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Grow your Medicare business with our CRM and Quoting tool!

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(800) 283-0040


The affordable CRM

See why thousands of agents choose Search and Save as the affordable CRM solution to their life and health business!

CRM + Quote

Use as a stand alone CRM or Quote MA, MAPD, PDP, and Ancillary Medicare plans PLUS CRM!


We will never mine, sell or share your data with anyone, EVER. 


We are HIPPA, SOC and PCI compliant.

Adding + Sharing

Add agents, or admins with ease. Control your client lists and who in your office sees them.

Key Features

Features Paid Subscription
Import or export using CSV or xlxs files
Live support, and video tutorials
Email workflow
Add agents, share lists
Incoming phone lines, audio recording, screen sharing, and ESOA
Quote MAPD, MA, Med Sup, PDP and Ancillary
Drug, Pharmacy and Facility Search


The Search and Save CRM is perfect for the independent agent, or small agency.  Interested in white label? Click here

  • Single User
    • $ 25 Monthly
Most Popular
  • 2-5 Users
    • $ 50 Monthly
  • 6-9 Users
    • $ 75 Monthly
  • 10-19 Users
    • $ 150 Monthly

Check out our CRM demo here:


We have a live support team to help you with all your questions about the system. Simply submit a ticket, send an email or give us a call and we’ll be happy to help. Don’t forget to check out all of our great tutorial videos, webinars, and demonstrations!




Our office hours are Monday – Friday 9am-5pm EST

What Are You Waiting For?

Start your 30 FREE trial today! No credit card needed. 

Want to manage 1000 or more clients or grow your book to 1000, you need this tool.

Search And Save
Jeff M.

Couldn't be happier with my decision to use your platform and you are continually improving what is already great!

Search And Save
Scott M.

I started with Search & Save last AEP. It totally changed my business! Made it so much easier! Due to having the clients information at my fingertips 24/7!

Search And Save
Buxton Ins