CRM Preview
A lightweight, HIPAA-ready CRM for health insurance agents — track clients, calls, transcripts, and plan history in one secure workspace.
Seamlessly use our plugin inside the CRM you already love.
Coming Soon:
Even More Ways to Boost Agent Productivity
🔒 HIPAA-secure client profiles
📊 Plan recommendation history
🤖 AI-generated follow-up tasks
📞 Call transcripts with approvals
🧾 Native Salesforce & HubSpot integration
The U.S. health insurance market is a $1.3 trillion industry, with over 1 million licensed agents. Technology adoption is still low and compliance challenges create barriers for many new entrants.
Scopo Health solves this with a ready-to-scale, API-driven platform that integrates with the CRMs agents already use.
Scopo Health helps licensed agents quickly find the right plan, manage clients, and keep all PHI secure — all in one streamlined dashboard.