MediMiner

Reduce Broker Chaos.Increase Broker Velocity.Never Miss an Opportunity.

Built specifically for Medicare brokers, MediMiner works alongside your existing tools and workflows to uncover opportunities, surface priorities, and help you move faster without sacrificing control.

Start in minutes. Work the way you already do.
MediMiner
May 14 – May 20, 2025
Dashboard
Leads
Opportunities
Workflows
Communications
Appointments
Callbacks
Reports
Settings
Immediate Action
4
Leads
View →
High Value
18
Leads
View →
Active
63
Leads
View →
Informational
12
Leads
View →
Opportunity Command Center
4
Immediate Action
18
High Value Leads
6
Callbacks Today
3
Appointments Today
Lead Lifecycle Funnel
New Lead
121
Contacted
92
Engaged
67
Working
34
Proposal Sent
19
Enrolled
12
Closed Won
8
Workflow Health
New To Medicare
38
Coverage Loss
12
Prescription Cost
9
Existing Client Review
18
Purchased Lead Follow-Up
6
Dormant Re-engagement
5
Recent Opportunities
J
John Smith
New To Medicare
5m
M
Mary Jones
Coverage Loss
15m
R
Robert Garcia
Existing Client Review
45m
DISCOVER
Surface high-intent leads and
opportunities in real time.
UNDERSTAND
AI-powered insights help you
understand what matters most.
ENGAGE
Take action at the right time
with the right approach.
EMPOWER
Close more deals and build
stronger client relationships.

Works With Your Workflow. Not Against It.

Keep Your CRM. Keep Your Process. Add MediMiner.

Command Center Dashboard

Unify leads, communications, workflows, appointments, and opportunities in one intelligent view. MediMiner is not a CRM replacement — it's the operational layer on top of everything you already use.

MediMinerMay 14 – May 20
Immediate Action
4
High Value
18
Active
63
Informational
12
Lead Lifecycle
New Lead
121
Contacted
92
Engaged
67
Working
34
Proposal
19
Enrolled
12
Workflow Health
New To Medicare38
Coverage Loss12
Prescription Cost9
Existing Client18
Purchased Lead6
Dormant Re-eng.5
Recent Opps
J.Smith5m
New To Medicare
M.Jones15m
Coverage Loss
R.Garcia45m
Client Review
Total Leads362View all →
Works With Your Existing Workflow

Our browser extension brings opportunities from any CRM directly into MediMiner. Keep the systems you already use. Keep the workflows your team already understands. MediMiner adds visibility, automation, and prioritization without forcing you into a new process.

1
Lead
Detected
JS
John Smith
Phoenix, AZ · Age 65
Plan F
+ Add to MediMiner
2
Assign
Workflow
New To Medicare
Coverage Loss
Prescription Costs
Existing Client Review
3
PTC Status
Permission To Contact
Verified
Not Verified
Must be tracked before outreach occurs.
4
Initial Contact
(Optional)
None / False
SMS
Email
SMS + Email
Broker Call
MediMiner never assumes PTC.
5
Transfer to
MediMiner
Send lead and preferences to MediMiner to get to work.
6
Activated
Successfully
Lead Added
Workflow Assigned
PTC Status Saved
Preferences Saved
Ready To Work
Chrome
Edge
Works with your existing CRM workflow.Explore the extension
Broker Anywhere

Your Book Of Business.
Anywhere.

Stay connected whether you're at your desk, in the field, or between appointments. MediMiner delivers lead activity, workflow alerts, callback reminders, and opportunities where you already work.

You don't need to live inside another CRM all day.
The Operational Layer For Medicare Brokers.

Work your book wherever you already communicate.

Slack
Microsoft Teams
Discord
SMS
Email
Your CRM
Existing tools & workflow
MediMiner
Broker Leverage Layer
Slack
Microsoft Teams
Discord
SMS
Email

Lead activity, workflow alerts, and opportunities delivered where your team already communicates.

Founding Broker Program

Help Shape The Future
of Broker Operations.

Founding brokers receive early access, direct feedback opportunities, priority feature consideration, and founding member pricing.

Join the Founding Broker Program
No spam. Unsubscribe anytime.
Reduce Broker Chaos
Eliminate scattered data and missed opportunities.
Increase Operational Visibility
See every lead, communication, and action in one place.
Preserve Broker Agency
MediMiner empowers you. You stay in control.
PTC Boundary. Compliance by Design.
MediMiner never assumes Permission To Contact. Brokers set and verify PTC status for every lead. Automation and outreach only occur when explicit consent is recorded.
Broker Controlled
Never Assumed
Compliant By Default