Trella Health earned its place as the reference platform for post-acute market intelligence. If you’re reading this, you probably don’t need convincing that claims-based market data is useful — you’re here because the price tag, the contract, or the complexity doesn’t fit your agency. Here’s an honest look at the alternatives for hospice sales teams in 2026.
Why agencies look for an alternative
- Enterprise pricing for a non-enterprise team. If you have two liaisons, an enterprise analytics contract can be hard to justify before the growth it’s supposed to fund.
- Analytics without execution. Data tells you where the referrals are. It doesn’t make the calls. Smaller teams often need help running the playbook more than they need another dashboard.
- Feature depth you won’t use. Multi-state claims analytics are powerful — and irrelevant if you serve three counties and already know every SNF administrator by name.
Alternative 1: CoPilot by Solvr
(Disclosure: this is our product.) CoPilot combines a hospice-specific CRM — referral-source accounts, rep activity, conversion tracking — with built-in market intelligence drawn from public CMS data, sized and priced for independent agencies. The bigger difference is the delivery model: CoPilot comes with account management from hospice operators, so the market data turns into an actual call plan, territory focus, and weekly accountability rather than a report nobody opens. If your gap is execution capacity, that pairing matters more than any feature.
Alternative 2: Isoratec
A lightweight, affordable CRM built for home health and hospice field sales. You get visit logging, referral tracking, and territory basics without the analytics layer. If your need is “give my liaisons a clean tool and me a weekly report,” it’s a credible budget choice — you’ll supplement market questions with free CMS data (see below).
Alternative 3: Your EMR’s referral tools + a discipline layer
WellSky, Axxess, and Homecare Homebase all ship referral and intake features. They won’t manage field sales strategy, but if intake speed is your bottleneck — referrals dying in the queue — fixing that beats buying analytics. Pair the EMR workflow with a simple account list and weekly cadence. (We wrote about that approach in how to hit referral goals without adding headcount.)
Alternative 4: Free public CMS data + spreadsheets
Worth saying plainly: the underlying Medicare data that powers post-acute market intelligence is public. CMS publishes hospice utilization, provider, and quality datasets that — with some effort — tell you market size, competitor census trends, and quality scores in your service area. The cost is your time: cleaning, joining, and updating it quarterly. For a data-comfortable administrator this is a real option; for most operators the hours outweigh the savings. If you want the answers without the analyst, that’s effectively what our competitor analysis service packages up.
How to decide
| Your situation | Strongest fit |
|---|---|
| Multi-site, dedicated growth VP, real analytics budget | Stay with Trella — you’re the customer it’s built for |
| 1–5 liaisons, need data and execution help | CoPilot |
| Tight budget, just need field logging | Isoratec |
| Referrals stall at intake, not in the field | EMR referral tools + process fix |
| Data-savvy admin with more time than budget | Public CMS data + spreadsheets |
Questions to ask any vendor (including us)
- What does implementation actually involve, and who does it?
- What happens to liaison adoption after week two — and what do you do about it?
- Which of your features will my size of agency realistically use?
- What’s the all-in annual cost, including seats, data, and support?
- How do I get my data out if I leave?
Want to see whether CoPilot fits before you spend an hour on a demo? Send us your service area and we’ll show you your market picture first.
