Features
One platform. The whole independent-agent workflow.
Capture verified intake. Stay compliant. Sync your CRM. Grow your agency. Every step of the Medicare workflow lives in ClientKeep.
Capture clean intake the first time.
One secure link replaces the paper form, the screenshot, and the follow-up phone call. Clients fill it in on their phone — and the data comes back verified.
Verified intake
Real data, the first time.
Clients pick their doctors, hospitals, pharmacies, and medications from a verified database — no free text, no typos, no guesswork.
- Typeahead search across millions of CMS-sourced records
- "Can't find it" flag routes anything unusual to you for review
- Mobile-first form built for clients 65+: large touch targets, plain language
- Identity verification with last name and date of birth — no client password
Stay compliant without thinking about it.
Scope of Appointment, Permission to Contact, privacy-policy acknowledgment, and disclaimers are captured right in the workflow.
SOA & PTC compliance
Compliance, captured in the workflow.
Scope of Appointment and Permission to Contact are CMS-aligned, e-signed, and saved with the client record, valid for 12 months.
- CMS-aligned SOA template
- Permission to Contact with timestamp + signature
- Privacy-policy acknowledgment and versioning
- Required marketing disclaimers on client-facing communications
Audit log
Visibility you can produce on demand.
See your agency's activity at a glance — and prove what happened, when, if it ever matters.
- Tamper-evident log of key actions
- Date-bounded filters for AEP, SEP, and renewals
- Activity dashboard for clients, invites, and submissions
- Export-friendly records
Audit log
Built in. Not bolted on.
Keep your CRM in sync — automatically.
Verified intake writes back to your existing CRM. No double entry. No copy-paste. No spreadsheets between systems.
CRM sync
LiveYour CRM, kept in sync — automatically.
ClientKeep connects to your CRM. Verified data writes back to the matching contact. Send invite links by text from your CRM workflow.
- Secure connection — no manual mapping
- Verified doctors, hospitals, pharmacies, and medications written to your CRM contact
- Two-way contact sync (your CRM stays the source of truth for identity)
- Send intake-invite links by text message through your CRM
CRM sync
Built in. Not bolted on.
Run it like an agency — even if it's just you.
Your brand on every touchpoint. A real workspace for your book. Roles for the team you have today (or hire tomorrow).
Agency branding
Your brand, on every client touchpoint.
Your agency logo on every client form and email. Polished and professional without hiring a team to build it.
- Logo upload (PNG or SVG)
- Branded intake forms and invite emails
- Agency display name and contact details on client communications
- Reflects your color identity on the form header
Agency branding
Built in. Not bolted on.
Client list & bulk actions
A real workspace for a real book.
Search, filter, and act on your whole list — not just one client at a time.
- Searchable, filterable client list with status badges
- Bulk import from your connected CRM (filter by tag) or by file
- Resend invites in bulk; regenerate expired links
- Open any client to see verified data and submission history
Client list & bulk actions
Built in. Not bolted on.
Team & roles
Admin, Agent, Staff — set up in seconds.
Invite your team with the right visibility for the role they actually play.
- Admins see all clients across the agency
- Agents see their assigned clients
- Staff can view clients and handle the paperwork for the agents they support
- Invite by email; roles change anytime
Team & roles
Built in. Not bolted on.