For Aging Life Care Professionals

Agensy isn't your CRM. It's what you give your families.

The HIPAA-compliant hub licensed care managers hand to their clients, so families stop emailing you at 10pm and you stop re-keying the same data into every form.

Presenting at ALCA 2026 Austin ASA On Aging 2026 Atlanta HIPAA-compliant by design
Ariel Rosenbaum, LCSW-S, C-ASWCM, TxCG, ALCA member and founder of Agensy

Ariel Rosenbaum, LCSW-S, C-ASWCM, TxCG

ALCA member. Founder & President of Agensy.

Ariel is a practicing Aging Life Care professional, ALCA member, and founder of Agensy. She built this platform because the tools she kept asking her brother to build (a digital hub for families, talking forms, AI-read medication lists) didn't exist anywhere else. Now they do.

Not a CRM. Not your billing system. Not your practice management.

Agensy doesn't replace the tools you already use to run your practice. Your CRM, your billing workflow, your intake system: all of that stays yours. Agensy is the client-facing layer on top, the hub you give your families and clients so they have one source of truth for documents, appointments, medications, and communication.

Roadmap note: Billable time tracking and accounting integration are on our roadmap. We'll tell you when they ship. We won't tell you they exist until they do.

What you give your families

The three things Agensy quietly does for every family on your caseload.

Stop being the bottleneck

When families have a shared hub, they stop texting you at 10pm for medication names, appointment times, and provider phone numbers. They check Agensy. You get your evenings back.

Paper forms, digital

Face sheets, care plans, hospital handoffs, advance directives: every form you already fill out, now as a talking form. Enter a client's data once. It populates every form that needs it. Automatically.

AI reads the documents for you

Snap a photo of a medication list, an insurance card, or a discharge summary. Agensy extracts the data, populates the forms, and flags what's missing. No more manual re-keying after a hospitalization.

Built for ALCA-scale practice

Active care managers typically juggle 50 to 100+ open clients. Agensy's multi-client dashboard was built for that reality, not a consumer app accidentally repurposed for professional use.

Agensy multi-client dashboard showing active care recipients sorted by status with filters for region, payer, and acuity
The multi-client dashboard, as you'd see it managing 4+ active care recipients.

Your clients get what they've been asking for

Agensy is especially powerful for the growing solo-aging population, older adults without adult children or a spouse to coordinate care. For these clients, Agensy becomes the family circle they don't have: a place for their trusted contacts, legal documents, healthcare providers, and medication history, all role-gated so they stay in control.

Many ALCA members are building dedicated solo-aging programs. Agensy is infrastructure for that work, a way for care managers to share resources and build an effective solo-aging program.

Read the solo-agers page

Objections answered

I already have a CRM. Why Agensy?

Agensy isn't a CRM. It's the client-facing hub you give your families. The two live side by side. Your CRM tracks your practice; Agensy is what your clients actually log into.

My families won't adopt new software.

We designed the family-facing UI for adult children and solo agers, not tech-savvy users. Most families are set up in under 20 minutes.

How does HIPAA work?

End-to-end encryption, granular role-based access, full audit logs. Built to the same standards your clinical tools use.

How is billing handled?

Per care recipient: $9.99/month per profile. Unlimited users per profile. You're billed for each care recipient (client, parent, spouse) whose profile you manage in Agensy, not for the family members, caregivers, or collaborators you give access to that profile. Organizations with multiple care recipients can qualify for volume pricing, contact us.

Can I white-label it?

Not yet. On the roadmap. Ask us if you want to be an early partner.

Have a question no one else can answer?

Ariel answers every demo request herself.

No credit card required. HIPAA compliant. Cancel anytime.