Solved Enroll is in private beta ahead of a 2027 public rollout. Join the waitlist

Quote every product in one session

Solved Enroll pre-qualifies life across 50+ carriers, quotes Medicare across 110+, and attaches dental, vision, and hospital indemnity to the same client record. Then it enrolls, with compliant e-signature built in.

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Inside the platform Quote to enrollment

One client record from the first question to the signed application, across every line you sell.

Solved Enroll is in private beta. Beta agencies are onboarded in cohorts ahead of a 2027 public rollout, and the live carrier list grows with each one. Join the waitlist for the next cohort.

Medicare quoting and enrollment

MAPD, PDP, SNP, and Medicare Supplement in one quote, enrolled in the same session.

Eligibility before the quote
Check entitlement, current enrollment, and election period so the plan you quote is one the client can actually take.
Shop by doctor and pharmacy
Confirm the provider and pharmacy the client names are in network before the plan reaches the comparison.
Real drug costs
Price the client's actual medication list across PDP and MAPD formularies, including the deductible and gap phases.
Special Needs Plans
Dual-eligible and chronic-condition SNPs run through the same guided flow, with the extra verification steps built in.
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Life field underwriting

Term, final expense, whole life, and preneed, pre-qualified before you submit anything.

No more cheat sheets
Carrier underwriting rules are encoded and versioned, so you stop keeping a folder of PDFs in your head.
Medication intelligence
A library of 200,000+ medications and conditions with abbreviation and typo handling, because clients read labels out loud.
Only what they qualify for
Products the health profile disqualifies never reach the quote, which is how declines and chargebacks stop happening.
Build-to-budget
Work backwards from a monthly premium to the face amount and product that fits it.
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Ancillary products

Dental, vision, hearing, hospital indemnity, accident, and critical illness in the same cart.

Attach at the same visit
The products that round out a Medicare sale are quoted from the client record you already filled in.
Standalone or bundled
Write ancillary on its own or alongside the medical plan, with one signature flow either way.
Effective-date awareness
Ancillary effective dates are reconciled against the medical plan so coverage does not open a gap.
Commission visibility
See what each attach is worth before you recommend it, per carrier and per product.
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AI Plan Recommender

Ranked matching across every line you are contracted for, with the reasoning shown.

Ranked, not filtered
Plans come back in order with a score, so the conversation starts from a recommendation instead of a spreadsheet.
Explainable every time
Each ranking lists what drove it: network fit, drug cost, underwriting class, budget, or stated need.
Same engine everywhere
The ranking an agent sees in Solved Enroll is the ranking the API returns.
Licensable
Available as a REST API or an MCP server, so your own CRM, dialer, or agent runtime can call it.
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Enrollment and e-signature

Carrier-approved applications, signed by text, tablet, or email, without a second system.

One session, end to end
The application is populated from the quote, so nothing is retyped between recommending and enrolling.
Signature that meets the client
Send a signing link by text, hand over a tablet in the living room, or email it for later.
Scope of Appointment
SOA captured, timestamped, and stored against the client record before the sales conversation begins.
Submission status
Track each application from submitted through carrier acknowledgement without logging into portals.
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AI-assisted intake

Fact-finding that keeps up with the conversation instead of interrupting it.

Talk, do not type
Medications and conditions resolve from partial spellings, brand names, and abbreviations as you enter them.
Asks only what matters
Follow-up questions are driven by the carriers still in play, so a clean profile takes a fraction of the questions.
One record, every line
The intake that qualified a life case is the intake that quotes Medicare and ancillary. Nothing is entered twice.
Resume where you stopped
A half-finished case picks up on any device, which is what actually happens across two appointments.
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Agency and IMO controls

Hierarchies, dashboards, and onboarding for the people downline from you.

Quote-to-enroll analytics
Conversion by agent, product, carrier, state, and week, from the same records the agents work in.
Hierarchy-aware
Visibility follows your upline and downline structure rather than a flat list of users.
Onboarding that scales
Guided flows let a new agent quote correctly in week one instead of month three.
White-label at launch
Run the platform under your own brand and domain when general availability opens.
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Compliance and recordkeeping

The audit trail a carrier or a CMS reviewer asks for, produced as a by-product of the workflow.

Every step timestamped
SOA, disclosures, plan presented, plan chosen, and signature, in order, with who did what.
Disclosure capture
Required CMS disclaimers presented and acknowledged at the point the rules call for them.
Retention you control
Records held for the period your carriers and your state require, then aged out on schedule.
Export on request
Pull a complete case file as a single document when someone asks for it.
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Drug cost modeling

Drug cost is the reason most Medicare recommendations are wrong, so it is modeled, not estimated.

Formulary by plan
Tier placement, prior authorization, step therapy, and quantity limits per plan.
All coverage phases
Deductible, initial coverage, and catastrophic priced out across the plan year.
Pharmacy matters
Preferred, standard, and mail-order pricing for the pharmacy the client actually uses.
Generic alternatives
Flag where a therapeutic equivalent changes the annual total materially.
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Side-by-side compare

A comparison the client can follow, built from the fields that came up in the conversation.

Client-facing view
A clean layout you can turn the screen around and show, without internal fields.
Benefits that matter
Premium, MOOP, dental, vision, hearing, OTC, and transportation, side by side.
Leave-behind
Generate a PDF summary of exactly what was compared, for the file and for the client.
Network deltas
Highlight which of the client's named providers each plan actually covers.
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Ranked recommendations

The recommender explains itself, which is what makes it usable in a compliance review.

A score and a why
Every ranked plan carries the factors that lifted or lowered it.
Tunable weighting
Weight cost, network, or benefit richness differently per agency.
Deterministic
The same profile returns the same ranking, so a case can be reconstructed later.
API and MCP
Call the same engine from your own systems.
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E-signature

Signature is part of the same session rather than a handoff to another vendor.

