The CRM for ACA & under-65 health agents
The CRM built for ACA and under-65 agents — not a generic one with insurance bolted on.
Quote Marketplace plans with real subsidy and CSR math, dial your leads on a built-in power dialer, and stay inside TCPA windows automatically — one login instead of a CRM, a dialer, and a commission spreadsheet.
Built for ACA · Medicare · Final Expense · Term & IUL agents
Why Bishop
A generic CRM, a dialer, and a spreadsheet.
Replaced by one login.
The under-65 agent's stack is usually a generic CRM, a separate dialer, and a commission spreadsheet — none of which know what a subsidy, a CSR tier, or a chargeback is. Bishop does, because it was built for ACA and under-65 from the first screen.
- 01
Subsidy math, not guesswork
FPL %, CSR tier, and the expected contribution compute as you type — the same logic behind live Marketplace quoting in the app.
- 02
Compliance in the send path
TCPA calling windows, STOP opt-out, and DNC checks run server-side before a text or call goes out.
- 03
One login, not six tabs
Pipeline, dialer, texting, quoting, and commissions in a single tool — nothing slips between disconnected apps.
Signature · ACA subsidy estimator
Show the subsidy
before the client asks.
Enter a household, income, and state and watch the FPL %, CSR tier, and expected monthly contribution update live — the real, unit-tested math Bishop runs, here in your browser. No login.
FPL % · CSR 94 / 87 / 73 · 2026 guidelines
See ACA quoting & tools- CSR cost-sharing tier
- 73%
- Medicaid-expansion state
- No
- Est. monthly contribution
- $178/mo
~73% of costs covered (Silver)
Estimate from 2026 federal poverty guidelines and income only. Your final premium and dollar credit also depend on age, ZIP, and the benchmark plan. Not a binding quote — verify at healthcare.gov.
One login
The whole stack, retired.
Everything an under-65 agent duct-tapes together — in one place built for it. Here's the compliance engine that screens every call before it connects:
- Real ACA subsidy & Marketplace quoting
- Built-in power dialer
- TCPA compliance (SMS + voice)
- Commission tracking & CSV reconciliation
- Insurance-native pipeline
- AI SMS responder (human-reviewed)
- Gmail & Calendar
- Drip & workflow automation
- Consent verified, within calling window, not on DNC
Proof, not testimonials
Capability you can check — and demos you can drive.
No borrowed quotes or logos. Every feature on the features page is a live, clickable demo on fictional data — and here's exactly what the four that matter most actually do.
Real ACA subsidy math
FPL %, CSR 94/87/73, and the expected contribution computed live — the same unit-tested logic the app runs alongside live Marketplace quoting.
A dialer that lives in the CRM
Browser WebRTC calling with an auto-advancing queue, voicemail drop, recording, and one-tap dispositions — no separate dialer subscription.
Compliance in the send path
TCPA 8a–9p windows by recipient timezone, STOP opt-out, and DNC checks run server-side before a text or call goes out.
Commissions without the spreadsheet
Advance vs. as-earned tracking, chargeback flags, and CSV carrier-statement reconciliation matched by policy number.
Get started
See Bishop run your book of business.
Request access or book a 20-minute walkthrough on your own products and pipeline. New accounts are approved manually — a quick security step, then you're in.