually. It's a productivity tool, not a data provider.
Data stays on the agent's machine during lookups. Only compliance results (match/mismatch, hopper flags, status) flow to your dashboard — never raw CMS data. Your dashboard is encrypted and hosted on HIPAA-ready infrastructure.
MediZeus scraped CMS data and stored it centrally. We don't. PolicyPulse is a local tool that helps authorized users do their existing job faster. We never touch your agents' credentials or store raw government data. Completely different architecture, completely different legal position.
Our tool auto-updates. When CMS changes something, we push an update to all users. You never have to worry about it breaking — that's our problem, not yours.
Only if you want them to. By default, agents see their own results. The management dashboard with full visibility, agent leaderboards, and trend data is for you and your compliance team only.
Same day. Download the tool, upload your CSV, log into CMS, and click Start. No IT setup, no integrations, no implementation timeline. If your agents have CMS access, they can be running in 15 minutes.
If PolicyPulse doesn't save your team at least 5 hours in the first month, we'll refund every penny. No questions asked. We're that confident it works.
Only 10 early access spots available. 3 agencies have already claimed theirs.