What's New on AdvantaCRM

The Quote Center brings Medicare, Dental, Vision & Hearing, and Hospital Indemnity quoting together on the client’s profile. Quote plans, compare them side by side, and save your quotes without leaving the client’s record.

What’s new

• One place for every quote: Open a client’s profile, click Quotes, and choose what you’re quoting. A short setup fills in what’s already on the profile. Hospital Indemnity quoting has moved here from Ancillary Quotes.

• The full cost of a Medicare plan: Each plan shows premiums plus estimated prescription costs at the client’s pharmacies. Open a plan to see the details by drug and by month.

• Side-by-side comparisons: Compare up to 5 Medicare or Dental, Vision & Hearing plans, then save the comparison for your next conversation. Medicare comparisons can include the client’s current plan.

• Share quote with clients: Share plan comparisons or even individual plan details with the click of a button.

Learn more here →

Fixes & Improvements

• Medications on intake forms now update correctly when a client replaces, removes, or re-adds a drug.

• Extra Help percentages now display, filter, and sync to HealthSherpa correctly.

• Plan benefit sections now keep their own limits when a plan also has a shared allowance.

• Search shows recently viewed profiles much faster and pre-loads the first 3 profiles for quick access.

• More small improvements have been made across the app for speed and accessibility.

Good to know

Provider/Hospital networks are not quoted. Prescription amounts are sourced from CSG Actuarial and are estimates. Quotes you haven’t saved start over if you leave the client or reload the page.

Tell Ava what you want to send, and she’ll build an email template for you. From a welcome email to an enrollment reminder, you can start with an idea and get an editable design without putting every block together yourself.

Build with Ava

• Describe your email: Open a new email template, choose Build with Ava, pick a theme, and tell her what the email is about.

• Make it yours: Ava creates the layout and wording. Open the draft in the editor to adjust the text, images, buttons, and colors.

• Try another style: Switch themes on an Ava-built email while keeping your wording.

• Ask Ava for changes: Inside the editor, ask Ava to rewrite the whole email or just the text in selected blocks. Shorten a paragraph, change the tone, or refine your subject line.

A New Email Editor

• Edit directly on the email: Click into text to write, add new blocks, and drag them into place.

• Start your way: Build with Ava, choose a starter or shared template, start blank, or paste your own HTML.

• See it before you send: Preview desktop and mobile layouts with sample client details, then send yourself a test email.

• Customize the inbox preview: Add the short preview text that appears beside the subject in your client’s inbox.

• Undo and redo: Step back through changes as you work.

Fixes & Improvements

• Linked HealthSherpa profiles are found more reliably when a client’s name, phone, email, or date of birth has changed.

• Corrected several 2027 plan benefit details, including meal eligibility and prescription supply information, and improved inpatient copay and out-of-network cost displays.

• Improved email editing on iPhone and iPad so tapping text avoids unwanted zoom and the toolbar stays above the keyboard.

• Build with Ava fits smaller windows more comfortably, with Chat and Draft tabs that keep the email preview accessible.

• Added a personalized agent photo option so templates can use each sending agent’s own profile picture.

• Improved how personalized links and missing images are handled in emails.

• Updated tabs and view switches throughout AdvantaCRM for a more consistent experience.

• Starting October 1, agency production and year-over-year reports include the upcoming year, so you can review AEP business taking effect January 1.

• Plan benefits now show the filed OTC allowance and frequency when available, including when the allowance is shared with other benefits.

You can now create a spouse directly from an existing profile, with the option to copy contact details you already have saved.

What’s new

• Create a spouse: Open a profile and click Add spouse to create a new profile or link an existing one. New spouses are automatically linked both ways.

• Skip the extra typing: Choose which addresses, phone numbers, and emails to copy. Copied details can be edited separately later.

Fixes & Improvements

• Dashboard, profile pages, and shared books load 2-3.5x faster.

• Flow stage changes confirm they saved before showing success. Failed changes return to the original stage.

• Bulk stage changes prevent overlapping updates and keep failed profiles selected so you can retry.

• Improved background refreshes and recovery when your session expires.

