Manage clients.
Track commissions.
Grow faster.
The modern CRM that helps Medicare agents and agencies manage their book of business, verify carrier payments, and never miss a commission.
Everything you need to run your Medicare business
Purpose-built tools designed specifically for insurance professionals. Stop juggling spreadsheets and disconnected apps.
Built-in Softphone
Make calls and send SMS directly from your CRM. No more switching between apps or losing track of conversations.
- Click-to-call from any client record
- SMS messaging with templates
- Call recording & logging
Commissions Tracking
Know exactly what carriers owe you. Verify every payment and catch discrepancies before they cost you money.
- Expected vs. received tracking
- Automatic discrepancy alerts
- Multi-carrier support
Client Management
Your entire book of business, organized and accessible. Track policies, set reminders, and never miss a renewal.
- Complete client profiles
- Policy tracking & history
- Renewal reminders
Never leave money on the table
Carriers make mistakes. Payments get lost. Without proper tracking, you could be losing thousands in unpaid commissions. Cesco helps you verify every payment and catch discrepancies automatically.
Expected vs. Received
Automatically compare what carriers should pay against what you actually receive.
Instant Alerts
Get notified immediately when a payment doesn't match expectations.
Detailed Reports
Generate commission reports by carrier, agent, or time period with one click.
Commission Summary
This MonthCall and text without leaving your CRM
Stop switching between your phone and computer. With Cesco's built-in softphone, you can make calls, send texts, and take notes—all in one place. Every interaction is automatically logged to the client's profile.
One-Click Calling
Click any phone number to instantly start a call. No dialing required.
Complete Call History
Every call and text is logged with timestamps, duration, and your notes.
SMS Templates
Create reusable templates for common messages like appointment reminders.
And so much more
Everything you need to run an efficient, profitable Medicare practice.
Automations
Automate repetitive tasks like follow-up reminders and birthday messages.
Reporting
Powerful dashboards and analytics to track your business performance.
Pipelines
Visual sales pipelines to track leads from first contact to enrollment.
Team Management
Manage your agents, track performance, and handle commission splits.
Simple, transparent pricing
Start with a free trial. No credit card required. Upgrade when you're ready.
Agent
For individual agents building their practice
Agency
For growing agencies with multiple agents
Enterprise
For large organizations with custom needs
Tailored to your organization
All plans include
Ready to take control of your Medicare business?
Join hundreds of agents and agencies who trust Cesco to manage their book of business, track commissions, and grow their practice.
14-day free trial. No credit card required. Cancel anytime.