We make Medicare simple.

The operating system brokerages run on. The advisor beneficiaries rely on. Both powered by one proprietary AI.

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Our Philosophy

We believe beneficiaries deserve better guidance. Brokerages deserve better tools. So we built AI-Native technology to deliver both.

AI-native solutions for everyone

Introducing Atlas.ai

Atlas.os

Our proprietary ai-native operating system to manage, enroll, and retain policies. Increase sales and retention with atlas.os.

Plan recommendations

Increase customer happiness and longevity by ensuring your beneficiaries get the absolute best plan.

Beneficiary management

Stay connected to every beneficiary in real time. Policy status, renewal windows, and red flags all in one place.

Retention & lifetime value

Every tool in Atlas.os is built toward one outcome — more revenue per client, every year.

Live policy status updates via BEQ API.
Real-time visibility means higher retention and longer lifetime value.

Automate actions based on policy status changes. Messages, tasks, and alerts.

AI that recommends the right plan. No bias. No commissions. Just the best fit for every client.

Instantly add tasks, calls, and meetings from any policy. Stay organized. Stay on top of every client.

Built by agents, for agents.

For the beneficiary who deserves better guidance. For the brokerage that deserves better tools. This is both.

The Results

Brokerages powered by Magnolia see measurable improvements.

38%

Lifetime Value Increase

1.5%

Average Medicare Complaints

22%

Retention Rate Increase

29%

Time Decreased Per Agent

The perfect Medicare advisor in your pocket.

Medicare used to be complicated. Atlas.ai made it simple.

Atlas.ai Animated Conversation

atlas.ai:

Found 3 plans that cover medications and Dr. Patel. Here's how they compare:

Plan Details	Recommended	Option 2	Option 3
Plan	Humana Medicare	Aetna Gold Plus	UnitedHealthcare HMO
Monthly Premium	$0/mo	$27/mo	$0/mo
Dr. Patel	In-Network	In-Network	Out-of-Network
Eliquis	$42/mo	$67/mo	$51/mo
Metformin	$0	$0	$0
Dental Coverage	$1,500 max	$1,000 max	$500 max
Est. Annual Cost	$1,240	$2,104	$1,612

Based on your doctors, medications, and priorities, Humana Medicare PPO saves you the most while keeping Dr. Patel in-network.

atlas.os changed everything for me. I used to spend hours on paperwork—now I close more deals in less time. My retention is up 40% since I joined Magnolia.

Sarah J., Licensed Agent, Phoenix, AZ

Finally, a platform that actually supports agents. The compliance tools alone have saved me from countless headaches. I feel like I have a whole team behind me.

Michael T., Agent, Atlanta, GA

I doubled my book of business in 8 months with Magnolia. The leads are qualified, the tools are fast, and the commission protection is a game-changer.

Jennifer R., Medicare Specialist, Denver, CO

I was skeptical about AI recommendations—until I saw how accurate they are. My clients get better plans, and I spend less time second-guessing.

David L., Licensed Agent, Tampa, FL

I had no idea I was overpaying for my Medicare plan. My advisor at Magnolia found me better coverage and saved me over $100 a month. I wish I'd called sooner.

Robert M., Tampa, FL

What I appreciated most was that they actually listened. My advisor took the time to understand my medications and my doctors before recommending anything.

Mary S., Dallas, TX

I was overwhelmed by all the Medicare options out there. Magnolia made it simple. They explained everything clearly and helped me pick the right plan in one call.

Dorothy T., Phoenix, AZ

I was skeptical at first—how is this free? But they explained everything and never pressured me. I finally feel confident about my Medicare coverage.

Brandon G., Charlotte, NC

1 / 4

Testemonials

“What Magnolia Health Care has built with Atlas.ai is the greatest advance of technology I have ever seen in the healthcare industry. If you work with Magnolia, you will undoubtably have the best experience you've ever had in your life whether you are a beneficiary or a brokerage.”

Shane Souders

Co-Founding member of The Senior Resource Group and Connect One Health

Everything your Medicare journey needs, in one place.

AI-powered support that helps seniors get the best plan, manage it year-round, and renew with confidence.

Best plan matching

Atlas.ai scans every plan in your area, mapping chronic conditions, verifying SEP eligibility, and comparing benefits in seconds. Beneficiaries get the best plan for their life. Agents get a faster, more accurate enrollment process.

Annual renewal recommendation

Every AEP, Atlas.ai reviews what changed — new plans, new needs, new zip codes. Agents get ready-to-send outreach workflows that make renewals effortless and ensure every beneficiary stays in the right plan year after year.

24/7 Personal advisor

Beneficiaries can call, text, or chat with their Medicare advisor anytime — policy questions, benefit guidance, plan comparisons, and more. Agents spend less time on customer management and more time serving new people.

Real time policy management

Daily BEQ API updates mean you always know what's happening across your entire book of business. The faster you know, the faster you act — and in retention, speed is everything.

AI-Enabled retention workflows

Build automated workflows triggered by real-time policy changes — SMS, email, outbound dialing, direct mail, and more. More touchpoints. Faster response. Better retention.

Hierarchy & contract management

Onboard agents, manage downlines, assign carrier contracts, and control access — all in one place. Everything your agency needs to stay organized and move fast.

Compliance AI-monitoring

Build customizable scorecards, track agent compliance in real time, and pull advanced compliance reports. Sell confidently knowing every agent on your team is held to the same standard.

Commission management

Reconcile carrier statements, pay agents, identify missing earnings, and understand your commissions with more transparency than ever — all consolidated in one place.

Ready to grow with Magnolia?

Partner with the first AI-native brokerage built to help you sell more, retain more, and scale smarter.

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