Know before the switch. Not after.
AegisSage monitors your Medicare Advantage book and alerts you while there's still time to act.
Live retention desk
Switch alerts
Margaret T.
Pending plan change
Critical
Robert S.
Disenrollment signal
Review
Linda P.
Verified unchanged
Clear
27%
of MA clients switch plans every year
60+
days before most switches are discovered
Jan 1
AEP enrollment window closes
One alert. One call. Client retained.
A three-step flow built for retention teams.
Connect your book of business
Upload your client roster. Name, member ID, and current plan is all we need.
We monitor CMS enrollment data
Automated checks surface plan changes, disenrollments, and upcoming switches.
You get the alert in time
Know which clients need outreach before the change takes effect.
Three capabilities. One platform.
Plan Switch Detection
Get notified the moment a client's Medicare Advantage plan status changes or a future switch is detected.
Clinical Form Routing
For members on chronic condition plans, we route the necessary forms to their care team automatically.
Broker Campaigns
Send plan updates, wellness check-ins, and renewal reminders to your book — on your schedule.
Protect Your Book
Plan switch detection, VCC automation, and retention intelligence — priced for Medicare professionals.
Broker
For independent brokers managing their own book
- Plan switch detection for your book of business
- VCC / SSBCI form routing for your clients
- Broker campaign messaging
- CMS enrollment monitoring
- HIPAA-compliant audit logging
- Email alerts on plan changes
Agency
Includes 5 seats
For agencies with brokers · additional seats +$50/seat/mo
- Everything in Broker, plus:
- Up to 5 seats included
- Agency-wide rollup dashboard
- Owner, Manager, and Customer Service roles
- Mass campaign messaging across all brokers
- Centralized VCC/SSBCI form management
- Full audit trail across all brokers
- Additional seats available at +$50/seat/mo
No refunds. All sales are final.