For brokers & advisors
Medicare education that grows your practice.
Give every prospect and client 24/7 access to plain-language Medicare guidance - so your appointments focus on strategy, not Medicare 101.
Disclaimer64Plus is an independent educational software platform. We do not sell Medicare plans, generate or sell leads, recommend one insurance company over another, or receive compensation based on plan enrollment. Our platform provides educational information and decision-support tools to help users better understand Medicare. Users may independently contact Medicare, licensed insurance agents, or insurance companies if they choose to enroll in coverage.
A neutral education layer that supports your practice.
An AI Medicare education platform built for brokers, agencies, and advisors. Neutral, plain-language explanations, with no plan-selling - so you stay the trusted advisor while Medicare Assistant handles the repetitive questions.
Medicare Assistant keeps clients supported between renewals and reviews, deepening the relationship you've built.
Real impact on how you serve clients.
Prospects hesitate when Medicare feels overwhelming. Clients call with questions you've answered a hundred times. Medicare Assistant gives your book one neutral, trusted place to turn, so you can spend your time where it matters most.
Scale client education
Every prospect and client gets consistent, plain-language Medicare answers without stretching your calendar.
Higher-quality conversations
Clients arrive informed, so meetings focus on strategy and plan selection instead of Medicare basics.
Compliant, source-backed guidance
Neutral education grounded in Medicare.gov and SSA.gov, with no plan-selling that could create compliance risk.
Bilingual guidance for the clients you serve.
Medicare Assistant answers in English and Spanish, so bilingual client bases get the same trusted Medicare education. Clients read or listen in their language, cutting repeat questions and expanding who you can effectively serve.
Serve Spanish-speaking clients
Deliver the same trusted Medicare education in English and Spanish, seamlessly.
Reduce repeat questions
Clients can read or listen in their language and revisit answers anytime, cutting follow-up calls.
Available 24/7
Your clients get answers between appointments, evenings, and weekends without adding to your workload.
Deploy Medicare Assistant where your clients already find you.
Embed Medicare Assistant into your agency website, client portal, or campaign landing pages. Access is scoped to your practice, so clients get a private, branded experience.
Embed on your site
Add Medicare Assistant to your agency website, client portal, or landing pages with a simple embed.
Branded experience
Clients see a familiar, trusted experience that reflects your practice.
Scoped access
Access is limited to your practice, with control over who can use it.
Practice-wide visibility.
Centralized Medicare education with engagement insights and controlled access, so you always know how prospects and clients are being supported.
Engagement insights
See how prospects and clients are using Medicare Assistant and where they need the most support.
Reporting
Clear, shareable reporting on adoption and engagement across your practice.
Controlled access
Manage which agents or team members can access Medicare Assistant, with simple controls.
Built for practices of every size.
Independent Brokers
A neutral education layer that supports your sales conversations without competing with your book of business.
Agencies & FMOs
Give every downline agent a consistent, compliant way to educate prospects at scale.
Financial Advisors
Round out retirement planning with trusted Medicare guidance you can point clients to with confidence.
What brokers and advisors say about Medicare Assistant.
Medicare Assistant handles the Medicare 101 so my appointments start where they should - on the plan that fits.
Every agent on my team can now point prospects to the same neutral resource. Huge for consistency.
My advisory clients love that they can ask Medicare questions any time, not just during our reviews.
Compliance signed off quickly because Medicare Assistant doesn't sell plans, it just explains Medicare.
The bilingual support opened up an entire client segment I couldn't fully serve before.
Prospects arrive already understanding the basics. My close rate on quality appointments is up.
Get Medicare Assistant up and running, quickly.
Launch 64Plus for your practice with role-based access and controls. Our team supports onboarding, configuration, and rollout across your agents and clients.
Configure for your practice
Set up access, branding, and the client experience that fits how you work.
Roll out to clients and prospects
Share Medicare Assistant with your existing book and add it to your intake and marketing flows.
Grow with confidence
Track engagement and lean on our team for onboarding, training, and rollout support.
FAQs
Answers for brokers, agencies, and advisors.
Everything you need to know about deploying 64Plus in your practice, from compliance and branding to bilingual support and ROI.
64Plus provides your clients with 24/7 access to trusted Medicare education, helping them understand enrollment timelines, coverage options, costs, and benefits before speaking with an advisor. Better-informed clients lead to more productive conversations and greater confidence in their decisions.
64Plus helps brokers and advisors educate more clients, answer routine Medicare questions around the clock, and stay engaged with prospects throughout the decision-making process. By automating education and frequently asked questions, you can spend more time providing personalized advice and serving more clients.
Yes. 64Plus is designed to complement—not replace—your advisory services. It can educate clients before appointments, reinforce key concepts after meetings, and provide ongoing Medicare guidance, allowing you to focus on personalized recommendations and enrollment assistance.
Yes. 64Plus uses industry-standard security practices to protect client information and does not sell personal data. Clients control the information they choose to share, and sensitive payment information is securely processed through trusted providers.
Yes. 64Plus offers solutions that can be tailored to your agency's branding, educational materials, and client engagement strategy. Depending on your subscription, you may also have options for personalized content, custom resources, and white-label experiences.