ConnectureDRX PlanCompare review for insurance agents: pricing, carriers and features
ConnectureDRX PlanCompare compares Medicare Advantage, Part D, Medicare Supplement and ancillary plans using a client's drugs, pharmacies and doctors. Agents can then enroll the client or send a link to finish online.
Single agents subscribe to Edge for Agents at $100 a month. Agencies, FMOs, call centers and health plans buy Edge or ONE on a quoted agreement.
- Best for
- Medicare agents who want plan comparison, drug and doctor lookup and enrollment in one tool
- Lines
- Medicare Advantage, Part D, Medicare Supplement, dental, vision, hearing and hospital indemnity
- Price
- $100 an agent per month for Edge for Agents. Agency and enterprise plans are quoted
- How you get it
- Subscribe as an agent, or through your FMO, agency or a health plan
- Carriers
- 135 on the carrier map. Edge for Agents covers 90+
- Applications
- Online Medicare enrollment where the carrier allows it
- Website quoter
- Yes, personal shopping links tied to you
Our take
PlanCompare suits a Medicare agent who wants drug and doctor lookup, plan comparison, enrollment and call recording under one login. It also scales up to call centers and FMOs on ONE.
A single agent can buy it directly, which keeps the account yours if you change uplines. The price is published, but the contract runs a full year with no refunds.
Check the carrier map first. Some carriers are view-only, so you can show their plans but not enroll in them.
Pros
- Published price for a single agent, $100 a month
- Drug, pharmacy and doctor lookup with a Medicare.gov drug list import
- Call recording on every plan
- Personal shopping links that credit enrollments to you
- Two-way AgencyBloc sync that adds the policy after enrollment
- Plan data comes straight from the carriers
Cons
- One-year minimum with no refunds
- Some carriers are view-only, with no enrollment
- Client data access ends when the subscription ends
- CRM connections cost extra, billed by the CRM company
- No mobile app
Plans and pricing
| Plan | Price | Billed | What it adds |
|---|---|---|---|
| PlanCompare ONEHealth plans, FMOs, large agencies and call centers | Quote only | By agreement | Hosted and API delivery, single sign-on, DocuSign for Medigap and ancillary apps and the Wren AI phone assistant |
| PlanCompare EdgeSmall and midsize agencies | Quote only | By agreement | Agent administration and hosted consumer pages |
| Edge for AgentsOne agent buying directlyFor a single agent | $100 | Monthly, quarterly or yearly | Quoting, comparison, enrollment, call recording and personal shopping links |
Price per agent each month, as of October 2026, from the Edge for Agents order form. Quarterly and yearly billing are discounted. Every term has a one-year minimum.
What it would cost you
Cost per month
First-year cost
Cost per client quoted
Uses the monthly list price in the table, and prepaying lowers it. Each agent needs a separate subscription.
Good to know before you buy
- The AgencyBloc and Medicare PRO CRM connections need their own licenses, billed by those companies.
- RetireFlo comes with Edge for Agents at no extra charge, using a discount code.
- Active Analytics is included for AEP 2027 on Edge for Agents. On sponsor plans it follows what your upline buys.
- Fees are paid up front, and canceling early still leaves the rest of the year due.
Which plan has it
| Feature | ONE | Edge | Edge for Agents |
|---|---|---|---|
| Plan comparison and quoting | |||
| Online enrollment | |||
| Agent call recording | |||
| Consumer shopping pages | |||
| Agent administration | |||
| Bought by one agent |
Access and contracting
- How you get it
- Subscribe online with your NPN and a card, or through your FMO, agency or a health plan
- Who pays
- You on Edge for Agents. The sponsor on ONE and Edge
- What you need first
- Your NPN and the carrier selling permissions for each plan
- If you leave your upline
- Sponsor plans set what you keep. A direct subscription stays yours
A sponsor's account isn't yours. If your FMO or agency pays for PlanCompare, leaving it can end your access to clients, SOAs and shopping links. A direct Edge for Agents subscription avoids that.
Carriers, products and states
| Product | Type | Lines | Built for |
|---|---|---|---|
| PlanCompare ONE | Quote-and-enroll platform | Medicare Advantage, Part D, Medicare Supplement and ancillary | Health plans, FMOs and call centers |
| PlanCompare Edge | Quote-and-enroll platform | The same lines | Small and midsize agencies |
| PlanCompare Edge for Agents | Quote-and-enroll platform | The same lines | Single agents |
- Carriers
- 135
- Carrier list
- Edge for Agents carrier map
- States
- Each plan's own service area
- State list
- The carrier map filters by state, carrier and product
Connecture says its carrier map has 135 carriers, with 101 for Medicare Advantage, 67 for Medicare Supplement, 20 for Part D and 16 for ancillary, as of October 2026. Edge for Agents covers 90+. Each carrier is marked Quote and Enroll, External link or Shop and View Only.
Rates and underwriting
- Where rates come from
- Straight from participating carriers, plus CMS data
- Fixing a wrong rate
- Connecture support. Selling permission problems go to the carrier
Plan-fit tools
- Drug, pharmacy and doctor lookup
- Lower-cost drug alternatives
- Estimated total yearly cost
- Medicare and Medicaid eligibility checks
- Special Needs Plan filters
Client data it uses
- Prescriptions, typed in or imported from Medicare.gov
- Preferred pharmacies
- Doctors
- Plan preferences
Quotes and proposals
| Result | What it means for you |
|---|---|
| Plan comparison | Plans side by side on premium, drug costs and benefits |
| Quote only | A premium for a Medigap or ancillary plan |
| Estimate | Expected yearly costs. Final costs can differ |
- What you can send the client
- An email, a text or a link to continue online
A result doesn't confirm a doctor is in network, a drug is covered or that the carrier will accept the enrollment.
