What's New on AdvantaCRM

Track certification status across payers, organized by year.

• View all certifications grouped by year (e.g. 2027, 2026), with the most recent year shown first

• At-a-glance status badges — Certified (green), In Progress (yellow), Uncertified (red) — so you can spot gaps immediately

• Add new certifications directly from the panel with the + button

You can now view a full Medicare Advantage and Part D benefit summary directly from a client’s coverage card — no more digging through carrier websites or PDFs.

What it does

Tap “View Benefits” on any MA, MAPD, or PDP coverage card to open a detailed breakdown of the plan’s costs, drug tiers, and covered services in a slide-over drawer.

What’s included

• Plan overview with premium, deductibles, max out-of-pocket, and star rating

• At-a-glance view of supplemental benefits (dental, vision, hearing, fitness, telehealth, transportation, OTC, meals)

• Drug tier costs with preferred and standard pharmacy columns

• Contact info and quick links to the carrier’s website, pharmacy, formulary, and provider directory

• Benefit categories organized by care setting with In-Network and Out-of-Network costs for PPO plans

• Optional add-on packages when available

During AEP, you can toggle between the current plan year and next year’s benefits to help clients decide whether to stay or switch.

This only applies to CMS-backed plans. Med Supp and ancillary products won’t show the button since benefit data isn’t available for those plan types.

AdvantaCRM now has a dedicated spot for the things you reach for most: carrier portals, enrollment links, emails, and writing IDs. It's one click from the header, no matter what page you're on. Save any link or email and name it your way, then pull it up in seconds instead of digging through tabs or old messages.

You can now add an extra layer of security to your account with two-factor authentication (2FA). Verify sign-in with an authenticator app, text message, or email — whichever you prefer.

Off by default and fully optional. To turn it on, head to Settings → Security and enable a method. Doesn't affect Google or Microsoft sign-in.

You can now receive important account alerts by text. Turn on SMS notifications to get a text when a new lead is assigned to you, when there's a security event on your account such as a password change, and when a task alert you scheduled comes due — so you can stay on top of your pipeline without being at your desk.

Texts are off by default. To enable them, head to Settings → Notifications, make sure your mobile number is on your profile, and switch on Enable SMS notifications. Message and data rates may apply, and you can reply STOP at any time to turn them off.

Built for agents who don't work alone. If a spouse, business partner, or staff member helps you manage your clients, you can now give them access to your book — view-only or full edit, one-way or a two-way swap. Everything stays within your agency, and you can revoke access anytime from the new Book Sharing settings.

Security PIN for Secure Information Access

Agents are now required to set a 4-digit Security PIN to access the Secure Information section on client profiles. This section contains sensitive data including MBI, Medicaid details, and Authorized Representative information. The PIN adds an extra layer of protection, ensuring this data is only visible after verification — even when an agent is already logged in.

Date of Birth Verification on Personalized Intake Forms

Client Intake Forms now include an identity verification step. When an agent sends a personalized intake form, the client must verify their date of birth before any pre-filled information is displayed. This prevents sensitive data from being exposed if a form link is opened by the wrong person.

AdvantaCRM now connects with Calendly. Link an individual account or connect your entire agency — either way, every booking flows straight into your CRM. New invitees become leads automatically, existing clients get the appointment on their profile, and shared team events route trackable leads to the right agent. You choose which event types we track, and reschedules and cancellations stay in sync on their own.

Paired with your Outlook or Google Calendar connection, the whole appointment flow — from booking to lead to calendar — lives in one place. Track it all directly in AdvantaCRM. No more logging appointments by hand. No more leads slipping through the cracks.

AdvantaCRM now connects with Outlook Calendar. See your Outlook schedule right on your dashboard and create, edit, and delete appointments without ever leaving the CRM. Already running on Google Calendar? Connect both — your events show up side by side on one calendar, color-coded by source, so your whole day lives in a single view. No switching apps. No missed appointments.

Automations just got a major upgrade. Two new features make it easier to build and trust the workflows that run your book.

Validation panel. As you build an automation, AdvantaCRM now checks your work in real time. Missing a template? Forgot to pick a flow? Building a branch that can never actually run? You'll see it right away, before you turn the automation on. Less guesswork, fewer surprises.

Run history. Every automation now has its own Run History tab showing every time it fired, who it fired for, and what each step actually did. If something failed, you'll see why — and you can retry just that step with one click. Emails sent by an automation link straight to that client's conversation timeline so you can see the delivery status without leaving the page.

Together, these make automations feel a lot less like "set it and pray" and a lot more like a tool you actually trust.

AdvantaCRM now syncs with HealthSherpa. Send contact data directly to HealthSherpa from a client record, and when an enrollment is submitted, the data flows right back — plan details, effective date, and status update automatically. No double entry. No toggling between tabs.

AdvantaCRM is here. The first Medicare CRM built from the ground up — with SOA tracking, automated workflows, call recording storage, and agency management built in from day one. HIPAA compliant.

After private beta, we're open to all agents and agencies. Welcome to the platform built for how you actually sell Medicare.