If you’ve connected Dialpad or Quo, you can now text Scope of Appointment and intake form links to clients right from the send dialogs.

What’s new

• Email or SMS: The SOA and intake form dialogs now let you choose email or text for each send. Print, face-to-face, and copy-link work the same as before.

• Choose the number: By default the text goes to the client’s preferred saved phone number, and you can pick any other saved number. The dialog shows which Dialpad or Quo number the text will come from.

• Review first: Each text starts with a ready-made message you can edit. You’ll see a preview and a character count, and the secure form link is added for you.

• Better SOA resends: Resend now opens a review screen where you choose email or text. The client keeps the same signing link, so it doesn’t matter which one they open. Expired SOAs prompt you to create a new SOA instead.

Good to know

• After each text you’ll see Sent, Send failed, or Send status unknown. “Sent” means your phone provider accepted the text. Delivery updates appear in the client’s conversation timeline.

• If the status is unknown, check your Dialpad or Quo conversation before sending again. AdvantaCRM never automatically resends a text it isn’t sure about.

• Intake forms still require the client’s date of birth on file.

• Automations and campaigns don’t send by text yet.

• Bulk SMS is not allowed by most VoIP providers so texting will be unavailable.

Sync clients to your Dialpad or Quo contacts

Send client profiles to the phone system you already use. When a synced client calls or texts, Dialpad or Quo shows their name instead of an unknown number. Nothing syncs on its own. You choose who goes over.

• One client: open the profile and choose Actions → Sync contact.

• A group: in Reports, select the clients you want (or all results), then choose Actions → Sync contacts.

• Your whole book: go to Settings → Integrations, open Dialpad or Quo, and choose Sync all contacts.

• Automatically: add the new Sync to phone contacts step to any automation.

A few things work for you behind the scenes:

• If a client is already in your phone contacts, we link to that contact instead of creating a duplicate.

• When you change a synced client's name, phone or email, the phone contact updates too.

• Deleting a client removes only contacts AdvantaCRM created. Contacts you made yourself stay put.

• Only your own clients sync. Clients in books shared with you are skipped, and we tell you how many.

A progress card shows the sync as it runs. If some clients couldn't sync, See who lists them and the reason. Synced clients show the Dialpad or Quo logo next to their tags, and hovering the logo shows the contact ID.

One PIN opens Secure Information for every client

Enter your Secure Information PIN once, and it stays open for every client until you sign out. No more re-entering it on each profile.

• Use Lock on a profile to close just that client again.

• Use Lock all clients in Settings to close everything at once.

• Signing out, or being signed out for inactivity, always locks Secure Information.

Choose when you're signed out for inactivity

Go to Settings → Security and pick 15, 30, or 45 minutes. The default is 15. Your choice is saved to your account and applies right away.

• Only real activity keeps you signed in. A tab left open in the background no longer resets the timer.

• You'll see a warning with a countdown before you're signed out, in every open tab.

• You verify your sign-in code once per login. Sensitive actions still ask you to confirm again after 10 minutes.

HealthSherpa fills in what's missing when you launch

When you launch a client who's already linked to HealthSherpa, we fill in any details HealthSherpa has blank, using what's on the client's profile: Medicare number, dates, sex, phone, email and address.

• We never overwrite anything HealthSherpa already has.

• Drugs, providers and pharmacies still copy over from the comparison, the same as before.

• The comparison marks which details will be filled on launch.

• Adding sex from the comparison now saves it to the client's profile.

• If something couldn't be filled, you'll see a note when HealthSherpa opens.

See what's new without leaving the CRM

When we ship something new, a short announcement appears once after you sign in. Choose See the full update to read more here. You can always find the full changelog under What's new in your account menu, next to Help Center.

Fixes & Improvements

• Lost connections recover cleanly. If your phone or laptop drops its connection, for example after waking from sleep, you'll see "Connection lost" with a reload button instead of an error that keeps repeating.

• Emails that time out don't disappear. If we can't confirm an email was sent, your draft stays open and we suggest checking the client's email activity before you send again, so the client doesn't get it twice.

