AdvisorEdge Design Partner Program.

We are looking for independent sales agents and agencies to become Design Partners for AdvisorEdge, our next-generation plan matching platform.  Technical expertise isn't required. We need sales expertise and our partner program is designed not to interfere with sales efforts or cause additional work during peak seasons.

Exclusive Partner Benefits:

• 6 Months Free: Full, unrestricted access at no cost for your first six months post-launch.

• Custom Tailoring: Our development team will fine-tune the platform to fit your exact workflows.

• Early Access & VIP Status: Test-drive the tech before the broader market and lock in preferred partner pricing after 6 months, with no obligation to continue at any point..

The AdvisorEdge Advantage: Poor plan matching leads to rapid disenrollments and lost revenue. AdvisorEdge automates the plan comparison process, allowing agents to focus on building client trust. 

• Deep-Dive Accuracy: Analyzes a senior’s complete health profile—including specific prescriptions, conditions, and procedures—to eliminate coverage surprises.

• Enterprise-Grade Tech: Powered by the exact same matching engine trusted by Fortune 20 carriers.

• Effortless Efficiency: Slashes the time agents spend navigating complex portals and cross-referencing plan materials.

• Lifelong Retention: Confidently matching clients with the right plans builds long-term loyalty and eliminates churn.

Ready to take the next step to modernize your sales process? Fill out the form to get more information about joining our Design Partner Program.

All submitted information will be used exclusively for communications about the Design Partner program—not for marketing or sales outreach.