Evrcad is the all-in-one CRM built for independent Medicare agents and agencies — client management, CMS-compliant SOA forms, carrier import, geo time clock, and your own business phone number.
14-day free trial · No credit card · $39/month after trial
Good morning, Maria 👋
Active Agents
12
Total Clients
847
SOAs This Week
23
Agent Activity — Last 30 Days
Trusted by Medicare agents across the country
The Problem
Most Medicare agencies are still tracking agents with phone calls, managing clients in Excel, and hoping nothing falls through the cracks. You’re running a business — you need tools built for how your team actually works in the field.
Your book of business lives in a spreadsheet that crashes, corrupts, and can't be shared with anyone.
You're coordinating field agents over iMessage. No audit trail, no accountability, no compliance record.
You're printing, scanning, and filing paper forms. CMS audits don't care about your filing cabinet.
The Platform
Track your entire book of business — enrollments, contact info, plan types, and interaction history in one searchable database.
CMS-compliant Scope of Appointment forms with e-signatures, automatic 48-hour compliance tracking, and instant PDF export.
Verify field agent locations in real-time with geo-verified clock-in/clock-out. No more guessing where your team is.
Owner, manager, and agent role hierarchy with granular permissions. Invite agents via link, track activity, and manage access.
Production metrics, conversion funnel, trends, and team performance — built for agency managers, not data scientists.
Enterprise-grade security with audit logs, role-based data isolation, 256-bit encryption, and Medicare-approved workflows.
VISIBILITY
Real-time location tracking, activity logs, and performance dashboards so you never have to wonder where your agents are or what they're working on.
Good morning, Maria 👋
Active Agents
12
Total Clients
847
SOAs This Week
23
Agent Activity — Last 30 Days
ORGANIZATION
Track enrollments, manage contact info, log interactions, and never lose a client to a forgotten follow-up. Your entire book of business, organized and searchable.
All Clients
COMPLIANCE
Digital Scope of Appointment forms, automatic record-keeping, and audit-ready documentation. Built to meet Medicare marketing guidelines so you can focus on selling, not filing.
Scope of Appointment Forms
Completed
47
Pending 48hr
8
Expired
2
Robert Chen
Mar 15
Agnes Murphy
Mar 16
Dorothy Hill
Mar 17
ANALYTICS
See which agents are performing, where your growth is coming from, and what needs attention — with dashboards built for agency managers, not data scientists.
Agency Analytics
Conversion Rate
34%
+4%Avg. Clients/Agent
71
+12Conversion Funnel
How It Works
Create your account in under 2 minutes. No credit card. Your 14-day trial starts immediately.
Import from Humana, UHC, or Select Health directly, or add clients manually. Smart duplicate matching handles the rest.
SOA forms, appointments, time clock, analytics, and your business phone — all in one place from day one.
Security & Compliance
Your clients’ data is protected at every layer — from the moment it’s entered to the moment it’s stored.
HIPAA Compliant
BAAs executed with all data processors. PHI encrypted in transit and at rest. Built to meet Medicare agent compliance requirements.
256-bit AES Encryption
All client data encrypted at rest and in transit. AWS infrastructure with SOC 2 Type II and ISO 27001 certification.
Your Data Never Trains AI
AWS Bedrock policy guarantees your client data is never used to train AI models. Your book of business stays yours.
Complete Audit Logging
Every action timestamped with IP address and geolocation. CMS-required SOA records retained for 10 years.
Infrastructure powered by
Amazon Web Services
Compatible with Humana · UnitedHealthcare · SelectHealth · and all major Medicare carriers
Our Story
Evrcad Insurance was built after watching Medicare agency managers struggle with cobbled-together tools — Excel sheets for clients, group texts for agent updates, and printed forms for compliance. There had to be a better way.
We built the platform we wished existed: purpose-built for Medicare agencies, designed around real field workflows, and built to grow with your team from 1 agent to 100.
Designed for how Medicare agencies actually operate in the field during AEP and beyond.
CMS compliance built in — not bolted on. SOA tracking, audit logs, and secure data storage.
Every feature exists because real agents and managers asked for it. No bloat.
Managers save hours each week — no more chasing status updates via phone or text.
Pricing
No hidden fees. No long-term contracts. Cancel anytime.
Agent
The full CRM for independent Medicare agents.
14-day free trial · No credit card
Agent Pro+
Everything in Agent, plus your own dedicated business phone number.
14-day free trial · No credit card
Agency Pro+
+ $39/seat/mo
Agent Pro+ for your whole team, with agency-wide management tools.
14-day free trial · No credit card
Join Medicare agents building their business on modern tools. 14-day free trial, no card required.