• No more stuck spinners. Email templates, text templates, email signatures and portal previews no longer spin forever when your connection drops.

• Call recordings retry on their own. When Dialpad, Quo or our storage has a temporary problem, the recording is tried again on the next run instead of being marked failed.

• Behind the scenes. Background contact syncs and sign-out got reliability and security hardening.

Long client notes are now much easier to get through. Before you pick up the phone, you can see the important parts of a client’s history in seconds, without scrolling through paragraphs.

Features

• Ava summarizes long notes: When a long note is added or edited, Ava writes a quick summary so you get the gist right away. The full note is always one click away.

• Summarize with Ava: For older long notes, click Summarize with Ava to get a summary on demand.

• Spouse notes show up automatically: Notes from a linked spouse now appear on the profile by default and are clearly labeled, so you see the whole household in one place.

• Clearer timestamps: Notes now show when they were created and when they were last edited.

• 2027 star ratings: Published 2027 CMS star ratings now show in the plan benefits view, where available.

Fixes & Improvements

• We made large improvements to how AdvantaCRM loads information behind the scenes, so client profiles and plan benefits should feel noticeably faster.

• Switch To-Dos between board and table views.

• Drag To-Dos between statuses.

• Editing older policy details is easier.

Before you open HealthSherpa, AdvantaCRM can now find your client’s HealthSherpa profile and compare it with what you have in AdvantaCRM. You’ll see which medications, providers, pharmacies, and profile details match—and exactly what’s out of sync.

From that screen, you can:

• Bring HealthSherpa information into AdvantaCRM by selecting medications, providers, or pharmacies you want to add.

• Resolve differences by reviewing both versions and choosing the correct details.

• Save your decisions when two medications are the same or when you need to keep both, so you don’t have to decide again next time.

• Update HealthSherpa more easily with a copyable medication list for Rx Assist and provider NPIs you can use to find providers there.

Medications, providers, and pharmacies missing from HealthSherpa are clearly listed, but AdvantaCRM does not add them there automatically yet. You’ll finish those updates in HealthSherpa, with the information you need close at hand.

Learn more →

Also new: Intake Form Activity reports. See who submitted a form, who started but hasn’t finished, and who may need a follow-up. Filter by form, date, or status, then download your results. Email sent activity starts with emails sent after this update.

Consumers now have an easy way to add, view, and edit medications, providers, and pharmacies. This update brings large buttons/displays for saved items so that the consumer doesn't have issues. This also improves accessability on mobile devices.

Features

• Agents receive email when Calendly bookings or batch imports assign them leads.

• Agency reports show appointment totals, including new profiles, existing profiles, and cancellations.

• Turning 65 alerts group clients by birthday month and run on the first of the month in the agent’s local time.

• Provider search can include eligible clinics and show multiple practice locations.

Fixes & Improvements

• Calendly and agency membership lookup failures are reported instead of being treated as successful “no match” results.

• Provider search distinguishes practice locations and supports a 5-mile minimum radius.

• Appointment activity shows event names and times more clearly.

• Profile navigation responds to section parameters in the URL.

• Portal edits preserve the existing resubmission setting. New portals default to resubmission disabled.

Features

• Choose from grouped profile statuses, including inactive prospects, contacts, and deceased clients.

• Filter the Profiles list by multiple owners (only is access granted).

• Sort profiles by first or last name.

Fixes & Improvements

• Load household data when its section nears the viewport.

• Verify profile access before displaying locally available profile data.

• Apply profile status groups consistently to counts, campaign audiences, and database filters.

• Drug search is now powered by a trusted third party provider. This allows smoother drug search with normalized names/dosage.

Features

• Track more types of business: You can now add Life, Individual Health (ACA), and Annuity policies to client profiles, with fields tailored to each type of coverage.

• Manage client households: Add children, parents, grandparents, and other household members without creating separate client profiles for everyone. Household information is automatically shared between connected spouses.

• Store more secure client information: The Secure Information area now includes Social & Identification details, SPAP information, VA information, and Secure Notes for sensitive details such as portal credentials.

• Record additional health details: Client profiles can now include height, weight, and tobacco use.

