--- title: "How To Run Your Medicare Agency From Claude" description: "A medicare agency workday run from Claude connected to unLocked CRM: leads, quotes, follow-up, and review steps." url: https://unlockedcrm.ai/blog/how-to-run-your-medicare-agency-from-claude canonical: https://unlockedcrm.ai/blog/how-to-run-your-medicare-agency-from-claude category: "Insurance Tools" published: 2026-10-26 updated: 2026-10-26 last_updated: 2026-10-26 author: "unLocked Team" publisher: unLocked CRM source_url: https://unlockedcrm.ai/blog/how-to-run-your-medicare-agency-from-claude summary: "You can run much of a medicare agency from Claude by connecting it to unLocked CRM on Pro or Max." license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/how-to-run-your-medicare-agency-from-claude source: unLocked CRM — AI CRM for insurance agents --- # How To Run Your Medicare Agency From Claude ## TL;DR You can run much of a medicare agency from Claude by connecting it to unLocked CRM on Pro or Max. Ask Claude for your daily lead and case list, run live quotes with confirmed client details, save them to the contact, and approve texts, emails, and links before they send. unLocked remains the system of record, and customer data is never used to train AI. You can run much of a medicare agency from Claude by connecting it to unLocked CRM on Pro or Max. Ask Claude for your daily lead and case list, run live quotes with confirmed client details, save them to the contact, and approve texts, emails, and links before they send. unLocked remains the system of record, and customer data is never used to train AI. ## What Makes A Medicare Agency Different Medicare agencies run on calendars: turning-65 windows, AEP, and annual reviews. Compliance matters at every step, from Scope of Appointment to how plans are compared. Claude works well for careful, context-heavy review: reading the record before drafting a reply. The same supported action catalog applies across ChatGPT, Claude, Gemini, and Grok; nothing here is exclusive to Claude. ## Connect Claude First Start with the [Claude integration page](/integrations/claude) and approve only the access your team needs. Connected actions are available on Pro and Max. A chat account without the unLocked connection cannot see your contacts or run live quotes. ## Morning: Check The Turning-65 Pipeline > Show me Medicare contacts turning 65 in the next six months with no intake submitted. List each with the birth month and last activity. Do not message anyone. Starting early gives clients time to compare Advantage and Supplement paths without a rushed decision. ## Midday: Compare Advantage And Supplement Separately > Find my test Medicare contact. List missing details for separate Medicare Advantage and Supplement Plan G quotes. Once I confirm them, run both quote types and save them. Do not recommend or send a plan. Keep quote types separate. Doctors, prescriptions, and the client's preferences need the agent's review before any recommendation. Check county, plan year, premiums, cost sharing, provider networks, and drug costs against current plan documents. A quote does not enroll the client. For the full quoting walkthrough, see [How To Generate A Medicare Quote With Claude](/blog/how-to-generate-medicare-quote-with-claude). ## Afternoon: Send An Intake Link Before The Appointment > Send my Medicare intake link to my test contact by text after I approve the wording, so doctors and prescriptions are collected before our call. An intake link collects details, not prices. Follow your SOA and CMS marketing rules for every outreach. [Medicare Intake Links](/medicare-intake-link) collect client details without prices; [Medicare Quote Links](/medicare-quote-link) show client-facing results. ## Guardrails For Medicare Do not use AI-drafted outreach that names plans or benefits without your compliance review, and keep Scope of Appointment requirements in place. Use test contacts while you learn the prompts. Wording can vary; these are examples, not fixed commands. If Claude answers with general advice instead of a result, ask whether the action ran and which detail is missing. ## End Of Day: Confirm The Record Ask Claude to list today's saved quotes, sends, and notes, then confirm they appear on the correct contacts. A message in chat saying "done" is not a substitute for the record. ## Keep Going - [Medicare CRM](/medicare-crm) - [How To Run Your Insurance Agency From Claude](/blog/how-to-run-your-insurance-agency-from-claude) - [Everything Your AI Tool Can Do In unLocked](/ai-tool-capabilities) - [Usage-Based Pricing](/usage-based-pricing) unLocked is the **AI CRM for insurance agents**, from lead creation to commission. [Start a 14-day free trial](/signup). ## FAQ ### undefined ### undefined ### undefined ### undefined ### undefined ## Related - https://unlockedcrm.ai/blog/how-to-run-your-final-expense-agency-from-claude - https://unlockedcrm.ai/blog/how-to-run-your-life-insurance-agency-from-claude - https://unlockedcrm.ai/blog/how-to-run-your-aca-agency-from-claude - https://unlockedcrm.ai/blog/how-to-run-your-insurance-agency-from-claude - https://unlockedcrm.ai/blog/how-to-generate-medicare-quote-with-claude --- Source: [How To Run Your Medicare Agency From Claude](https://unlockedcrm.ai/blog/how-to-run-your-medicare-agency-from-claude) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/how-to-run-your-medicare-agency-from-claude.