Transparent
Clients see why each plan ranks.
For RIAs, CPAs & elder law
Medicare planning for your clients — without commission bias.
Deliver a white-labeled, cited report under your brand. We never sell your client list.
Sound familiar?
Clients ask about Medicare and you legally cannot recommend plans
Referring to a "free" agent means unknown commission steering
No written artifact to file in the client record
Medicaid planning fails when Medicare is set up wrong first
What you get
White-label reports your clients can trust — and you can file.
- Branded Medicare Planning Report (your logo, your relationship)
- MA vs Original + Medigap + Part D with real drug and doctor checks
- QMB / Extra Help screening — often saves clients thousands per year
- Human-reviewed, dated network verification
- Optional enrollment by licensed advisor — client chooses
Pilot pricing
- 5 reports / 30 days
- Free pilot
- Per report (ongoing)
- $75–150
- Firm subscription
- $199–399/mo
Fee-only analyst tier planned for 2027 — zero commission on analyzed policies.
Firewall
Insurance and clinical paths separated.
No steering
Same commission regardless of carrier.
15-minute intro this week?
We will walk through a redacted sample report and your referral workflow.
hello@unihealth.one