Fixes/Improvements

• Redesigned the policy form to make adding coverage easier on desktop, tablet, and mobile.

• Added plan search and moved the option to create a new plan directly into the plan list.

• Improved long plan names so they remain easy to read.

• Policy replacement choices now show only compatible coverage.

• Social Security numbers format automatically while typing and remain hidden after saving unless revealed.

• Improved household labels and added colors that make household members easier to identify.

• Long notes now collapse into a shorter preview and can be expanded when needed.

• Improved loading screens throughout the platform for a smoother experience with fewer empty-state flashes.

• Improved the visibility of switches in dark mode.

• Updated the agency assistant name from AdvantaIQ to Ava.

• Understand automations more easily - New previews clearly explain what starts an automation, when it runs, how its branches are checked, and which actions will follow.

Quo is here—and your client conversations finally have a home.

Send texts directly from a client’s profile using the number they already know. Calls and messages land on the timeline automatically, right beside their notes, SOAs, and plan details.

Running solo? Connect your Quo account, choose your number, and start texting.

Running an agency? Connect the workspace once, match your team, and assign everyone a number. No API keys passed around.

Less tab hopping. Less “where did we talk about that?” More time actually talking to clients.

Learn More →

Building a Hospital Indemnity quote used to mean jumping between carrier tools, comparing benefits manually, and trying to figure out how much coverage would actually make sense for the client.

AdvantaCRM now does a lot of that work for you.

• Automatically match MAPD gaps — We can look at your client’s current Medicare Advantage benefits, identify their out-of-pocket costs, and build a Hospital Indemnity quote designed to help offset those gaps.

• Start with a ready-to-refine quote — Instead of building every benefit from scratch, AdvantaCRM gives you a strong starting point based on the client’s actual plan.

• Adjust anything you want — Increase or decrease benefit amounts, add or remove riders, and watch the premium update as you build.

• Build from scratch when needed — Don’t want to use the client’s MAPD plan? Start with a blank quote and configure it your way.

• Compare carrier options — Build comparable options across multiple carriers without manually recreating the same quote over and over.

• Save your best options — Save up to 3 quotes per client and come back to the exact benefits and pricing later.

From a client’s MAPD gaps to a ready-to-refine Hospital Indemnity quote in just a few clicks.

AdvantaCRM can now follow up with clients automatically based on what they actually do.

Build campaign journeys that send emails, wait between touchpoints, and branch based on actions like email opens, specific link clicks, or completed intake forms. Once a client takes the action you’re looking for, the campaign can stop automatically.

Set it up once, enroll your clients, and let AdvantaCRM handle the follow-up.

What’s included

• Behavior-based email follow-up

• Specific link and intake-form tracking

• Yes/No campaign branching

• Flexible delays and send timing

• Automatic campaign stopping when a goal is reached

• Personalized links and agent branding in every email

This is one of the biggest workflow updates we’ve released yet — and it’s built to make consistent client follow-up a whole lot easier.

Agents can now embed their booking link directly into an Intake Form, making it easy for clients to schedule an appointment while they’re already completing their information.

One form. One smooth flow.

Agents can now share or download a personalized Plan Benefits PDF directly from the benefits drawer. Each PDF includes the agent’s contact information, making it easy to send clients a clean copy of their plan benefits without leaving AdvantaCRM.

Meet Ava, your new AI-powered CRM assistant. Ask questions about your clients, get quick profile summaries before appointments, look up Medicare plan benefits, check your book, build reports, or handle everyday tasks — all in plain English.

Ava understands follow-up questions and client context, so you can ask things like “Summarize Mary Jane,” “What dental does she have?” or “How many UHC clients do I have in Ohio?” without digging through the CRM yourself.

This is just the beginning. Ava is launching in beta, and we’ll continue expanding what it can do based on how agents actually use it.

Agents can now tag client profiles with their own custom labels — AEP Priority, Dual Eligible, Needs SOA, whatever fits your workflow. Add a tag right from the profile and it's instantly searchable and reportable, so you can build lists around exactly the segments that matter to your book of business. No more digging through notes to remember who's who.

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.