Save time, grow faster, and increase cross-sell opportunities with Compass

Effortlessly manage everything from Medicare and health insurance policies to life, annuity, and ancillary products—all in one place. Customize your experience with intuitive drag-and-drop designers, and track income, drug lists, and even marketing ROI with ease!

Stay on top of your game with a dashboard that highlights your top-priority tasks and key metrics, like active policies and recent enrollments. With easy drag-and-drop designers, you can create the perfect view to ensure nothing falls through the cracks.

Easily create forms and surveys to save time and impress your clients—no tech skills needed! Whether it’s a ready-to-go NPS survey or a custom FactFinder form, you’ll gather insights and referrals effortlessly. With Compass, you can even automate follow-ups to ensure your clients get exactly what they need.

Boost your success with an all-in-one smart suite of tools featuring automated enrollment and policy notifications, a monthly retention newsletter, and built-in tools like a Medicare survey and Scope of Appointment. Discover new opportunities with the Fact Finder while driving growth through compliant referral and online review campaigns—easily automated for your business!

Gain access to contracts with all the top Medicare, MedSupp, ACA, Life, and Annuity carriers, empowering you to offer unmatched options. Track every step with real-time RTS status, application updates, and commission statements (coming Q4 2025), keeping you informed and in control like never before!

Let the AI Assistant do the heavy lifting—just give it a prompt, and it’ll create content, groups, dashboards, or even entire campaigns for you in no time.