--- title: "Setting Up Your Medicare Intake Link: A Quick Guide" description: "Your personal intake link is ready when you are. Here is where to find it, how to share it, and how the message templates save you the writing." url: https://unlockedcrm.ai/blog/medicare-intake-link-setup-guide canonical: https://unlockedcrm.ai/blog/medicare-intake-link-setup-guide 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-setup-guide summary: "Your Medicare Intake Link lives under Medicare in your unLocked CRM. Copy it, preview what clients see, and open it in a new tab to test it yourself." license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/medicare-intake-link-setup-guide source: unLocked CRM — AI CRM for insurance agents --- # Setting Up Your Medicare Intake Link: A Quick Guide ## TL;DR Your Medicare Intake Link lives under Medicare in your unLocked CRM. Copy it, preview what clients see, and open it in a new tab to test it yourself. The link is personal to you — every client who uses it is assigned to you. Use the included email and SMS templates for Turning 65, Annual Enrollment, and annual-review outreach, or paste the link anywhere you advertise. ## Key data points - The Medicare Intake Link in unLocked CRM requires no setup — every agent has a personal link they can copy, preview, and share immediately. There is nothing to build. Your Medicare Intake Link already exists — this guide is about putting it to work. ## Find your link Open Medicare in your unLocked CRM. Your personal intake link is waiting with three buttons: **Copy** to grab it, **Preview** to see what clients see, and **Open** to walk the flow yourself. It is worth completing once as a test client — five steps, a few minutes, and you will know exactly what you are asking of people. ## It is personal to you Every client who uses your link is assigned to you, not to the account owner. If your agency shares unLocked, each agent has their own link. ## Share it - **Text it** to every new Medicare lead within minutes - **Email it** to your Turning 65 list with the included template - **Send the Annual Enrollment text** to your book before October 15 - **Paste it anywhere** — email signature, website, link in bio, QR codes ## Use the templates Three ready-to-send messages are included: a Turning 65 email, an Annual Enrollment text, and an annual-review text. Merge fields fill in the client name, your name, and your link — personalize once and send. ## Watch submissions arrive Completed and partial submissions both land in your CRM with the details and the signed Permission to Contact and Scope of Appointment attached. Full feature details on the [Medicare Intake Link](/medicare-intake-link) page. ## FAQ ### undefined ### undefined ### undefined ### undefined ## Related - https://unlockedcrm.ai/blog/medicare-intake-link-announcement - https://unlockedcrm.ai/blog/medicare-intake-link-aep-t65 - https://unlockedcrm.ai/blog/medicare-intake-link-first-call-workflow --- Source: [Setting Up Your Medicare Intake Link: A Quick Guide](https://unlockedcrm.ai/blog/medicare-intake-link-setup-guide) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/medicare-intake-link-setup-guide.