The CRM for independent Medicare agents. Anviik reads your commission statements, ranks your book for AEP and turns voice memos into notes, then shows you the few things that need you.
Opening January 2027. Join the waitlist for 30 days on Pro, no card, and a shot at founding pricing.
Statements read and matched. Forms signed and locked. Birthday emails written. Notes typed from your voice memos. You don't have to look.
A missing payment, a plan ending, a client whose drug moved tiers, drafts to approve. Only the things worth your time, biggest first.
Where agents lose money
Carriers miss months and charge back without a word. Statements pile up because reading them takes hours.
A plan ends or a drug moves tiers, and someone else calls your client first with a bigger grocery card.
Meds, doctors, notes and follow-ups after every visit, retyped from memory and a napkin.
Keep every client
The day next year's CMS data lands, Anviik checks every client's plan and medications and ranks your book by who's affected most, with the reason.
Catch every dollar
Upload any carrier's statement as it comes. Every line is read, matched to a policy and checked against last month, so the missing ones float to the top.
Get your evenings back
Record a quick memo or a whole visit. New medications, doctors and the next appointment come back as drafts, each with the words you said, waiting for one tap.
Most CRMs store contacts. Anviik knows what a Medicare agent does in January, in August and in the middle of AEP.
Import from GoHighLevel, AgencyBloc or a spreadsheet. Duplicates are caught, and you can undo the import for a day. Or upload the file and tap Import help, and we'll do it for you.
Your data stays yours: export your whole book any time, in one click.
Scope of appointment with a locked record, TPMO disclaimer tracking, and recordings kept as long as the rules require. Built on HIPAA-eligible services with signed BAAs, with sign-in protected by an authenticator app.
How Anviik protects your clientsWhy Anviik exists
I built Anviik after years of watching independent Medicare agents work their season up close: the statements nobody had time to check, the AEP calls, the notes typed at night. Every feature came from that.
Chase Brown, founder
Running an agency or an FMO? See agency plans
No. You get 30 days on Pro. Choose a plan when you're ready.
Yes. Upload the export, check the preview, and import. Duplicates are caught and notes are kept as written.
No. Keep quoting where you quote today. Anviik keeps your clients, their medications and doctors ready to copy in.
You do. Export your whole book at any time, and take it with you if you leave.
[Answer once national plan data ships]