Search & Save

09/02/2026

AEP is coming fast.

Accurate provider data. Clear plan information. A CRM that keeps client details organized in one place.

Search & Save is built to help you walk into this AEP prepared — not scrambling.

Is your system ready? https://loom.ly/y2kHiQ0

09/01/2026

Our AEP Refresher Webinars are back!

Join us today at 1pm as Scott goes over the system including some of our great updates. Just click this link to join:

https://loom.ly/wd4aE4o

Can't make it today? No worries, we've got these on Sept, 15th, 22nd and 29th!

08/31/2026

Built by agents. Improved by agents.

Every update to Search & Save starts with the same question: what do agents actually need to do their jobs better?

Our latest features — from SOA improvements to non-commissionable plan flagging — came directly from agent feedback.

Keep it coming. We're listening.

https://loom.ly/y2kHiQ0

08/28/2026

AEP is a sprint. The last thing agents need is to find out mid-conversation that a plan they're presenting is non-commissionable.

That's why we've built non commissionable MAPD plan flagging directly into Search & Save's quoting system. Agents now see this information upfront, before the appointment, not after.

Why it matters:

→ More accurate conversations with clients
→ Better business decisions for agents and agencies
→ Fewer surprises during the busiest season of the year

Medicare agents already juggle enough during AEP. We built this feature because agents told us it was a problem worth solving and because giving you clear, accurate information upfront is what a quoting system should do in the first place.

Heading into AEP, know exactly what you're selling and why. That's the standard we're building toward.

See our non commissionable plans by signing up for our 30 day free trial here https://loom.ly/y2kHiQ0

08/27/2026

Our AEP Refresher Webinars are back!

Join us at 1pm as Scott goes over the system including some of our great updates. Save this link to join:

https://loom.ly/msVpXes

If you can't make our Sept 1st one, no worries, we've got these on Sept, 15th, 22nd and 29th at 1pm. These will be one hour, and Scott will answer any questions you may have. We hope to see you there.

08/26/2026

Compliance shouldn't slow you down.

Our new & improved Scope of Appointment workflow makes it faster and easier for agents to get SOA documentation squared away before every client meeting — so you can stay compliant without losing momentum.

Built for how agents actually work. That's the whole point. Check out our improved SOA today https://loom.ly/y2kHiQ0

08/25/2026

For years, Medicare agencies and brokerages have had one option when it came to provider network data: pay enterprise prices for information that's often outdated before it even reaches you.

We didn't think that was good enough.

Over the past two years, our team has built Search & Save Data, a proprietary Carrier Provider Network API sourced directly from carriers and continuously updated for accuracy. Today, that means:

✅ 27 carriers live, with more added regularly
✅ 10,434 plans mapped
✅ 2.8M+ practitioners
✅ 871K+ organizations
✅ 3.1M+ locations

This isn't scraped or secondhand data. It's perfect for NMOs, FMOs, IMOs, MGAs, call centers, quoting systems, and Medicare technology vendors who need provider data they can actually trust.

Accurate provider data. Better value. That's the goal.

Want to see it in action? Book a meeting here: https://loom.ly/El1d4ac

08/19/2026

The last two years have been spent building something we're incredibly proud of.

A faster provider search.

A growing provider database.

More carrier connections.

Greater accuracy.

And we're not done.

Search & Save was built by agents who understand that Medicare never stands still.

Neither do we.

The improvements you've seen are only the beginning.

Start your FREE 30-day trial and experience what's next with Search & Save.

08/18/2026

Growth shouldn't mean changing software every few years.

It should mean having software that grows with your business.

That's why Search & Save continues investing in:

• Better provider searches

• More carrier coverage

• Improved speed

• Greater accuracy

• New features requested by agents

Because when your business grows...

Your technology should grow too.

Start your FREE 30-day trial and see how Search & Save continues to evolve. https://loom.ly/y2kHiQ0

All in One Medicare System and CRM. Own your data! Accuracy, security, and privacy. 30 day Free Trial no credit card needed! Try us out today.

08/17/2026

Some companies tell customers what they need.

We prefer to ask.

Many of our biggest improvements have come directly from conversations with Medicare agents.

That's why Search & Save keeps getting better.

Built by agents.

Improved through agent feedback.

Designed for the real world—not the conference room.

Your feedback helps shape what comes next.

Start your FREE 30-day trial and discover why more agents are making the switch. https://loom.ly/y2kHiQ0