For Independent Medicare Agents
Built by an agent who does it. ClientKeep by Senior Simple launches June 14, 2026 — and the first 100 agents on the waitlist become Founding Members.
100 Founding Member spots. No spam. We'll email once before launch and once at launch.
The work you actually do
Client data scattered across spreadsheets, paper intake forms, and your own memory. Plan shopping done in spreadsheets or skipped entirely. Renewals tracked on calendars and sticky notes. Compliance kept up with through sheer effort. A back office that's just you.
The constant low-grade fear
that something is being missed — an SOA window, a drug-list change, a CMS update, a client who quietly disenrolled.
The exhaustion
of being agent, admin, and IT all at once.
The resentment
that growing the practice is the thing that costs the most.
The agents who actually show up for seniors shouldn't have worse tools than the carriers they sell against.
The plan
Engineered specifically for Medicare distribution — not a generic CRM with a Medicare bolt-on.
01
Clients, plans, renewals, and notes — together in one place. Move from spreadsheets or another platform in minutes, not weeks. Intelligent annual refresh keeps the book current without retraining seniors to re-enter the same information every year.
02
Plan shopping across the full Medicare landscape, with savings comparisons that close enrollments. Provider and medication lookups that actually verify. No more bouncing between carrier portals to build a quote.
03
SOA tracking, recording, and the documentation trail CMS expects — handled in the workflow, not bolted on after the fact. Guardrails that catch problems before they become violations.
04
Built alongside a Medicare agent running a real book of business. Every workflow has been pressure-tested against the realities of AEP, drug-list changes, and a senior on the other end of the appointment.
Founding Member Program
We're building ClientKeep with input from agents who sign on early. Founding Members get the tools first, help shape what comes next, and lock in the rate they joined at.
The rate you join at is the rate you keep. No annual increases for the life of the account.
Get into ClientKeep ahead of June 14 and shape the workflows before everyone else.
Named contact during onboarding and the first year. We answer the phone.
Limited to 100. After that, Founding Member spots close permanently.
Who's building this
ClientKeep is built by a team that pairs deep Medicare distribution experience with the engineering chops to do something about it. We've sat in the seat. We've worked the AEP weeks. We've seen what the carriers' portals do to an independent agency's margins. And we've watched the existing software collect data it can't use.
Senior Simple was founded to fix that — quietly, accurately, and on the agent's side of the table.
Join the waitlist
A few quick questions. We'll email you once before launch and once when ClientKeep goes live on June 14.
