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

One platform, every line you are contracted to sell.

Solved Enroll is a quoting and enrollment platform for insurance agents. Medicare, life, and ancillary share one client record, one fact-find, and one compliant signature flow, so the agent stops being the integration layer between three systems.

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Eight capabilities, one workflow, and nothing typed a second time.

Solved Enroll is in private 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

MAPD, PDP, Medicare Supplement, and Special Needs Plans, quoted and enrolled in the same sitting.

Eligibility comes first
Entitlement, current coverage, and the election period the client is actually in are checked before a single plan is priced.
The doctors and the pharmacy they named
Provider networks and pharmacy pricing are verified against the names the client gave you, not a generic county average.
Drug costs across the whole year
Their real medication list is priced through the deductible, initial coverage, and catastrophic phases on each plan.
SNP verification in the flow
Dual-eligible and chronic-condition plans carry their extra verification steps inside the same guided path.
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Life

Term, final expense, whole life, and preneed, field underwritten before anything is submitted.

Carrier rules, encoded and versioned
Height and weight tables, lookback windows, medication knockouts, and build charts live in the platform instead of a binder.
Products that cannot issue never appear
If the health profile disqualifies a product, it is removed before the quote, which is where declines and chargebacks come from.
Build to a budget
Start from the monthly premium the client says they can pay and work back to the face amount and product that fits it.
A reason for every knockout
When a carrier drops out, the platform names the rule and the answer that triggered it.
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Ancillary

Dental, vision, hearing, hospital indemnity, accident, and critical illness, quoted from the record you already filled in.

No second fact-find
The household, the budget, and the health answers are already on file, so an attach quote is a few clicks rather than a new appointment.
Standalone or bundled
Write ancillary on its own or next to the medical plan. The signature flow is the same either way.
Effective dates reconciled
Ancillary start dates are checked against the medical plan so the client does not open a gap in coverage.
Worth known before you pitch
Commission on each attach is visible per carrier and product before you recommend it.
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AI Plan Recommender

Ranked, explainable matching across every line you are contracted to sell.

Ranked, not filtered
Results come back in order with a score, so the conversation starts from a recommendation rather than a spreadsheet.
The reasoning travels with the plan
Network fit, drug cost, underwriting class, budget, and stated need are listed against each ranking.
Deterministic
The same profile returns the same ranking, which is what lets a case be reconstructed months later.
Licensable on its own
Available as a REST API and as an MCP server so your CRM, dialer, or agent runtime can call the same engine.
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Enrollment and e-signature

Carrier-approved applications, pre-filled from the quote and signed without a second vendor.

Nothing is retyped
Application fields are populated from the quote that produced the recommendation.
Three ways to sign
A texted link, a tablet handed across the table, or an emailed packet the client opens that evening.
Partial-save
A client who stops halfway picks up where they left off instead of starting the application again.
Status without portals
Track each submission through carrier acknowledgement from one screen.
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AI-assisted intake

Fact-finding that keeps pace with a conversation instead of interrupting it.

Read off the bottle
A library of 200,000+ medications and conditions resolves brand names, abbreviations, and the spelling people actually attempt.
Only the questions still in play
Follow-ups are driven by the carriers that remain, so a clean profile takes a fraction of the questions.
Entered once, used everywhere
The intake that pre-qualified a final expense case is the intake that quotes Medicare and attaches dental.
Resume on any device
Half-finished cases survive the drive home and the second appointment.
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Agency and IMO controls

Hierarchies, dashboards, onboarding, and white-label for everyone downline from you.

Visibility follows the hierarchy
What a principal, a manager, and an agent each see is derived from the upline and downline structure, not a flat user list.
Conversion you can act on
Quote-to-enroll rates by agent, product, carrier, state, and week, drawn from the records agents already work in.
New agents producing sooner
Guided first cases and role-based access tied to appointment and licensure.
Your brand at general availability
Run the platform under your own name and domain when the public rollout opens.
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Compliance and recordkeeping

The record a carrier or a reviewer asks for, produced as a by-product of doing the work.

Scope of Appointment first
SOA is captured and timestamped before the sales conversation and stored against the client record.
Disclosures at the right moment
Required CMS disclosures are presented and acknowledged at the point in the flow the rules call for them.
Ordered and attributed
SOA, disclosures, plans presented, plan chosen, and signature, in sequence, with who did what and when.
Retention you set
Records held for the period your carriers and your states require, then aged out on schedule.
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The record is the product.

Every capability above reads from and writes to the same client record. That is the whole design. Everything else follows from it.

Walk through a case
    110+ Medicare carriers at general availability
    50+ Life carriers with encoded underwriting rules
    20+ Ancillary carriers for the attach products
    200,000+ Medications and conditions in the intake library
See beta and launch pricing

The organizing idea

One fact-find, one health profile, one household.

Most agents run three tools because the industry built three tools. Each one asks for the same date of birth, the same medications, the same budget, and each one keeps its own copy. Solved Enroll keeps one.

