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

Pipeline · todayLive
New3
MAMaria A.Medicare Adv.
SKSusan K.
ACAndre C.
Contacted2
JWJames W.
DPDolores P.
Quoted1
HRHector R.
Active2
WPWanda P.
BOBeverly O.
Maria A. · $0 premium MAPD

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.

  1. 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.

  2. 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.

  3. 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
ACA subsidy estimator · 2026 FPLlive math
Income vs. poverty level204% FPL
CSR cost-sharing tier
73%
Medicaid-expansion state
No
Est. monthly contribution
$178/mo

~73% of costs covered (Silver)

Qualifies for a premium tax credit. Cost-sharing reductions apply on Silver plans up to 250% FPL.

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
Explore every feature →
Compliance guard · pre-callClear to call
Written consentTCPA prior express consent on file
Internal Do-Not-CallNumber flagged on your DNC list
Prospect local timeCalling window 8:00am–9:00pm · 2:00pm
Call permitted
  • Consent verified, within calling window, not on DNC
1 login replaces your CRM, dialer, and commission spreadsheet
8a–9p TCPA calling window enforced before every text and call
0 spreadsheets for commission reconciliation
2026 FPL & CSR subsidy math built in

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.

Drive every demo →

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.