Ramona isn't a CRM with bolt-ons. It's a single workspace where the contact, the plan, the call, the enrollment, and the commission all live in the same record — backed by AI and built to stay compliant.
Households, not just contacts. Ramona understands spouses, joint policies, and caregivers — so cross-sell and renewal conversations write themselves.
Every call, note, and task on one timeline per client.
Link spouses, dependents, and caregivers into one view.
Multi-stage status routing from first touch to enrolled.
Booking collects PTC and SOA automatically, before the meeting.
Two-way Google and Outlook — nothing lives in a silo.
Bring your book in; take your data with you, always.
For each beneficiary, Ramona scores every plan against their drugs, providers, budget, and preferences — and hands you the talking points. Twelve factors, weighted by you, ranked for them.
Unlimited Medicare & insurance Q&A, in plain language.
12-factor weighted scoring across MAPD, PDP, Supplement, ancillary.
Paste a list; Ramona structures it against RxTerms and NPPES.
Next-best-action recommendations on every record.
Plan and formulary data via Connecture — not stale scrapes.
Drafts newsletters and drip sequences in your voice.
Full in-platform Medicare quoting and enrollment is part of Ramona Elite. Quote MA, MAPD, PDP, MedSupp, and ancillary in minutes, then enroll direct with the carrier — no third-party detours.
Carrier-accurate quoting via Connecture, with CSG for Med Supp.
Dental, Vision, Hearing, and Hospital indemnity in the same flow.
Submit in-platform — no re-keying into a separate portal.
External carriers and the ACA marketplace, handed off cleanly.
Medicare / Medicaid eligibility verified inline.
Drug-phase, pharmacy, and monthly breakdowns for the client.
Year-round engagement that runs while you sleep. Built-in campaigns, native telephony, and AI voice agents keep your book warm and your phone ringing.
Telnyx-powered voice and text, logged to the contact record.
Automated outbound qualification and follow-up.
Birthday, anniversary, ANOC, and welcome sequences.
Drip sequences with AI-generated content (Elite).
Conversations transcribed and summarized back to the record.
Real-time CMS marketing prompts that fire while you're on the line.
A real path from one-person shop to multi-agent agency — without changing tools when you level up. Available with Ramona Elite.
Track what's owed, reconcile what landed, surface what's missing.
Downline contracting, override schedules, territory routing.
Re-quote your whole book at once when plans change.
Book-health and pipeline analytics across your agents.
Personal agent URLs for marketing and lead capture.
Exportable reporting across carriers, products, and agents.
Digital PTC, SOA, and Needs Assessment are baked into every appointment — and a hash-chain audit log means a one-click CMS response for any date range, any agent.
Sticky permission to contact and 48-hour scope of appointment.
MA/MAPD compliance workflow on every enrollment.
Tamper-evident record; one-click CMS audit response.
HIPAA-compliant, SOC 2 Type II, continuously Vanta-verified.
Ready-to-Sell, AHIP, and carrier appointment tracking.
Control who sees what across your agency.
Ramona plugs into the carriers, quoting engines, and infrastructure agents already rely on.
Join the early-access waitlist. Founding agents get first access and locked-in launch pricing — and see everything the platform does before the general launch.