Maximize your productivity during Open Enrollment and beyond

Manage your Sales to Enrollment workflow with the Medicare STEP’s comprehensive Medicare Advantage Sales CRM solution

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Here's what our clients are saying:

Lead Management

  • Digitally manage leads pipeline
  • Capture and categorize leads at point of sale
  • Share lead information between promoters and agents
  • Keep track of appointments

Scope of Appointment (SOA)

  • Digitally complete and sign SOA
  • Track compliance with system automated timestamps

Digital Enrollment

  • Enroll paperlessly
  • Ensure use of CMS approved forms
  • Obtain electronic signatures
  • Track enrollments in real-time
  • E-mail benefits packages immediately

Offline Capabilities

  • Complete leads and enrollments in the mobile app even without connectivity
  • Sync seamlessly once internet access is reacquired


  • Comprehensive reports are built into the application allowing agents and supervisors visibility into performance
  • Managers and data analyst can have access to additional analytical and reporting features to dynamically create reports and dashboards

SaaS Based

  • Product is constantly evolving as clients and the market help us identify new features
  • All our clients receive upgrades for the life of their subscription

Our STEP app is secure. We've got you covered.

Our app is hosted on Amazon Web Services and utilizes HIPAA certified servers and stringent security standards

Work comfortably from any device. Desktop, tablet or phone.

Medicare STEP App is engineered for functioning both as a web-app and as an offline-capable mobile app.

Key benefits provided by the STEP app include:

Offline Capabilities
Cost Savings
Reporting Capabilities

Setup the STEP App in under 4 weeks! Here's how:

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