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Solo is an application built specifically for independent and captive medicare insurance agents. We have tightly integrated your client data, their policy information, your communications and contacts into a seamless user expertience.


Solo Features

  • Capture all of your client data
  • Facilitates and tracks client contact
  • Keeps track of your licensing and Carrier appointments
  • Set tasks to keep you organized
  • Easy downloads for mail-merge and checklists
  • Powerful search allows you to work just the clients you want
  • Solo

    Software for Medicare Agents

    Welcome to Solo Video

    Videos

    Quick Start 1
    Quick Start 2
    Tasks and Tools
    Search Tools
    Agents

    14 Day Free Trial

  • Full feature set
  • Unlimited Records
  • Export Records on demand
  • Rolls Into Subscription at $19.95/month
  • Unsubscribe at any time