The agent-facing side of Cesar & Associates: the carrier lineup, a plan and quote tool, a day-to-day dashboard, and client kits — gathered in one place. These tools are in preview while we finish building them.
Para nuestro equipo. El lado interno de Cesar & Associates: la lista de compañías, una herramienta de cotización, un tablero diario y kits para clientes — todo en un solo lugar. Estas herramientas están en vista previa mientras las terminamos.
This page collects the agent-facing tools for Cesar & Associates so the team isn't hunting across tabs and logins. Each tool below is shown as a preview — we're finishing the build, so nothing here is live yet. When a tool is ready, this is where it will go.
This area is for our advisors. It is not a public client page, and these previews do not collect or store any client information.
A searchable directory of the Medicare Advantage carriers in our lineup — with broker portals, member support, provider lookup, and the extra-benefit vendors (vision, dental, hearing, transport, OTC, and more) all in one card per carrier. Built from the BDIA carrier directory.
Source: BDIA carrier directory. Carrier data current as of April 2026.
The Medicare Advantage carriers currently represented in the directory:
Carrier count and lineup are being finalized for launch.
⚙ The interactive directory is in preview — not yet live.
A guided way to capture what a client is looking for, a few profile details, and the best way to reach them — then move into a quote. Designed around the same plain-language, no-pressure approach the team already uses with clients.
Pick the coverage lines a client is interested in — Medicare Advantage, Supplement, Part D, life, final expense, annuities, or health.
A few basics — name, date of birth, ZIP — to narrow the plans that actually fit the client's area.
Hand off into the quoting workflow and compare carrier options side by side.
⚙ The quote runner is in preview — not yet live.
A lightweight day-to-day workspace built for the phone: quick notes (typed or spoken), a simple appointment timeline, a one-tap link into the quote tool, and a carrier phone directory — all in one screen.
Designed mobile-first so an advisor can capture a note or check the day's schedule between appointments — without digging through other systems. Notes and agenda stay on the agent's own device.
A preview of the layout; the working dashboard is on the way.
⚙ The dashboard is in preview — not yet live.
The plain-language Medicare materials the team shares with clients — the four Parts explained, enrollment windows, an Original Medicare vs. Advantage comparison, an enrollment checklist, and bilingual answers to the questions clients ask most.
| IEP | Initial Enrollment — 7-month window around the 65th birthday. |
|---|---|
| AEP | Annual Enrollment — Oct 15 to Dec 7. Change plans for any reason. |
| OEP | Open Enrollment — Jan 1 to Mar 31. Switch Medicare Advantage plans. |
| SEP | Special Enrollment — for life events such as a move or losing employer coverage. |
⚙ The downloadable client kit is in preview — not yet live.
This hub is for the Cesar & Associates team. For access or questions about these tools, reach the office.
Este centro es para el equipo de Cesar & Associates. Para acceso o preguntas sobre estas herramientas, comuníquese con la oficina.