Agent Rise Pro
Built by a 25-year field agent. Run your whole book, manage compliance, and hear your daily brief in your own voice. No team required.
The business tool for independent Medicare agents. Stay focused, stay compliant, and run your book like a CEO.
3-day trial. No contracts. Cancel anytime.
Built for independent business owners
When you are independent, no one is managing your day but you. Distractions kill momentum. Lost follow-ups kill revenue. Agent Rise Pro isn't just a CRM; it's a daily operating system designed to keep you focused on the work that makes money and protects your time.
No technical learning curve
You don't have time to learn complicated software. Agent Rise Pro works immediately. With a clean, intuitive interface, you can enter a lead in seconds, log a call in one tap, and get back to the conversation. If you can use a smartphone, you can master this app in five minutes.
Your workday, under control
The Daily Brief · Your Voice
Start every day knowing exactly what's happening in Medicare. The app uses AI voice cloning to deliver a customized 60-second audio brief in your voice. No one else has this. It saves you time and keeps you sharp.
Client Journey & Lead Manager
Every lead, every call, every follow-up, and every policy lives on one screen. The app automatically funnels your leads through the sales process so you always know exactly who to call next. Nothing falls through the cracks.
Fresh Pour · The Back-Office
Fresh Pour is your back-office retreat. Turn on the background music, pull up your notes, review your calendar, and plan your week. It's a calm, organized environment designed to help you work better.
Compliance Built-In
Medicare rules change. We keep up with them. With integrated Scope of Appointment (SOA) triggers, TPMO disclaimers, and audit trails, the app protects you while you work.
The Comparison Tool
Enter the client's medications, compare up to three Medicare Advantage plans side-by-side, and let the app highlight the best option instantly. It turns a confusing presentation into an easy, confident close.
Simple plans
Medicare Pilot
$28.63/month
Includes all core features.
About 95¢ a day.
Start Free TrialWelcome back, Agent!
Personalize this workspace without changing contact data.
More workspace preferences will be added here as the pilot grows.
Permanently remove every saved contact and Resource Group from this account. Your preferred name and appearance will remain.
Choose a product and situation. Your preloaded script appears immediately.
Use only for permitted contact. Follow current CMS, carrier, agency, consent, and Do Not Call requirements before discussing plan-specific benefits.
Keep insurance seminars, webinars, and continuing education together, then send each event to Yahoo Calendar.
Yahoo opens in a separate tab. Agent Rise stores no Yahoo password or account access.
This removes the contact only from this import session. It does not remove the contact from your phone.
Preview and select contacts before placing them in the Contact Review Pool. Nothing enters sales follow-up automatically.
Pull up a chair. Choose a conversation—or hide this menu and simply enjoy the room.
A thoughtful pause for the independent agent
“The best way to predict the future is to create it.”Peter Drucker
One thoughtful follow-up today is worth more than ten perfect plans postponed until tomorrow.
A calm schedule is not a lack of ambition. It is the structure that lets good work compound.
Review the people already in your book before chasing the next unfamiliar lead. Service is a growth strategy.
Before you leave a client record, write the next call, date, or document needed. Momentum loves clarity.
Choose a track for your time in Fresh Pour.
Weekly progress from Client Journey activity.
Set your weekly goals to begin.
Add an incentive to track eligibility.
Every note in one searchable place.
Agentrisepro, client management system — © 2026