Medicare Client Intake, Simplified & Compliant
Send a single secure link. Capture prescriptions, doctors, hospitals, and pharmacies. Generate SOA documents and client summaries automatically. Stay compliant, effortlessly.
Everything You Need for Medicare Compliance
From client intake to document generation, EnrollSure handles the entire compliance workflow.
Secure Survey Links
Send a single UUID-based link to each prospect. Links auto-expire after 30 days for security.
Complete Intake Capture
Collect prescriptions, doctors, hospitals, and pharmacies in a bilingual English/Spanish form.
Auto SOA Generation
Scope of Appointment documents generated automatically with timestamps and compliance data.
PTC & 48-Hour Tracking
Permission to Contact captured with IP and timestamp. 48-hour rule compliance built in.
Agent Microsites
Each agent gets a branded public profile with bio, licenses, reviews, and referral links.
CRM Integration
Sync beneficiary data to your CRM via webhooks. Field mapping and audit trails included.
Multi-Tenant Isolation
Agency-level accounts with downline agents. Strict data isolation between organizations.
PDF Artifacts
Client summary reports and SOA documents generated as downloadable, compliant PDFs.
Audit Logging
Every action logged with timestamps, IP addresses, and user attribution for compliance.
How It Works
Three simple steps from prospect to compliant documentation.
Send a Secure Link
Generate a unique, expiring survey link from your dashboard and share it with your prospect via email, text, or any channel.
Prospect Completes Intake
Your prospect fills out their prescriptions, doctors, hospitals, and pharmacies. PTC and SOA consent captured with timestamps.
Review & Download
Access the submission in your dashboard. Download auto-generated SOA and client summary PDFs. Sync to your CRM.
Simple, Transparent Pricing
Start free and upgrade when you need unlimited access.
Free
Perfect for getting started
- 1 client survey completion
- SOA & summary PDF generation
- Agent microsite & reviews
- Bilingual EN/ES support
Pro
For active Medicare agents
- Unlimited survey completions
- CSV client list upload
- CRM webhook integration
- Everything in Free, plus more
Ready to Streamline Your Medicare Intake?
Join agents who trust EnrollSure for compliant client intake and documentation.