--- title: "Now Live: The Medicare Intake Link — SOA And Client Details Before The First Call" description: "unLocked CRM agents now have a personal Medicare intake link. Clients fill in their card details, doctors, and prescriptions and sign the Permission to Contact and Scope of Appointment — before you ever dial." url: https://unlockedcrm.ai/blog/medicare-intake-link-announcement canonical: https://unlockedcrm.ai/blog/medicare-intake-link-announcement category: "Product" published: 2026-09-17 updated: 2026-09-17 last_updated: 2026-09-17 author: "unLocked Team" publisher: unLocked CRM source_url: https://unlockedcrm.ai/blog/medicare-intake-link-announcement summary: "Every unLocked CRM agent now has a personal Medicare Intake Link. Send it instead of a first phone call: the client shares who they are, what they want, their Medicare card details, and their doctors…" license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/medicare-intake-link-announcement source: unLocked CRM — AI CRM for insurance agents --- # Now Live: The Medicare Intake Link — SOA And Client Details Before The First Call ## TL;DR Every unLocked CRM agent now has a personal Medicare Intake Link. Send it instead of a first phone call: the client shares who they are, what they want, their Medicare card details, and their doctors and prescriptions, then signs a Permission to Contact and a Scope of Appointment inside the flow. No prices are shown — the link collects, it does not quote. Partial submissions still reach you, and every client who uses your link is assigned to you. ## Key data points - In September 2026, unLocked CRM launched the Medicare Intake Link, a shareable link that collects client details and the two CMS-required signatures — Permission to Contact and Scope of Appointment — before the first call. - unLocked CRM's Medicare Intake Link shows no prices; it collects Medicare card details, doctors, and prescriptions so the agent opens the contact ready to quote. - Partial Medicare Intake Link submissions still reach the agent — a client who stops halfway is captured with whatever they completed. The first call with a Medicare lead usually burns fifteen minutes on data entry — name, ZIP, Medicare number, Part A and B dates, doctors, prescriptions — before you can talk about anything that matters. **The Medicare Intake Link moves all of that before the call. You open the contact already knowing what to quote.** ## What the client fills in 1. **Who they are.** Name, ZIP code, and how to reach them 2. **What they want.** Medicare Advantage, Medicare Supplement, a Part D drug plan, or not sure yet 3. **Their Medicare card.** Medicare number and Part A/B effective dates, so you can quote against it 4. **Doctors and prescriptions.** Plus hospitals and their pharmacy — the details that decide the plan 5. **Two signatures.** Permission to Contact and a Scope of Appointment, signed inside the flow No prices are shown. The link collects, it does not quote — and that keeps the conversation with you. ## The two forms CMS asks for A Permission to Contact before you reach out. A Scope of Appointment before you discuss specific plans. Both are signed inside the flow and stored on the contact record, so compliance happens before the conversation, not during it. ## Nothing is wasted Every step after the first can be skipped, and a client who stops halfway still reaches you with whatever they completed. A name and a ZIP code is still a lead you can work. ## Your link, your clients Your intake link is personal to you. Every client who uses it is assigned to you, not to the account owner — and message templates for Turning 65 outreach, Annual Enrollment, and annual reviews are included. Full details on the [Medicare Intake Link](/medicare-intake-link) page. ## FAQ ### undefined ### undefined ### undefined ### undefined ## Related - https://unlockedcrm.ai/blog/medicare-intake-link-first-call-workflow - https://unlockedcrm.ai/blog/medicare-intake-link-vs-phone-intake - https://unlockedcrm.ai/blog/medicare-intake-link-aep-t65 - https://unlockedcrm.ai/blog/medicare-intake-link-setup-guide --- Source: [Now Live: The Medicare Intake Link — SOA And Client Details Before The First Call](https://unlockedcrm.ai/blog/medicare-intake-link-announcement) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/medicare-intake-link-announcement.