MAPD Tool integrates with Agent CRM to automatically monitor your Medicare Advantage book and flag client status changes the moment they happen. When a client switches plans, it writes a retention note directly onto their contact — what they're losing, what it costs them, and what to say when you call. Your team sees the problem and the argument before they ever pick up the phone.
Know what happens after the sale.
MAPD Tool watches your Medicare book and tells you when it detects a client's status change — then writes what it found straight onto the contact in Agent CRM. It works with your Branning Bundles out of the box.
Monitor Medicare Enrollment Changes During Annual Enrollment Period (AEP)
AEP is when your book moves.
Between October 15 and December 7, every client you have gets called by every agent in the country. Some of them switch. The client won't tell you. The carrier won't tell you a lot of times either. You find out when the commission stops — and by then they've been on the new plan for months, the window to move them back has closed, and you're calling to ask about a decision they've already forgotten making.
You didn't lose the client. You found out too late.
Automated Medicare Book-of-Business Monitoring
Every client. Every month. Nobody pulling lookups by hand.
MAPD Tool checks your book on a schedule, using your agency's own MARx credentials. It finds the clients who went inactive, the plan switches that haven't taken effect yet, and the enrollments that never accreted at all. Then it writes what it found onto the contact in Agent CRM — status, dates, plan, tags — and moves the opportunity to the right stage. The next time an agent opens that contact, the answer is already sitting there.
MAPD Tool Integrates With Your Branning Bundles
Built to work out of the box with your Branning Bundles. With Agent CRM, you've got some of the quickest onboarding. We've already mapped the Bundles. MAPD Tool runs against the contacts you already have — nothing gets exported. Your agents keep working exactly where they work now, but their work can be amplified. Setup happens with us on a call, not handed to you as a checklist.
Plan Defender Helps Agents Respond to At-Risk Clients
It doesn't just tell you. It hands you the save.
When a client is moved onto a different plan, our Plan Defender feature reads both plans' Summary of Benefits and writes a retention note onto that contact in Agent CRM — what they're losing, what it's going to cost them, and what to say when you call. Your agent opens the contact and the argument is already written. Plain English, carrier named, numbers side by side.
Here is an EXACT example from one client's Agent CRM account (Name changed for privacy)
Chester Callahan is marked as a future inactive client and their plan changes from H7617-012 to H5253-205 on 08/01/2026.
Retention angle: Chester is being moved from his Humana PPO to a UnitedHealthcare HMO-POS, and keeping his Humana plan means keeping lower costs, more freedom, and $520 more per year in combined benefits.
Punch line:The UnitedHealthcare plan's biggest wins — cheaper hearing aids and more post-discharge meals — don't erase the fact that Chester loses $400 in annual OTC credits, gains a $2,000 higher out-of-pocket cap (MOOP), pays $200 more at the surgical center, and gets locked into an HMO where he needs a referral just to see a specialist.
Sales points:
- $2,000 lower MOOP (out-of-pocket cap) on current ($4,700 vs $6,700)
- $400/yr OTC credits on current → $0 on new plan
- $135/mo Part B buydown (current) vs $125/mo (new) — $120/yr more cash on current
- PPO (current) vs HMO-POS: no referrals, no PCP gatekeeper on current
- $200 less per ambulatory surgical center visit on current ($300 vs $500)
- $200/yr eyewear allowance on current → $75/yr annualized on new plan ($125/yr more)
- Inpatient hospital peak exposure: current $2,625 max vs future $2,750 max
- $200/yr eyewear allowance on current vs $75/yr on new (plus provider network included)
- Mid-year switch resets deductible to $0
- Mid-year switch resets MOOP progress
- No SEP (special enrollment period) back if doctor or drug isn't covered
- New plan's formulary (covered drug list) may change drug costs
References:
- Current plan SB (Humana USAA Honor Giveback (PPO), H7617-012): https://content.medicareadvantage.com/2026/Humana-H7617012000SB26pdf-2026-SF20251001.pdf
- Future plan SB (AARP® Medicare Advantage Patriot No Rx OK-MA2 (HMO-POS), H5253-205): https://content.medicareadvantage.com/2026/UHC-AAOK26HP0333064-000-H5253205000-SB-26082025-064046-2026-SF20250917.pdf
How MAPD Tool Medicare Enrollment Monitoring Works
Four steps, one call.
Connect.
We link MAPD Tool to your Agent CRM location and your agency's MARx credentials.
Choose who gets checked.
Filter by tag, pipeline, or owner. Clients without an MBI are skipped.
It runs.
Your checks run, on autopilot.
You approve.
Nothing is written to Agent CRM until you approve the report. You see every proposed change first.
The limited-time Agent CRM launch offer
$199 one-time setup
Due today.
No monthly fee through AEP.
$99 per month starting in January.
Usage at $0.20 per client, per month.
You're walking into your most expensive season of the year. We're not going to add a subscription on top of it. Pay the setup, run it through AEP, and see what it catches while it still matters. The monthly fee starts in January — after the season you bought it for.
An agency with 1,000 active clients pays $199 to get started, around $200/month in usage through AEP, and adds the $99 platform fee starting January.
Get Your Medicare Book Current Before AEP
Your book needs to be current before October 15. The first full check reads your entire book and establishes where everyone actually stands. You want that done before AEP opens, not during it — so when things start moving, you can see what moved.
Connect in August or September and you go into AEP with a clean baseline. Connect in November and you're reading a book that already changed underneath you.
Is MAPD Tool Right for Your Medicare Agency?
Probably, if most of these are true:
You're running Medicare Advantage business on Agent CRM.
You have an active book you'd notice losing.
Your agency has CMS MARx access, or a principal who does.
You've been surprised by a chargeback you couldn't have seen coming.
Somebody on your team has quietly become the lookup queue for everyone else.
MAPD Tool Frequently Asked Questions
Do you need a CMS login?
Yes. MAPD runs under your agency's own CMS credentials — we don't have our own access to your book, and we can't see anything you couldn't see yourself. Credentials are stored encrypted.
Will it change things in Agent CRM without asking?
No. Every proposed change goes into an approval report first. You review it, you approve it, and only then does anything get written to a contact.
Will it create duplicate fields in our Bundles?
No. MAPD is mapped to the Branning Bundles already and binds to the fields your agents are filling in. Nothing new gets created on your contacts.
What counts as usage?
One client checked in one month. If the same client gets checked four times that month, it's still one. Clients who've already gone inactive aren't billed at all.
What happens after AEP?
The $99 monthly platform fee starts in January, alongside the same usage rate. Nothing else changes.
Do our agents each need a login?
Your agency gets one account, and you create logins for whichever managers/admins needs them. An agent can run a single lookup themselves instead of queueing behind whoever normally does it.
See what it catches in your book. Bring your Agent CRM location to a 20-minute call. We'll show you what a check returns against your own contacts — not a demo account.
About the author
Brinton Atkinson is a licensed Medicare agent and the founder of G3 Financial, a Medicare telesales agency, and of Spark AI Partners, where he builds automation tools for insurance agencies. He hosts The Insurance Playbook Podcast and built MAPDTool because he saw the writing on the wall. He writes about agency operations, retention, and the parts of this business nobody puts on a slide.
Medicare Enrollment Monitoring & Client Retention for Agent CRM