PURL

Still doing manual data entry for all your Medicare and ACA Clients? This is why your book of business can't grow

PURL is your automated assistant built to help relieve Medicare & ACA agents workflow, that costs them so much time. Gather and update client information automatically. Have your Medicare quotes done for you. Stay organized and finally have time to sell and build your business.

PURL Isn't Just a tool. It's the assistant you always wanted.

Send your custom PURL link by text or email, and the client will fill out everything needed for you to quote the plan-securely before you pick up the phone.

PURL builds or updates your customer RX lists, favorite pharmacies, providers & specialist, hospitals, current coverages and more.
Send PURL to new or existing clients. You can even use PURL to prospect on social media ads.
Once your client finishes the PURL questionnaire and submits it, sends you a notification via text, email and system alert that it has been received.
PURL then goes to work for you building or updating the customer information in the Search & Save CRM, RX lists, pharmacies, providers and specialist, hospitals and more.
No more manual data entry or double work
Everything stays in one place–PURL is integrated with the Search & Save Medicare/ACA system.

Start Saving Time Today!

You can keep duct taping systems...or use one built for agents

Compare Search & Save to the tools that slow you down, double your work and don’t provide accurate data or access to all carrier plans.

Book a Demo today!

What Agents Say After Using PURL

"Last AEP was the easiest AEP for me. A big part of that was my use of PURL. Thank you!"

Laura C

Agent

"PURL is vital for the independent Agent. Thank you for this!"

Chuck L

Agent

"The PURL is an essential tool for any Agent looking to build their book of business."

Jeff D.

Agent

You're 3 Steps Away From Breathing Easier

We’ll import your current book of business for you. You don’t even have to copy/paste.

You Got Into This Business To Help People. Not Lose Sleep Over it.

It’s 7pm. You’re still at your desk. Three clients haven’t sent their info. Another just ghosted. You’re staring at your spreadsheet, wondering what you forgot today.

PURL was built for that moment.

PURL gives you

Time to follow up without scrambling
Trust that nothing is slipping through
Space to scale–or just breathe
A way to survive AEP without losing your mind

You deserve more than just working nights, missing dinners, and trying to remember who still hasn’t sent their drug list.

With PURL, you finally get a system built around how agents actually work.

Still Have Questions? Lets Clear Them Up.

Is this complicated to set up?

Not at all. If you can copy and paste a link, and click a few buttons, you're good to go. We can even create your PURL for you!

Where does all the info go after my client enters it in?

It goes right back into the Search & Save system. PURL is fully integrated. Use your PURL link to send to NEW clients. OR use the PURL icon within the Search & Save system. PURL gathers or updates your clients RX's, Pharmacies, Providers, Hospitals, and more year-round. It's especially helpful during AEP, and ACA OEP seasons.

Does my client see the information they've entered into the PURL?

No. You receive the information back into the Search & Save system. You'll be notified via text, email and within Search & Save that your client has completed PURL.

Is my client data safe?

Yes! We are HIPAA, SOC2, and PCI compliant. The PURL questionnaire meets all CMS compliance requirements and regulations to use with customers.

Does PURL cost extra with the Search & Save system?

No! PURL is INCLUDED in the monthly subscription price! Agency plans or individual plans, each Agent has access to their own PURL!

Does PURL work with other CRMs?

No. PURL is exclusive to the Search & Save CRM/Medicare ACA quoting system.

You Don't Need to Work Harder. You just need PURL.

You can keep duct taping spreadsheets, or you can use the tool agents are calling their secret weapon.

Start your FREE trial. OR book a demo. Either way—don’t go through another AEP without PURL.

PURL

Still doing manual data entry for all your Medicare and ACA Clients? This is why your book of business can't grow

PURL is your automated assistant built to help relieve Medicare & ACA agents workflow, that costs them so much time. Gather and update client information automatically. Have your Medicare quotes done for you. Stay organized and finally have time to sell and build your business.