On the dashboard
- Quick Note — type or dictate a note on the go
- Today's Agenda — a simple time-slot view of the day
- Run a Quote — jump straight into the quoting workflow
- Carrier Directory — tap-to-call carrier support numbers
For licensed agents
Everything the team reaches for, in one place.
This page collects the agent-facing tools for Cesar & Associates so the team isn't hunting across tabs and logins. The tools below are separated from the public client experience so agents can review resources, carrier links, and sample workflows in one place.
This area is for our advisors. It is not a public client page, and these internal views do not collect or store any client information.
Built for the people who do the work.
Carrier lineup
✓ Live
BDIA carrier directory.
Searchable directory of 44 Medicare Advantage carriers — broker portals, commissions, member support, provider lookup, and extra-benefit vendors all in one card. Extracted directly from the BDIA carrier directory.
Carrier directory · Source: BDIA carrier directory
Plan & quote
✓ Live · Sample data
Medicare Supplement quoter.
ZIP → county → plan → quote. Covers CA, AZ, and TX with full plan selection (Plans A–N plus MN/WI/MA variants), household discount, carrier filtering, compare list, and CSV export. Rates are sample data — replace the data provider to use live carrier tables.
Licensed agents only. Rates are sample data — not for client presentation without verification from a live carrier system.
Agent confirmation required
This quoter uses sample data and is intended only for licensed-agent workflows. Confirm before loading the tool.
States: CA · AZ · TX · Sample rate data — not for client presentation
Daily dashboard
Internal design
Agent dashboard.
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.
Built for the team
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.
Internal dashboard design view for team review.
⚙ Dashboard is separated for team review.
Client kits
Internal design
Client kits & resources.
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.
In the kit
- Medicare Parts A, B, C & D — explained simply
- Enrollment windows: IEP, AEP, OEP, SEP
- Original Medicare vs. Medicare Advantage comparison
- Client enrollment checklist
- Bilingual FAQ — the questions clients ask most
Enrollment windows at a glance
| 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. |
⚙ Client kit is separated for internal review.
Need access or have a question?
This hub is for the Cesar & Associates team. For access or questions about these tools, reach the office.
¿Necesita acceso o tiene preguntas?
Este centro es para el equipo de Cesar & Associates. Para acceso o preguntas sobre estas herramientas, comuníquese con la oficina.