Medicare agency CRM

Evrcad lets you run your agency from one place.

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For the person and the shop

The person on the file, and the shop that runs around them. Flip a card.

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The person

Book of Business and Scope of Appointment

Clients, leads, SOA, and permission to contact on one record — who signed, when, and what happened last.

Book of Business and Scope of Appointment

  • Open a person and work File, Phone, Compliance, and Money without leaving the record.
  • Scope of Appointment and permission to contact sit on Compliance — who signed, when, and for which products.
  • CMS requires a signed SOA before plan discussion. Same-day appointments are allowed (CY2027). Export a PDF when you need it off the platform.
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The person

Business Phone and Recordings

A dedicated business line. After the short disclosure, the recording and the thread attach to that person.

Business Phone and Recordings

  • Inbound and outbound run from the business line — not a personal cell pasted into notes.
  • Play the recording next to the SOA and the plan. The thread and the call history stay on the same file.
  • Ring the computer, a verified cell, the Evrcad app, or more than one. First answer wins.
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The agency

Commission Tracking

Upload a carrier statement. Lines match to a client and an agent so you can see what posted and what did not.

Commission Tracking

  • Map the columns once. Re-uploads reconcile against lines already on the book.
  • Not-received and chargeback review stay in one queue — not a side spreadsheet.
  • Owners can see splits, overrides, and agent statements on the same agency page.
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Both

AI Secretary

It answers when you cannot, keeps the thread, and can start a first text when permission to contact is already on the file.

AI Secretary

  • It takes a message — name, callback, and a short note — or transfers to a number you set. The transcript sits with the call history.
  • It can start a first text and keep the SMS thread when permission to contact is already on the file. That is the outreach — not a spray list.
  • Follow-ups stay on that person: callback, first text, later note. You walk into the appointment already briefed.
  • It does not quote plans or give advice. A licensed agent follows up and enrolls.
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See every feature

Walk the book with us.

Request a demo. We schedule a walkthrough on your agency — not a generic slide deck.

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Questions, answered.

Short and factual. Flip a row if you want the detail.

What does it track?

The book sits on one record: clients and leads, Scope of Appointment and permission to contact, and carrier and lead import. Owners also see call recordings, commission statements, plan quotes, team chat, and messages the AI secretary took — including a first text when permission to contact is already on the file. Calendar and the audit trail stay with that same person.

How do I start?

Request a demo. New agencies are created on the web first, then you sign in on iPhone or Android with the same Google or Apple account.

Are there mobile apps?

Yes. There is an iOS app and an Android app — the same book as the web, not a second CRM. Create the agency on the web, then sign in on the phone. Billing and plan changes stay on the web.

Where does the data live?

Hosted on AWS and encrypted in transit and at rest. We execute BAAs with our processors, and client data is not used to train models.

How does pricing work?

We fit a solution to each agency. Request a demo or contact us and we will walk the book with you.