Search And Save
Medicare quoting and CRM system for insurance agents.
Search And Save is a Medicare quoting platform with an integrated CRM, designed for insurance agents who need to quote plans, manage client records, and search provider and drug data in one system. It supports importing an existing book of business from Excel or CSV files, and it connects to carrier servers for plan and provider data.
The platform covers MAPD, PDP, MA, Med Sup, Ancillary, and ACA quoting, along with drug search, provider and facility search, and pharmacy favorites. It includes PURL, an AI-assisted smart questionnaire for gathering or updating client information, plus screen sharing, audio recording, and incoming phone lines. An Agency Comp add-on tracks commissions, and the system integrates with GoHighLevel. It is available on the web and states HIPAA, SOC, and PCI compliance.
Search And Save is built for individual agents and agencies. It is offered as a monthly subscription priced by user count, with tiers for single users through groups of 19 or more users. A 30-day free trial is available without a credit card. White label plans for agencies are priced with an initial build fee plus a per-user monthly rate, starting at 10 users.
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