Imperium is the Agency Management Operating System for Medicare FMOs, agencies, and producer teams — one source of truth for contracting, hierarchy, ready-to-sell, compliance, and retention. Know where every contract stands and where revenue is leaking, before it's gone.
From spreadsheet chaos to one HQ.
Built for every layer of the Medicare distribution hierarchy.
Manage agencies, downlines, carrier alignment, compliance, and book-of-business visibility from one HQ.
See the workflowsOrganize producers, contracting, ready-to-sell, retention, tickets, and onboarding — without living in spreadsheets.
See the workflowsSee what you can sell, where you stand, what needs action, and where to go next — no portal-hopping, no chasing emails.
See the workflowsSix workflows that run your whole operation.
Know exactly who is ready to sell — per carrier and state — and what is blocking production. Every contract moves through one tracked pipeline, from request to ready-to-sell.
Every agency, agent, upline, downline, and appointment in one always-accurate picture that stays in sync with your carriers.
New agents go from invite to producing fast — a guided path, e-signed agreements, and built-in training, without the email chase.
Track complaints, CTMs, and marketing reviews from intake to resolution — deadlines, owners, evidence, and an audit-ready record.
A complete, always-current view of every client — with early warning on who is most likely to leave and a workflow to keep them.
Ask about your book, your pipeline, your readiness. Every answer is scoped to exactly what that user is allowed to see.
And the Operational Layer Around Them
One click to every carrier portal and licensing tool — your logins are never stored.
Carrier and market insights kept current, so producers know where the opportunities are.
Connects to the carrier and industry platforms you already use — no manual re-keying.
Install Imperium on your phone — producers carry their book, readiness, and quick actions into the field.
Granular, role-based access and modern sign-in security across every screen.
A built-in help center, guides, and a support desk with routing — help lives inside the product.
Real screens — contracting, your AI assistant, compliance, carrier access, and the support behind it.
The agencies that win in Medicare aren't the ones with the most agents — they're the ones who never lose track of them.
Every disconnected spreadsheet is a missed renewal, a lapsed appointment, or a producer who quietly drifts to another upline. As CMS scrutiny tightens and margins compress, “good enough” back-office tooling bleeds revenue and exposes you to risk you can't even see. Getting organized isn't a nicety — it's the difference between an agency that scales and one that leaks.
A level playing field for the independent.
For years, the national carriers and the biggest FMOs have had enterprise systems. The independent agencies — and the producers who actually power this industry — have been left with portals, PDFs, and prayer. We built Imperium to close that gap: to put the same control over your book, your hierarchy, and your compliance that the giants take for granted into the hands of every agency, no matter its size.
One system of record — built from your real data.
Imperium replaces the tangle of portals, spreadsheets, and inboxes with a single source of truth. Contracting, hierarchy, ready-to-sell, compliance, and retention live in one place — always current, always scoped to whoever's looking. Not another CRM to maintain — the agency management operating system you always needed.
Built for a business where trust is the product.
Imperium is designed with HIPAA-aligned safeguards: role-based access, PHI masking, audit logging, and least-privilege visibility — on by default, not bolted on.
From spreadsheet chaos to your HQ.
Agents, agencies, carrier appointments, and book of business come in from the files and feeds you already have.
Contracting stages, readiness rules, compliance steps, permission levels, and agency structure — set up to match how you operate.
Admins, agency users, and producers get scoped access with guided onboarding, e-signed agreements, and built-in training.
Readiness, contracting, compliance, and retention — tracked in one system instead of twelve tabs.
Imperium started the way the best tools do — out of frustration.
Running a Medicare agency meant stitching together a dozen carrier portals, exporting spreadsheets that were stale the moment they were saved, and chasing contracting statuses by email. So we built the system we wished existed — first for our own agency, then for the industry. Every feature traces back to a real problem an operator actually faced. That's why Imperium fits the way agencies actually work.
Pricing that scales with your agency.
Pricing depends on agency size, carrier footprint, implementation scope, and white-label needs — no bloated seats you don't use, no enterprise tax for being independent.
For an agency getting organized.
Best for 1–25 agents
For FMOs managing a downline.
Best for 25–250+ agents
Your brand, your dedicated environment.
Best for large FMOs & IMOs
Not sure where you fit? Get a 15-minute pricing fit check →
Tell us what hurts most and we'll show you exactly how Imperium takes it off your plate.