45-second tour

Silver Path, in four real product moments.

From branded agency entry to client-ready review to secure portal — every page below is a live production route, not a rendered mock. Scroll once and you'll see the full flow.

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Click any frame to open the real page. No mockups, no staged dashboards — same domain, same data, same code clients see.
4 stepsbranded entry to secure follow-through
Under 60 secondsshort enough for a first visit
Live product pagesevery shot comes from production
Live preview
Client deliveryBranded proposal, summary, and follow-up in one flow
Ready to send
Annual review packetBuilt from live plans, provider match, and client history
Client-ready packetMary Thompson - 2026 Medicare annual reviewScottsdale, AZ - comparison, cost summary, doctor match, and next-step note already packaged.
3 min build
SSilver Path Agents
Coverage recommendation
Best-fit option$0 premium HMO
Doctors
Drug costs
Network fit
Client summaryPortal linkAudit logged
Doctor check4 of 4 matched
Drug costs$164/mo lower
Client summaryPlain-English note added
ComplianceSOA + TPMO attached
What the client gets
  • Branded recommendation page with the best-fit plan up front
  • Short summary ready for email, text, and the client portal
  • Signed scope, disclosures, and a booking link for next steps
Professional delivery, already buttoned upScope attached, disclosures in place, every send logged, and a portal review link ready if the client wants to look later.
Compliant
3 minBuild time
4Delivery paths
1 clickLogged to CRM
Fresh from live carrier data - updated 12s ago
Inside the workspaceMitch ranks who to call, drafts the open, files the SOA — so the agent runs the conversation, not the software.
The flow

The shopper's path — four real pages.

Branded entry, live plan browser, send-ready review, and secure portal. Same sequence a real client moves through, same code your team would run.

Under 60 seconds end to end
Every frame from a production route
Same order your clients will experience
01/agency/silver-path

The branded front door clients actually land on.

Licensed team, public booking, and shared reviews on one domain. Same branding from first click through enrollment — no generic quote funnel, no redirect into a separate call-center form.

Meet-the-team directory with bios and licensing
Public booking open 24/7, compliant by default
Same URL clients return to after they enroll
What this isA real public storefront that replaces the old 'call for a quote' pattern.
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The branded front door clients actually land on.
02/plans?agency=silver-path&planType=advantage&zip=85001&demo=live

The live plan browser, preloaded with context.

Medicare, ACA, supplements, and ancillary — every product line on one page with live rates from QuotIt and CSG. ZIP, doctors, and medications stay attached all the way through the review.

All 10 product lines on one search
Doctor and drug match scoring per plan
Licensed-review panel always within reach
What this isThe real quoter an advisor would use — not a static marketing demo.
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The live plan browser, preloaded with context.
03/proposal/9d581668553c7328

The send-ready review with match scores and tracking.

Side-by-side plan comparison, match scores, copay detail, and drug coverage — in a format an advisor can send, present, and track in real time. Opens, scroll depth, and view time all come back to the dashboard.

Present full-screen, print, or email in one click
Live tracking of opens, scrolls, and view time
Branded PDF export for compliance archives
What this isWhere Silver Path starts to feel truly premium.
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The send-ready review with match scores and tracking.
04/client-portal

The secure portal clients return to every year.

Signed SOAs, coverage cards, uploaded documents, and a direct message thread with the advisor — all in one branded portal. It looks like the same agency because it is.

Signed Scope of Appointment always on file
Secure uploads for cards, EOBs, and claims
Message thread with full history per client
What this isThe follow-through that turns one enrollment into a multi-year relationship.
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The secure portal clients return to every year.
Next step

Seen enough? Try it with your own data.

The 30-day trial spins up a full agency workspace — quoting, AI, compliance, and client portal included. No credit card, no sales call required.

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