---
title: "Set Up Your Medicare Quote Link In Five Minutes"
description: "Find your personal link, brand it, grab the message templates, and start sending — a short setup walkthrough for the Medicare Quote Link in unLocked CRM."
url: https://unlockedcrm.ai/blog/medicare-quote-link-setup-guide
canonical: https://unlockedcrm.ai/blog/medicare-quote-link-setup-guide
category: "How-To"
published: 2026-09-21
updated: 2026-09-21
last_updated: 2026-09-21
author: "unLocked Team"
publisher: unLocked CRM
source_url: https://unlockedcrm.ai/blog/medicare-quote-link-setup-guide
summary: "Setup is four steps: open the Medicare Quote Link area, copy your personal link, add your branding, and send it with one of the included email, SMS, or social templates."
license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/medicare-quote-link-setup-guide
source: unLocked CRM — AI CRM for insurance agents
---

# Set Up Your Medicare Quote Link In Five Minutes

## TL;DR

Setup is four steps: open the Medicare Quote Link area, copy your personal link, add your branding, and send it with one of the included email, SMS, or social templates. Every submission is assigned to your link, and your booking link and phone number appear on the results screen.

## Key data points

- Each unLocked CRM agent has a personal Medicare Quote Link with its own branding, submissions view, and message templates.

Four steps, about five minutes.

## 1. Open your link

Go to the Medicare Quote Link area and find Your Link. Copy it, or preview it first to see exactly what a client sees.

## 2. Add your branding

Set what appears to the client on the way through and on the results screen — including your booking link and your phone number.

## 3. Grab a template

Email, SMS, and social copy are included, with merge fields for the client name, your name, and your link.

## 4. Send it

Text a new lead, email your Turning 65 list, or run it as an ad destination. Submissions land in your submissions view and on the contact record.

Need signatures instead of prices? Send the [Medicare Intake Link](/medicare-intake-link).

## FAQ

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## Related

- https://unlockedcrm.ai/blog/medicare-quote-link-announcement
- https://unlockedcrm.ai/blog/medicare-quote-link-vs-intake-link
- https://unlockedcrm.ai/blog/medicare-quote-link-aep-playbook

---

Source: [Set Up Your Medicare Quote Link In Five Minutes](https://unlockedcrm.ai/blog/medicare-quote-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-quote-link-setup-guide.