Most CRMs store contacts. Anviik reads your statements, watches your book through AEP, and turns what you say after a visit into notes, so the work that used to fill your evenings is already done.
30 days on Pro. No card.
Upload each carrier's statement. Every line is read, matched to a policy and checked against last month. Missing payments and chargebacks rise to the top.
Record a memo in the car. New medications, doctors and the next appointment come back as drafts with the words you said.
Enter carrier notices as they arrive: plans ending, premiums changing, drugs moving tiers. Anviik flags the clients each one touches.
Every client's plan and medications are checked against next year. Your book is ranked by who's affected most, with the reason.
Work the list from the top. Calls, texts and booking links in one place, with scope of appointment handled before the visit.
Upload enrollment files and new policies become drafts on the right clients. Duplicates are caught before they reach your book.
Every screen uses the same two colors from the logo, so a glance tells you whether anything needs your attention.
One screen of what needs you, biggest first: a missing payment, a plan ending, drafts to approve, appointments and follow-ups.
Statements from any carrier, read and matched to policies. Filter by paid, needs attention or chargeback, and see the dollars at stake.
Next year's plans and formularies checked against every client, with carrier notices counted before CMS publishes.
A quick memo or a whole recorded visit becomes drafts for medications, doctors, notes and next steps, waiting for one tap.
A business number with calls and texts tied to each client, booking links on your calendar, and an AI receptionist that answers when you can't.
Birthday emails written for you and client newsletters ready to send, so clients hear from you between enrollment seasons.
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.
See plansScope of appointment with a locked record, TPMO disclaimer tracking, and recordings kept as long as the rules require. Your whole book exports in one click.
How we protect client data30 days on Pro, no card. Bring your export and we'll help you import it.