BrokerPACE Logo

    Launch Your Broker Network with Confidence.

    Programs of All-Inclusive Care for the Elderly recognize that Medicare Advantage brokers have relationships with their future participants. BrokerPACE handles the training, certification, secure referrals and commission tracking to launch or scale your broker channel.

    Request a Custom Proposal

    Ready to Expand Through Brokers? Start Safely.

    Many PACE plans want to tap into the broker channel but hesitate due to the complexity of training, certification, and compliance. BrokerPACE gives you the infrastructure to onboard, train, and manage brokers from Day 1, turning a compliance fear into a revenue opportunity.

    Healthcare insurance broker explaining PACE to three people.

    Start from Scratch

    No existing network? We build the infrastructure for you.

    Tailored Experience

    A custom-branded training and referral experience tailored to your organization.

    Risk Mitigation

    Ensure every broker is trained before they refer a participant.

    Three Distinct Modules to Power Your Network

    Features that make work easier for marketing, finance and your brokers.

    BROKERPACE CORE

    Training & Compliance

    The foundation of your network. Includes your custom-branded certification portal, digital agreement signatures, quarterly audit-trail packages, and real-time compliance visibility.

    ADD-ON PORTAL

    Referral Portal

    A locked, HIPAA-compliant gateway where only active, certified brokers can submit leads. Data flows instantly to your CRM or enrollment system. Your intake reps can receive instant e-mails or SMS alerts to new referrals, increasing your speed-to-lead.

    COMING SOON

    Commission Tracking

    Know exactly when to pay renewal commissions. Brokers can view their earned commissions, project future earnings, and automatically see when commissions end due to a participant's disenrollment.

    A Seamless Experience for Your Brokers and Your Team

    1

    Onboard & Train

    Brokers access a tailored training experience. We build the training for you, and with you; we are experts in PACE marketing and enrollment training.

    2

    Verify & Sign (Digital Compliance)

    Integrated e-signature for your Broker Agreements and Codes of Conduct. Legally binding documents are stored securely before access is granted.

    3

    Monitor & Manage

    Your admin team uses the Compliance Lookup search bar. Type a broker's name to instantly view their certification status, training progress, and activity history.

    4

    Refer & Integrate

    Brokers can submit referrals through your own HIPAA-compliant portal with 2FA. Data flows one way, instantly, your CRM or enrollment system, including SmartMD, Salesforce, Enquire, Zoho and HubSpot.

    5

    Track Commissions

    Admins are alerted when renewal commissions are due. Brokers gain complete transparency into their past payouts and future earnings, keeping them motivated and engaged.

    Built by the Champions of PACE Growth

    BrokerPACE is a service of Generations Now, the trusted partner that has helped PACE organizations grow for over 16 years. We understand the operational challenges of marketing channels, the regulatory landscape, and the compliance needs of PACE.

    • 16 Years of Industry LeadershipDeep expertise in PACE operations and compliance.
    • Trusted by LeadersThe engine behind growth for leading PACE organizations.
    • Compliance FirstOur systems are designed by people who know what CMS auditors look for.

    Total Control Over Your Data

    Real-Time Compliance Lookup

    Your staff can enter a broker's name or ID to get answers:

    • Current Certification Status (Active/Expired)
    • Training Module Progress
    • Signed Agreement Dates
    • Last Referral Activity

    Quarterly Audit-Trail Packages

    Secure delivery of comprehensive data packets every quarter, including:

    • Full transcripts of training content and quizzes
    • Screenshots of referral form fields
    • Lists of certified vs. inactive brokers
    • Copies of all signed agreements

    Built for PACE

    • HIPAA CompliantCompliant by design through secure data management and strict access controls.
    • Custom BrandedA portal branded specifically for your PACE organization.
    • CRM AgnosticInstant one-way data feeds into SmartMD, Salesforce, HubSpot, Enquire, Zoho, and custom CRMs.
    • Security2-Factor Authentication (2FA) for all broker access.

    Ready to Launch Your Broker Network?

    Leverage 16 years of PACE expertise to grow your network safely. Let's discuss how BrokerPACE can be tailored to your specific goals.

    Process Steps

    1
    Discovery Call

    We review your current broker strategy and integration requirements (SmartMD, Salesforce, etc.).

    2
    Custom Proposal

    You receive a tailored scope of work, including setup fees, monthly licensing, and a timeline for your portal launch.

    3
    Compliance Review

    We walk you through the HIPAA BAA and audit trail features to ensure you feel 100% secure.

    Request a Custom Proposal