Carepoint Connect — Platform

The technology your agency has been waiting for.

Carepoint Connect is the proprietary platform that powers our entire distribution network — giving agencies and agents real-time intelligence, compliance visibility, and enrollment tools in a single, integrated workspace.

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Real-time data
Live carrier and policy sync.
Updated continuously
Compliance engine
Tracks RTS automatically.
Across every carrier
Enrollment tools
Built-in eligibility checks.
Provider-aware
Carepoint Connect Dashboard

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Built to Maximize Revenue

More enrollments. Fewer lapses. Better commissions.

Carepoint's entire infrastructure is designed with one goal in mind: helping our agency and agent partners earn more, retain more, and grow more — sustainably.

01

Maximize enrollments.

RTS visibility accelerates agent activation so no opportunity is missed.

Real-time Ready-to-Sell tracking
Eligibility verification at point of sale
Provider network visibility
02

Maximize retention.

Future disenrollment tracking alerts agents to at-risk members before it's too late.

At-risk member alerts
Plan change intelligence
Policy lifecycle visibility
03

Maximize revenue.

Commission monitoring ensures agents are paid accurately and on time.

Commission eligibility tracking
Compensation statements visibility
Book of business intelligence

Every feature in our ecosystem is built to protect and grow your revenue.

Platform capabilities

Every tool your agency needs — in one workspace.

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01Real-Time Intelligence

Real-time Ready-to-Sell status across every carrier.

Track every agent's certification, appointment, and licensing status in real time — see who's ready to sell what, where, and for which carrier without waiting for monthly carrier reports.

  • Live RTS tracking across all 22+ carrier partners
  • Automatic alerts for certification gaps
  • Export agent rosters by carrier and state
Agents · RTS Status
Live
RTS Agents
21
Pending
3
Total
42
JM
Jose MacDonald · Humana
Ready
NE
Nora Espinosa · Aetna
Ready
BJ
Bob Johnson · UHC
Pending
02Compliance Layer

NIPR licensing integration across all 50 states.

Carepoint Connect is integrated directly with NIPR — license status, renewals, and continuing education are tracked automatically, no manual lookups, no compliance gaps.

  • Live license status in all 50 states
  • Automatic renewal tracking and expiration alerts
  • Continuing education monitoring
Licenses · Multi-State
NIPR Synced
Active
45
Pending
3
Renewing
7
03Book Intelligence

Your book of business — alive, not on a spreadsheet.

View every policy, client, and disenrollment risk across your entire roster. Future disenrollment alerts surface at-risk members before lapses occur, giving agents time to re-engage.

  • Future disenrollment tracking with proactive alerts
  • Member eligibility verification at point of sale
  • Provider network visibility for plan changes
Book of Business
Live
JM
HS12333112 · HealthSun VitalCare
Active
NE
111482811 · UHC Preferred Dual
Submitted
BJ
HS11333111 · HealthSun MediSun
Active
DJ
1234567 · United · Term 09/30
At-Risk
04Analytics & Insight

Reporting that goes beyond the dashboard.

Build, save, and share custom reports across enrollment, retention, agent performance, and commission data. Every metric, every breakdown, exportable.

  • Custom report builder with saved templates
  • Visual analytics across LOB, carrier, and agent
  • Export to PDF, CSV, or carrier-ready formats
Reporting · Q4 Performance
Updated daily
Enrollments
3,847
Retention
94.1%
Revenue
$1.2M
Enrollments · Last 30 days
05Operations

Onboarding and appointments — fully orchestrated.

Manage agent contracts, carrier appointments, and onboarding workflows from a single workspace. Track every step from contracting link sent to ready-to-sell, with automatic status updates from carriers.

  • Automated contract distribution and tracking
  • Carrier appointment status visibility
  • End-to-end onboarding workflow
Onboarding · Maria L.
In progress
1Contracting link sentComplete
2Documents signedComplete
3Background check approvedComplete
4Carrier appointmentIn review
5Ready to SellPending
06Knowledge Base

Every document your team needs — indexed and accessible.

Carrier guides, compliance materials, training resources, and operational playbooks — centralized in one searchable library, accessible to your entire roster.

  • Carrier-specific resources and guides
  • Compliance and regulatory documentation
  • Searchable training and operational playbooks
Resources · Carrier Library
847 docs
Humana 2026 Compliance Guide
UHC Medicare Playbook
SOA Marketing Materials
CMS Compliance Updates
Aetna Onboarding Checklist
Q4 Sales Training Module
07Integration

Sunfire single sign-on — one click, no friction.

Direct integration with Sunfire means agents launch into the quoting engine without re-authenticating. Single workspace, zero context-switching.

  • One-click access to Sunfire from Carepoint Connect
  • Synchronized agent identity across both systems
  • Session continuity across the enrollment workflow
Integration · Sunfire SSO
Connected
CP
Carepoint
SF
Sunfire
Auto-login active
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Live walkthrough

See Carepoint Connect in action.

Walk through the platform with our team — real data, your specific use cases, no templated demo. Built around how your agency actually operates.

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30-minute walkthrough Tailored to your agency

Ready to grow with structure?

Whether you're building your book or scaling an agency, Carepoint gives you the tools, access, and support to move forward with confidence.

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See how it works

A closer look at our ecosystem, and what makes Carepoint different.

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Have questions? We’ll walk you through everything and help you decide if it’s the right fit.

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Carepoint is an independent organization and is not affiliated with or endorsed by the United States government or the federal Medicare program. We do not represent all plans available in your area. The information provided is limited to the plans we offer. For additional plan options, please visit Medicare.gov or call 1-800-MEDICARE.

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