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 retention risk. Your team won't catch it until it's too late.
At $50/hr loaded cost, every hour your agents spend clicking through CMS is an hour they're not selling. That's 520 hours wasted per agent annually on data entry.
One serial switcher costs you $500+ in chargebacks and wasted effort. Most agencies have dozens hiding in their book with zero visibility until the damage is done.
If a beneficiary's 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.
PolicyPulse automates the entire Medicare retention workflow so your team can focus on growth.
Upload your CSV, hit Start, walk away. PolicyPulse checks every beneficiary in CMS automatically. No clicking.
Instantly compares the plan you sold vs. current enrollment. Mismatches get flagged before CMS finds them.
Flags beneficiaries with 5+ plan changes. Each gets a risk score so you know who to watch and who to avoid writing.
Real-time dashboard with agent leaderboards, retention 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 requirements.
Instant notifications when batches complete, mismatches are found, or hoppers are detected. Per-agent channels supported.
Set it and forget it. Schedule automatic verification runs daily, weekly, or monthly. Your book stays current without anyone lifting a finger.
See exactly what changed between runs. New mismatches, resolved issues, newly flagged hoppers — every delta surfaced automatically with timestamped history.
One click generates a ready-to-submit Agent of Record recovery list filtered by carrier. Stop building these spreadsheets by hand.
Three steps. No complex setup. Your agents can start verifying beneficiaries today.
Download and double-click. PolicyPulse installs like any Mac or Windows app — no terminal, no Python, no IT help. Opens in seconds.
Drop in your beneficiary CSV, log into CMS once inside the app, and click Start. PolicyPulse handles every lookup from there.
Results land in your dashboard in minutes — matches, hoppers, exceptions, and a one-click AOR recovery export ready to submit.
Every PolicyPulse user contributes to a shared intelligence network. When a new prospect matches a known hopper, you'll know before you write the policy.
| Manual | PolicyPulse | |
|---|---|---|
| Time per 100 beneficiaries | 8-10 hours | Under 45 minutes |
| Plan match verification | Manual spot-checks | Every policy, every time |
| Hopper detection | Found after the chargeback | Flagged before you write |
| Agent oversight | Trust and hope | Real-time dashboard |
| Retention audit trail | Doesn't exist | Timestamped verification log |
| Retention insights | None | At-risk alerts + scoring |
| Scheduled verification runs | Never happens | Daily, weekly, or monthly |
| Change tracking between runs | Manual side-by-side compare | Automatic diffs, timestamped |
| AOR recovery list | Hand-built spreadsheet | One-click export by carrier |
| Annual cost per agent | $26,000+ in productivity | $1,800/year |
Start free. Upgrade when ready. No contracts. Cancel anytime.
Yes. PolicyPulse runs on your agent's computer using their own CMS credentials. We don't access CMS on anyone's behalf. It's a local productivity tool that automates clicks, not a data provider.
Data stays on the agent's machine during lookups. Only retention results (match status, hopper flags) flow to your dashboard. Never raw CMS data. HIPAA-ready infrastructure.
MediZeus scraped CMS data centrally. We don't. PolicyPulse is a local tool for authorized users. We never touch credentials or store government data. Completely different architecture and 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.
Only if you want them to. Agents see their own results by default. The management dashboard with full visibility is for owners and retention teams only.
Same day. Download the installer, double-click to install (no terminal, no Python), upload your CSV, log into CMS, click Start. If your agents have CMS access, they're 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. We're that confident.
Enter your book details to see your estimated annual exposure
Lock in exclusive pricing and early access. Limited to the first 100 agencies.
| Tier | Regular | Founding Price | You Save |
|---|---|---|---|
| Pro | $150/mo | $90/mo (first year) | Save $720 |
| Agency | $399/mo | $239/mo (first year) | Save $1,920 |
No payment required today. Reserve your seat and we'll contact you when early access opens.
Only 10 early access spots. 3 agencies have already claimed theirs.