Build the comparison
Start with Medicare, PDP, Medigap, ACA, dental, or ancillary options and keep the plan story in one workspace.
Silverpath Proposal Engine
A proposal-first platform Medicare agents can sell from now.
Build the plan comparison, package the recommendation, and share a client-ready proposal without selling a phone system, AI suite, or full agency rollout before those pieces are ready.
Real product screenshotsLive sample routesProposal + client workspace only
Proposal-first workflow
From comparison to follow-up, with the product proof right there.
Keep the client conversation anchored around the plan comparison, the recommendation, and the next action instead of scattering details across tabs, emails, and screenshots.
Package the recommendation
Turn selected plans into a polished client proposal with fit notes, pricing basis, TPMO language, and clear next steps.
Send and follow up
Share the branded proposal link, see engagement, and keep the next action tied to the client record.
Launch package
What the page can truthfully sell today.
Agents start with sharper proposal delivery, then add the client workspace when profiles, health details, documents, and follow-up need a durable home. No invented dashboard story required.
Current buildSample proposalLive plan browserClient workspace
Proposal tool, live now
- Proposal builder for Medicare and ACA conversations
- Client-ready plan comparison and recommendation pages
- Reusable proposal links with engagement tracking
- TPMO, SOA, and compliance-aware presentation surfaces
- Plan data provenance and honest verification labels
- Email-ready send flow for fast follow-up
Client workspace add-on
- Client profile workspace
- Doctors, medications, documents, and coverage notes
- Client portal access for updates and shared materials
- Follow-up history connected to proposal activity
Simple individual pricing
A small product ladder buyers can understand fast.
Start with the proposal lane that fits your volume, then add the client workspace when profiles, documents, and follow-up should stay attached to the conversation.
Proposal Starter
$49/mo
For agents who want to create polished proposals without buying the full platform story.
- Proposal builder
- Client-ready links
- Core plan comparison workflow
- Basic proposal tracking
Proposal Pro
Best launch fit$129/mo
The recommended launch package for active agents who want proposals to become their weekly sales workflow.
- Everything in Starter
- More complete review/send flow
- Saved proposal history
- Best fit for active producers
Client Add-on
+$29/mo
Attach the client workspace when profiles, health details, documents, and follow-up need a home.
- Client command center
- Doctors and medications
- Documents and coverage notes
- Client portal access
Best added after the proposal workflow becomes the source of truth.
Built for clarity
A focused offer today, with room to grow.
Early customers see the exact launch boundary: proposal workflow first, client workspace as the add-on, and larger operating-system modules kept off the sales page until they are ready to carry their own weight.
Ready today
- Proposal engine
- Live sample proposal route
- Client workspace add-on
- Self-serve individual access
Roadmap later
- Phone system and dialer integrations
- AI assistant and automation suite
- Full agency operating system rollout
- Custom enterprise implementation
Start with the proposal workflow
Put a sharper client proposal in front of every review.
Give agents a cleaner way to compare, recommend, send, and follow up. The client workspace adds continuity without forcing a full platform rollout on day one.