Three delivery modes
A texted link, an in-person tablet, or an emailed packet.
Pre-filled forms
Application fields come from the quote, so there is nothing to transcribe.
Audit trail
IP, device, timestamps, and consent text retained with the document.
Partial-save
A client who stops halfway can finish without starting over.
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Agency dashboards

The numbers a sales manager actually runs a week on, from live records.

Funnel by stage
Intake started, quoted, recommended, submitted, issued.
Agent scorecards
Conversion, attach rate, and average premium per agent.
Product and carrier mix
Where the book is concentrating, and where it is drifting.
Export anywhere
Scheduled CSV or API pull into your own warehouse.
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Carrier library

Carrier rules change constantly, so the library is versioned rather than overwritten.

Versioned rules
Know which rule set a past quote was run against.
Plan-year aware
Next year's plans load before AEP without disturbing the current year.
Contracting-aware
You only see carriers and products you are appointed to sell.
Change notices
A record of what changed, when, and what it affects.
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Agent onboarding

The platform is the training, so a new agent is not learning from a veteran's habits.

Guided first cases
Prompts and guardrails on the first few cases, then out of the way.
Needs assessment
A structured fact-find that produces a defensible recommendation.
Role-based access
What an agent can see and do follows their appointment and licensure.
Progress visibility
Managers see who is ready to work live cases.
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Licensed support

Support is staffed by people who have sat in the living room, not just read the manual.

Case-level help
Share a case and get an answer about that case, not a help article.
AEP coverage
Extended hours through the annual election period, when it matters.
Carrier escalation
We chase the carrier on a stuck application so you can keep selling.
Feedback loop
Beta feedback goes to the people building the thing you are using.
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Everything an agent is contracted to sell, in one place.

Medicare, life, and ancillary share a client record, a fact-find, and a signature flow. The agent stops being the integration layer between three systems.

Explore the platform
    110+ Medicare carriers at general availability
    50+ Life carriers with encoded underwriting rules
    200,000+ Medications and conditions in the intake library
    2027 Public rollout, following the private beta
See beta and launch pricing

Intake once, then quote, recommend, and enroll.

The same four steps whether the case is a final expense policy, a Medicare Advantage plan, or both on the same visit.

An agent entering client details on a laptop

Intake

Meds and conditions resolve as you type them, and the platform only asks the follow-ups the remaining carriers still need.

Plan cards rendered above a laptop screen

Quote

Eligibility, provider network, and the client's real drug list are applied before plans appear, so nothing on screen is a dead end.

Comparison cards showing ranked plans

Recommend

The AI Plan Recommender ranks what is left and shows its reasoning, so the recommendation survives both the client's questions and a later audit.

A client signing an application on a tablet

Enroll

Carrier-approved forms are pre-filled from the quote and signed by text, tablet, or email, with the SOA and disclosures already on the record.

“The fact-find we did for a final expense case is the same record that quoted her Medicare plan. That used to be two appointments.”
Beta agency principal, Medicare and final expense, 34 agents

What is in the platform.

Drug cost modeling, side-by-side compare, ranked recommendations, e-signature, agency dashboards, a versioned carrier library, onboarding, and support from people who have written the product.

Beta access is free for the agencies in each cohort, with preferred pricing locked in at general availability. See pricing

How we differ from single-line quoting tools

Join the waitlist
Capability Solved EnrollMulti-lineone client record Medicare quoting platformsMedicareMAPD, PDP, Med Supp Life quoting toolsLifeterm and final expense
Medicare quoting with drug and provider matching
Life field underwriting from encoded carrier rules
Ancillary attach from the same client record
One fact-find shared across every line of business
Ranked recommendations with the reasoning shown
Recommendation engine licensable as an API or MCP server

Comparisons describe the common shape of each category rather than any one product, and are based on publicly published materials. See the detailed comparisons

Launch updates, carrier additions, and early-access invitations.

FAQs

Still have questions?

When can I actually use Solved Enroll?

The platform is in private beta now, with a public rollout planned for 2027. Beta agencies are onboarded in cohorts so we can sit with each one through a real selling season. Joining the waitlist puts you in the queue for the next cohort and locks in preferred launch pricing.

How is this different from a Medicare-only quoting tool?

Most quoting platforms solve one line of business. Solved Enroll keeps one client record across Medicare, life, and ancillary, so the fact-find that pre-qualified a final expense case is the same record that quotes MAPD and attaches dental. That is the difference between three logins and one conversation.

Which products and carriers are supported?

At general availability: Medicare Advantage, Part D, Medicare Supplement, and Special Needs Plans across 110+ carriers; term, final expense, whole life, and preneed across 50+ life carriers; and dental, vision, hearing, hospital indemnity, accident, and critical illness. During beta the live carrier list is smaller and expands with each cohort, prioritized by what beta agencies actually write.

Can I license the AI Plan Recommender on its own?

Yes. The ranking engine is available as a REST API and as an MCP server, so a CRM, dialer, or AI agent runtime can call it without rebuilding underwriting and Medicare logic. It returns ranked plans with the factors behind each score. Licensing is separate from platform access and is available before general availability.

How does Solved Enroll handle CMS compliance?

Scope of Appointment is captured and timestamped before the sales conversation, required disclosures are presented at the point the rules call for them, and every step of the case is recorded in order with attribution. A complete case file can be exported as one document when a carrier or reviewer asks for it.

Who builds Solved Enroll?

The same team behind AgentTech Dialer and Solved Telephony, under Solved Ventures. We run insurance call centers ourselves, which is why the platform is shaped around what an agent does in a live conversation rather than what a form wants.

Something else? Contact us