MAPD Tool gives Medicare agencies the upper hand by watching their book and telling them moment a client's status changes so you can protect revenue, reduce chargebacks, and keep your book of business intact.
Most agencies focus on the sale — but the real risk starts after.
MAPD Tool gives you real-time insights, allowing you to proactively manage these risks and protect your agency's profitability.
Most agencies focus on the sale — but the real risk starts after.
Clients disenroll. Policies fall through. Status changes go unnoticed until it's too late.
By the time you find out, the client is already on someone else's book, the chargeback is already posted, and the damage is already done.
You didn't lose the sale. You lost visibility.
The gap most agencies live with.
Most agencies check MARx by hand — one client at a time, when someone remembers, usually after a commission statement looks wrong.
MAPD Tool checks every client on your book on a schedule and writes what it finds straight into your CRM. No one on your team is checking clients by hand.
A clearer view.
MAPD Tool gives you a clearer view of what's happening across your book without changing how your team works.
Built to fit how you already work.
MAPD Tool connects to your existing workflow and highlights the information that matters when it matters.
Statuses written into GHL
Active, Future Active, Future Inactive, Inactive, Not Accreted, Pending. Your pipeline stages update themselves.
Checked every month, automatically
Every client, every cycle, without anyone remembering to do it.
Nothing writes without your approval
Every change waits in an approval queue until a human says yes.
Your stage names, untouched
The tool matches whatever you already call your pipeline stages instead of renaming them.
One agent or the whole agency
Run a check across the book, or scoped to a single agent's clients.
Agent-level Visibility
Breakdowns show enrollments, CMS accretion rates, and estimated commission per agent in one view — so you can spot who needs coaching before a small gap becomes a real revenue problem.
Protect what you've already built.
Every policy you place has value beyond the initial commission, but that value depends on what happens after enrollment.
Catch issues earlier
When you can see what's happening, you act before problems compound.
Reduce avoidable losses
Visibility turns reactive damage control into proactive management.
Build a stable book
A renewal you keep is worth more than a sale you chase, and costs nothing to write.
It doesn't just tell you. It hands you the save.
When one of your clients is moved onto a different plan, Plan Defender reads both plans' Summary of Benefits and writes a retention note straight onto that contact in your CRM — before you pick up the phone.
Not "this client switched." Instead: what their new plan costs them versus the one you sold, in dollars — premium, deductible, drug tiers, dental, hearing, over-the-counter — plus the risks nobody tells them about a mid-year switch.
Your agent opens the contact and the call is already written. About ten minutes of research per client, done before anyone knew there was a call to make.
Turned on per account. Priced per note, so you only pay when there's actually a client to save.
Carrier-level Insights
See which carriers hold your book and how long those policies actually last. Patterns show up here months before they show up in your commission statements.
One person shouldn't be the whole floor's lookup queue.
An agent has a client on the phone right now. They message the manager. The manager is on a call, at lunch, or thirty requests deep. The agent tells the client they'll call back. Sometimes the client picks up.
MAPD Tool gives every person on your team their own login and their own lookups. An MBI, or a name, date of birth, and SSN. The answer comes back while the client is still on the line.
No password gets passed around. Every lookup is tied to the person who ran it, and you decide who can run them — on the day someone starts, off the day they leave. Results are held in memory for five minutes and never written to disk.
Most agencies solve this today by quietly sharing one login. This is the version where nobody has to.
How it works.
- Connect once. Your GoHighLevel account and your CMS credentials. Setup is guided and takes one sitting. 1.
- It runs on its own. Every client on your book gets checked against CMS on a schedule. Status changes land in your pipeline. 2.
- You approve what's written. Nothing changes in your CRM until someone on your team says yes. 3.
Is this built for you?
- Medicare agencies with active enrollments
- Teams managing multiple agents
- Agencies experiencing chargebacks or early churn
- Owners who want more control over post-sale outcomes
- Agencies running on GoHighLevel
Works within your existing setup.
Nothing writes without approval.
Every status change, every note, every pipeline move waits in a queue until a human approves it. You can run the whole tool in review-only mode indefinitely.
Your access stays yours.
Everything runs on your agency's own access, with your permission, stored encrypted under the owner's account. Agents, VAs, and managers get their own named logins — no shared passwords, and you can revoke any of them in one click.
Your CRM stays yours.
The tool matches the pipeline stages you already have rather than renaming them, and it never deletes a contact.
Bring your book, and we'll show you the tool LIVE on the call.
Get visibility into your book and protect the revenue you've already earned.
Know what happens AFTER the sale.