For independent Medicare agents and agencies
Make this your easiest AEP yet.
Send one secure link to collect verified Medicare client data, SOA, and PTC. It syncs straight to your CRM, so you can spend appointments helping clients find the right plan instead of chasing forms, spreadsheets, or screenshots.
Plans from $59.99/mo · Card-required trial · Cancel anytime
12-month validity
e-signed by client
2 seconds ago
Built on official CMS data sources
The AEP scramble is real
Independent agents shouldn't have to choose between doing the work and doing it right.
Your data lives in five places.
Intake here, plan tools there, CRM somewhere else. Nothing actually talks.
Renewals hide surprises.
A dropped doctor or a drug that jumped tiers costs you the client — and the trust.
Compliance can't slip.
Scope of Appointment, Permission to Contact, and disclaimers have to be airtight every single time.
You don't need another form. You need the whole job done in one place.
EverClean™ Data
Client data that stays accurate, year after year.
Anyone can collect a form once. The EverClean™ Data process keeps every client's doctors, medications, and pharmacies verified and current, and lets clients update their own details at will. So the data behind your recommendations is right when you need it, not just the day they signed up.
How it works
From a text message to a signed plan, in one workflow.
Send one link.
Text or email a secure, branded intake link. No app, no password for clients.
Clients fill it in on their phone.
Identity check, then they pick their doctors, hospitals, pharmacies, and medications by name. SOA and PTC captured and signed along the way.
Verified data, synced to your CRM.
Doctors, pharmacies, medications, SOA and PTC all flow back to the matching contact automatically, ready for your next conversation.
Everything in one place
A single platform for the work you actually do.
The differentiator
Verified data, captured once. Used everywhere.
Clients pick real doctors, real hospitals, real pharmacies, and real medications from a verified database. No free text, no typos. Then it all syncs to the matching contact in your CRM with the SOA and PTC attached. Everything you need to be prepared for AEP.
- Typeahead-verified providers and drugs
- CMS-aligned SOA & PTC with e-signature
- Two-way sync with your CRM
- Send invite links to one client or your whole list at once
Dr. Park · Primary care
Verified · in-network
Levothyroxine 50mcg
Verified · 90-day supply
Walgreens · Preferred pharmacy
Verified
SOA + PTC
E-signed · 12-month validity
Official data sources
Doctors, drugs & pharmacies
SOA validity reminders
Plans to choose from
Built with Medicare agents, for Medicare agents
ClientKeep turns Medicare intake into one clean workflow.
One secure link for the client. One synced record for the agent. Designed around collecting client data, capturing SOA and PTC, preparing for plan review, and keeping the agency record clean.
Built around the real AEP workflow
Designed with independent Medicare agents in mind: collect intake, capture SOA and PTC, prep for plan review, keep the agency record clean.
Verified data, not free-text guesses
Doctors, hospitals, pharmacies, and medications come from a verified database — no typos, no cleanup work later.
Operationally connected to your CRM
Verified intake writes back to your CRM automatically. No copying. No re-keying. No screenshots.
Pricing
Three plans. Solo, Agency, Enterprise.
Everything you've seen, included. Solo for a single agent, Agency for your team, Enterprise for the larger groups. Card-required trial, cancel anytime.
Common questions
Everything you ask before signing up.
Yes. Most agents are set up the same day — connect your CRM, upload your logo, and send your first invite link in under 30 minutes. We recommend onboarding before September so your book is fully verified by October 15.
ClientKeep collects verified healthcare data from your clients through a single secure link — doctors, hospitals, pharmacies, and medications — and syncs it to your CRM. Scope of Appointment and Permission to Contact are built in.
No. Clients open the link, verify their identity with last name and date of birth, and complete the form on their phone. No app, no password.
Yes. SOA and PTC capture is CMS-aligned, e-signed, valid for 12 months, and stored so you can produce it on demand — including for AEP marketing appointments.
Yes. Bulk import from your CRM by tag (or upload a list) and send branded invite links by text or email. Resend in bulk and regenerate expired links from one screen.
ClientKeep connects to your CRM with a secure, one-click authorization and two-way contact sync, so your verified doctors, hospitals, pharmacies, and medications land on the matching contact. More CRMs and tools are added based on member demand.
Three plans: Solo at $59.99/mo for a single agent, Agency at $149/mo for up to 5 agents, and Enterprise (custom pricing) for larger and mega agencies. Card-required trial. Cancel anytime, no long-term contract.
ClientKeep is HIPAA compliant, with encryption in transit and at rest, activity logging, and privacy-policy versioning. Each agency's data is isolated. See our compliance & security page.