The Agency Management Operating System
Not a CRM you feed.
Imperium assembles itself from your enrollment and carrier data — the book, the hierarchy, the risk flags build themselves. One source of truth for contracting, hierarchy, ready-to-sell (RTS), compliance, and retention.
- RTS visibility across 13+ carriers
- Role-based access · PHI masking · audit trails
- Contracting → compliance → retention in one system
- Built by Medicare operators — not a generic CRM
The Problem
From spreadsheet chaos to one HQ.
What It Does
Six workflows that run your whole operation.
Contracting & RTS HQ
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.
Hierarchy & Carrier Alignment
Every agency, agent, upline, downline, and appointment in one always-accurate picture that stays in sync with your carriers.
Guided Onboarding & Activation
New agents go from invite to producing fast — a guided path, e-signed agreements, and built-in training, without the email chase.
Compliance & CTM Management
Track complaints, CTMs, and marketing reviews from intake to resolution — deadlines, owners, evidence, and an audit-ready record.
Book of Business & Retention
A complete, always-current view of every client — with early warning on who is most likely to leave and a workflow to keep them.
Built-In AI Assistant
Ask about your book, your pipeline, your readiness. Every answer is scoped to exactly what that user is allowed to see.
Watch It Assemble
Readiness, resolving itself.
| Agent | Carrier | Status |
|---|---|---|
| M. Alvarez | UnitedHealthcare | Ready |
| J. Okafor | Aetna | Ready |
| R. Whitfield | Humana | Ready |
| D. Tran | Cigna | Ready |
| S. Castillo | WellCare | 1 blocker — cert |
| K. Brooks | Aetna | Ready |
| L. Nguyen | Devoted | Ready |
38 agents not RTS · 21 days to AEP — the pre-AEP cockpit. Example data.
A Look Inside
The real product, not a promise.
Contracting Pipeline
Every contract in one tracked pipeline — from request to ready-to-sell.
- Stage, carrier, and days-in-stage on every card
- See exactly what is blocking ready-to-sell
- Full history from submission to approval
Built-In AI Assistant
Ask anything about your book — answers scoped to each user.
- “Who is not ready to sell for Aetna?”
- “Which clients are at risk this month?”
- Scoped to each user’s permissions
Agency & Hierarchy
Every agency, its downline, and its carrier standing at a glance.
- Downline, alignment, and appointments in one view
- Contracting requests and tickets in context
- Carrier-by-carrier readiness per agency
Complaint & CTM Tracking
Every complaint and CTM tracked to resolution, audit-ready.
- Status, category, and outcome per case
- Deadlines and acknowledgment tracking
- A record built for carrier and CMS scrutiny
Carrier Launchpad
One click to every carrier portal and licensing tool.
- Broker portals plus licensing, certification, and contracting tools
- Your carrier logins are never stored
- New carriers added as your lineup grows
Help & Training
Guides and downloadable PDFs, built into the product.
- Role-specific guides for admins, agencies, and producers
- Searchable how-tos with PDF downloads
- Training lives where the work happens
And Everything Around It
The operational layer, included.
Carrier Launchpad
One click to every carrier portal and licensing tool — your logins are never stored.
Market & Sales Intelligence
Carrier and market insights kept current, so producers know where the opportunities are.
Integrations
Brings in data from the carrier and industry platforms you already use — no manual re-keying.
Mobile-Ready
Install Imperium on your phone — producers carry their book, readiness, and quick actions into the field.
Permissions & Security
Granular, role-based access and modern sign-in security across every screen.
Support & Training
A built-in help center, guides, and a support desk with routing — help lives inside the product.
Who It’s For
Built for every layer of the hierarchy.
For FMOs
Manage agencies, downlines, carrier alignment, compliance, and book-of-business visibility from one HQ.
For Agencies
Organize producers, contracting, ready-to-sell, retention, tickets, and onboarding — without living in spreadsheets.
For Producers
See what you can sell, where you stand, what needs action, and where to go next — no portal-hopping, no chasing emails.
The industry has tools for selling plans and portals for enrolling members. Running the operation itself still lives in spreadsheets and email threads. Imperium is the operations spine that closes that gap — for agencies large and small.
Getting Started
Four steps to one source of truth.
Import your existing data
Agents, agencies, carrier appointments, and book of business come in from the files and feeds you already have.
Map your workflows
Contracting stages, readiness rules, compliance steps, permission levels, and agency structure — set up to match how you operate.
Launch your team
Admins, agency users, and producers get scoped access with guided onboarding, e-signed agreements, and built-in training.
Operate from one source of truth
Readiness, contracting, compliance, and retention — tracked in one system instead of twelve tabs.
Security
Built for PHI from day one.
- Role-based access — everyone sees exactly what they should, nothing more
- PHI masked by default, with access audited
- A tamper-evident record of every action
Pricing
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.
Single Agency
For an agency getting organized.
Best for 1–25 agents
- Contracting & ready-to-sell
- Hierarchy & book of business
- Compliance essentials
- Built-in AI assistant
Growing FMO
RecommendedFor FMOs managing a downline.
Best for 25–250+ agents
- Everything in Single Agency
- Multi-agency hierarchy
- Market & sales intelligence
- Full compliance case management
- Integrations
Enterprise / White-Label
Your brand, your dedicated environment.
Best for large FMOs & IMOs
- Everything in Growing FMO
- Dedicated, isolated deployment
- White-label branding
- Priority implementation & support
White-Label
Your agents see your brand. Imperium runs underneath.
Flip one switch and the whole instance wears your brand — your logo, your colors, your domain.
Request a Demo
See your operation in Imperium.
A working session with the operators who built it — bring your carrier lineup and your messiest spreadsheet.