Applications and enrollment
- Where the application goes
- Online enrollment in PlanCompare, or a hand-off to the carrier's site
- Carriers with eApp
- Carriers marked Quote and Enroll on the carrier map
- What carries over
- Client details, drugs, pharmacies, doctors and preferences
- E-signature
- Voice, online, email or text signatures, depending on setup. DocuSign on ONE
BrokerLink sends enrollments to participating plans each day.
Medicare tools and compliance
- Scope of appointment
- Online, web, voice or paper, depending on setup. SOAs can be exported
- TPMO disclaimer
- Compliance tools are included. You still read the disclaimer aloud on the call
- Call recording
- Included on all three plans
- Drug and doctor lookup
- Yes, with a Medicare.gov drug list import
- Plan data source
- Participating carriers and CMS
- Enrollment
- Online, by carrier hand-off or by a link the client finishes
Plan rules require recordings to be kept for six years. Check how long your setup stores them and how you export them.
Website quoting and consent
Clients enter their drugs, pharmacy and doctors, compare plans and can enroll where the carrier allows it. Each personal link ties the shopping to you.
- Ways to add it
- Personal shopping links and hosted pages. API on ONE
- Your branding
- Private label on ONE and Edge for Agents
- Where leads go
- Activity on your personal link is credited to you
- Consent record
- SOAs are captured and exportable
- From plan
- All three plans
Integrations
| Connects to | Type | How | Direction | What it does |
|---|---|---|---|---|
| AgencyBloc AMS+ | Agency system | Built in | Both ways | Pulls in the client. After enrollment, adds the policy to AgencyBloc |
| Medicare PRO CRM | CRM | Built in | In | Fills the client profile |
| RetireFlo | Client intake | Built in | In | Brings in drugs, doctors and SOAs and creates contacts |
| Medicare.gov | Plan data | Import | In | Loads the client's drug list |
| BrokerLink | Carriers | Data network | Both ways | Gets plan data and sends enrollments to plans daily |
| DocuSign | E-signature | Built in | Out | Signatures for Medigap and ancillary apps on ONE |
The AgencyBloc and Medicare PRO CRM connections are licensed and billed by those companies.
Getting started
Watch a demo or subscribe
Edge for Agents shows a demo next to Subscribe Now.
Sign up with your NPN
Connecture emails a temporary password and your login link.
Check your carrier permissions
Connecture matches your NPN to carrier records. Fix any mismatch with the carrier.
Share your personal link
Send it to clients or put it on your website.
Run your first comparison
Enter drugs, pharmacies and doctors, then compare plans.
Support runs through a ticket system and a customer success team. Agencies on ONE and Edge get implementation help.
Mobile, users and security
Mobile
PlanCompare works in a phone or tablet browser. There's no app.
Users and security
- Single sign-on for PlanCompare ONE
- Admin tools on ONE and Edge
- Email identity check and two-factor login on PURL Plus
- Edge for Agents is for one agent
Contract and your data
- Term
- 12 months
- Renewal
- Renews on its own for another 12 months
- Notice
- 60 days. Connecture gives 90 days' notice of a price change
- Canceling
- In writing to the billing email. The rest of the term is still owed
- Refunds
- None. Fees are paid up front
- Your data when you leave
- Access to stored client data ends when the subscription ends
- Terms
- Edge for Agents order form
Order form read in October 2026. After you click cancel you have 30 days to reactivate before you're locked out, so export what you need first.
ConnectureDRX PlanCompare alternatives
- SunFireFree through FMOsMedicare quote and enroll, usually free through your FMO
- IntegrityCONNECTFree with contractingMedicare, ACA and life tools free with Integrity contracting
- CSG MarketAdvisorFrom $20/moMedigap and Medicare Advantage quotes with per-state pricing
- MedicareCopilot$149/seat/moMedicare quoting by subscription, with its own agent CRM
- Quotit$99/moMedicare, ACA and group quoting by monthly subscription
See every option in insurance quoting software.
Frequently asked questions
How much does ConnectureDRX PlanCompare cost?
Edge for Agents is $100 an agent per month, with a one-year minimum. Agency and enterprise plans are priced by quote.
Can I get PlanCompare without an FMO?
Yes. Edge for Agents is sold directly to agents with an NPN and a card.
Does PlanCompare quote my carriers in my state?
Check the Edge for Agents carrier map, which filters by state and carrier. It shows whether you can enroll in each carrier's plans or only view them.
Does PlanCompare handle the SOA and call recording?
Yes. It captures SOAs online, by voice or on paper. Every plan includes call recording.
Does PlanCompare connect to AgencyBloc?
Yes, both ways. After enrollment it adds the new policy to AgencyBloc, which needs its own AgencyBloc license.
Can I cancel PlanCompare and get a refund?
You can cancel in writing, but there are no refunds and the rest of the term is still owed.
How we researched this review. We based this review on the pricing, terms and product pages published by ConnectureDRX PlanCompare, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan ConnectureDRX PlanCompare quit selling or a contract term that reads different now, let us know and send the link to the page where ConnectureDRX PlanCompare has it. Somebody here pulls up that page and checks it before we change anything on ours.