--- title: "How to Migrate from MedicarePRO to unLocked CRM: A Clean Switch in 7 Days" description: "A practical 7-day migration plan for moving Medicare books, SOA records, commission history, and AEP workflows from MedicarePRO to unLocked CRM." url: https://unlockedcrm.ai/blog/how-to-migrate-from-medicarepro-to-unlocked-crm canonical: https://unlockedcrm.ai/blog/how-to-migrate-from-medicarepro-to-unlocked-crm category: "competitor-comparisons" published: 2026-05-19 author: "Jacob Lock" source: unLocked CRM — AI CRM for insurance agents --- # How to Migrate from MedicarePRO to unLocked CRM: A Clean Switch in 7 Days ## TL;DR Migrating from MedicarePRO to unLocked CRM is a 7-day project covering contact and policy export, commission feed reconciliation, quoting activation, SOA and CMS 2027 setup, AEP workflows, and final cutover. The 14-day free trial covers the migration window. Switching CRMs in the middle of a Medicare year sounds risky. With the right plan it is a 7-day project, and the right window is before T65 outreach for the next AEP begins. This guide walks the steps. ## Before You Start Confirm three things: 1. Your active book is exportable from MedicarePRO (contacts, policies, SOA history, commission history). 2. Your agent licenses and NPNs are current. 3. You have a 14-day trial of unLocked CRM open so the migration can land in a real environment. ## Day 1 — Export from MedicarePRO Pull four files from MedicarePRO: - Contacts (CSV) - Policies (CSV, with carrier, plan, premium, effective date) - SOA history (PDF or CSV) - Commission history (CSV, last 12 months) If MedicarePRO does not export a particular field, document the gap. unLocked support will map what is available and flag what needs to be re-captured. ## Day 2 — Map Fields into unLocked unLocked accepts the standard insurance contact schema: NPN, policy number, carrier, plan, premium, effective date, agent, agency. Use the import wizard or hand the CSVs to onboarding. Validate a sample of 25 records before importing the full book. ## Day 3 — Connect Commission Feeds Connect the carriers you actively write through the 332 commission feeds. Reconcile the imported MedicarePRO commission history against the first feed pull to confirm totals match. Resolve discrepancies before turning off the MedicarePRO subscription. ## Day 4 — Set Up Quoting Activate Medicare Supplement, Medicare Advantage, and PDP quoting across the 1,139 health carriers. Add ACA, life, and annuity quoting if your agency writes those lines. Run a test quote on a known case and verify rates against the carrier portal. ## Day 5 — Compliance Layer - Enable Scope of Appointment capture with the 48-hour purge under the CMS rule. - Turn on Voice OS recording and transcription so you are positioned for the 2027 retention rules. - Complete A2P 10DLC registration through the free automated flow. - Import or re-capture any current-window SOA records that MedicarePRO did not export. ## Day 6 — AEP Workflows - Configure the T65 pipeline 6–12 months out. - Enable Medicare Annual Review PDFs using the 2026 CMS cost figures. - Turn on the Renewal Dashboard so rate hikes over 10% surface before AEP. - Set the ACA outbound block on Medicare-eligible leads to prevent CMS marketing-rule violations. ## Day 7 — Cutover - Forward MedicarePRO inbound numbers to unLocked. - Forward MedicarePRO email aliases. - Notify the team — single source of truth is now unLocked. - Cancel MedicarePRO at the end of the current billing cycle, not before, so the export remains accessible if a gap appears. ## What You Gain | Layer | MedicarePRO | unLocked CRM | |---|---|---| | Carrier breadth | Limited Medicare | 1,139 health + 113 life and annuity | | Commission feeds | Limited | 332 automated | | SOA + 2027 retention | Manual or missing | Built in | | Renewal Dashboard | None | Alerts >10% rate hikes | | Pricing | Per seat | $69–$149/mo flat | ## Bottom Line Migrating from MedicarePRO to unLocked CRM is a 7-day project if you stage it before T65 outreach. The 14-day free trial covers the migration window so the cutover happens on a live, paid-equivalent environment. Most agencies recover the switching cost within the first month from the flat pricing and the renewal protection alone. ## FAQ ### undefined ### undefined ### undefined --- Source: [How to Migrate from MedicarePRO to unLocked CRM: A Clean Switch in 7 Days](https://unlockedcrm.ai/blog/how-to-migrate-from-medicarepro-to-unlocked-crm) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/how-to-migrate-from-medicarepro-to-unlocked-crm.