  • The medication list you captured for a final expense case prices her Part D plan without being re-entered.
  • A spouse is a member of the household, not a second file, so a couple is one appointment.
  • Correct an answer once and every open quote on that record reflects it.
  • The document history holds the whole relationship: what was quoted, what was presented, what was signed, and when.
  • Next year, the record is the starting point for the annual review rather than a blank form.
An agent reviewing a client profile across two screens
Household Client, spouse, and dependents, with addresses, counties, and the effective dates that drive plan availability.
Health profile Conditions, medications with dose and frequency, height and weight, tobacco use, and treatment history, resolved into the terms carrier rules are written against.
Care relationships The doctors, specialists, and pharmacy the client names, checked against plan networks rather than assumed.
Coverage and eligibility Current policies, Medicare entitlement and enrollment history, and the election period that applies today.
Needs and budget What the client says they want protected and what they say they can pay, carried into every recommendation on the record.
Case history Quotes run, plans presented, the plan chosen, disclosures acknowledged, signatures captured, and the submission status that followed.

Go deeper on a line of business

14 product types across three lines, plus the recommendation engine and the enrollment layer that serve all of them.

Medicare

MAPD, PDP, Medicare Supplement, and SNP, with eligibility, provider matching, and real drug cost modeling before the plan list appears.

Medicare quoting

Life

Term, final expense, whole life, and preneed, field underwritten against encoded carrier rules so you stop guessing at placement.

Life field underwriting

Ancillary

6 product types, from dental and vision to hospital indemnity and critical illness, attached from the record you already built.

Ancillary products

AI Plan Recommender

Ranked, explainable results across every line, licensable on its own as a REST API or an MCP server.

The recommendation engine

Enrollment and e-signature

Pre-filled carrier forms, three signature delivery modes, SOA and disclosure capture, and an ordered audit trail.

Enrollment

Agencies and IMOs

Hierarchy-aware visibility, quote-to-enroll analytics, onboarding, white-label, and export into your own warehouse.

Agency and IMO controls
A quiet office where carrier data and client records are reconciled

Integrations and data

What comes in, and where it goes

A quoting platform is only as good as the data behind the quote. Solved Enroll reads from the sources that decide whether a plan is right, and writes the result back into the systems your agency already runs on.

See integrations

What comes in

  • CMS eligibility and enrollment history. Entitlement, current plan, and the election period that governs what the client can do today.
  • Carrier plan data and underwriting rules. Benefits, premiums, and service areas, alongside the height and weight tables, lookback windows, and medication knockouts that decide placement. Both are versioned, so you can see which rule set a past quote ran against.
  • Formulary and pharmacy pricing. Tier placement, prior authorization, step therapy, quantity limits, and preferred, standard, and mail-order pricing.
  • Provider directories. The doctors and facilities the client names, matched plan by plan instead of county by county.

What goes out

  • Applications to carriers. Carrier-approved forms, submitted from the platform, with status tracked through acknowledgement.
  • Records to your CRM or AMS. The case, the plan chosen, and the documents written back so renewals and service stay where your team manages them.
  • Analytics to your warehouse. Scheduled CSV drops or an API pull of quote-to-enroll activity, so your reporting is not trapped in someone else’s dashboard.
  • Rankings to your own systems. The AI Plan Recommender answers over REST or MCP, returning the same ordered results an agent sees on screen.

Field-level detail lives in the documentation and the API reference.

FAQs

Questions about the platform

What do I get access to in the platform?

Quoting and enrollment for Medicare, life, and ancillary products; AI-assisted intake with a medication and condition library; encoded carrier underwriting rules; the AI Plan Recommender; carrier-approved e-signature with Scope of Appointment and disclosure capture; and agency dashboards with hierarchy-aware visibility. They are one product rather than modules you buy separately.

What does one client record actually mean in the software?

A single household with one fact-find, one health profile, one set of doctors and medications, one budget, and one document history. When you move from a life quote to a Medicare quote for the same person, you are not switching products, you are asking a new question of a record that is already complete. Nothing is entered twice and nothing drifts out of sync between lines.

Do I have to sell all three lines to get value from it?

No. Agents who only write Medicare, or only write final expense, use the same workflow and the same compliance trail. The multi-line design means that on the day you add a second line, your existing book is already quotable rather than a re-keying project.

What data does the platform pull in, and where does it go?

It reads CMS eligibility and enrollment history, carrier plan data and underwriting rules, and formulary and provider directories. It writes completed applications to carriers, case records to your CRM or agency management system, and scheduled exports to your own warehouse by CSV or API. The API reference and the documentation cover the field-level detail.

Can Solved Enroll sit alongside the CRM we already run?

Yes. Solved Enroll is the quoting, recommendation, and enrollment layer. Case outcomes can be written back to an existing CRM or agency management system so the book of business stays where your team already manages renewals, service, and commissions.

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

Platforms in that category, Sunfire among them, are built around Medicare quoting and enrollment, and their publicly published materials describe that scope. Solved Enroll keeps Medicare, life, and ancillary on one client record with one fact-find and one signature flow. Comparisons describe the common shape of each category rather than any one product, and are based on publicly published materials.

Something else? Contact us

See the whole workflow on one of your own cases.

Beta cohorts are onboarded a group at a time, with preferred pricing locked in at general availability.

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