---
title: "Quote Link Or Intake Link? Which Medicare Link To Send, And When"
description: "One shows prices and collects no signatures. The other collects a Permission to Contact and a Scope of Appointment and shows no prices. Here is how Medicare agents decide which to send."
url: https://unlockedcrm.ai/blog/medicare-quote-link-vs-intake-link
canonical: https://unlockedcrm.ai/blog/medicare-quote-link-vs-intake-link
category: "Medicare"
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-vs-intake-link
summary: "Send the Medicare Quote Link when the client wants to see prices — ads, social, cold outreach, and shoppers who will not take a call yet."
license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/medicare-quote-link-vs-intake-link
source: unLocked CRM — AI CRM for insurance agents
---

# Quote Link Or Intake Link? Which Medicare Link To Send, And When

## TL;DR

Send the Medicare Quote Link when the client wants to see prices — ads, social, cold outreach, and shoppers who will not take a call yet. Send the Medicare Intake Link when you need a signed Permission to Contact and Scope of Appointment, the Medicare card, and Part A/B effective dates before a compliant plan conversation. The Quote Link sells; the Intake Link prepares.

## Key data points

- unLocked CRM offers two Medicare client links: the Quote Link, which shows live county rates and collects no signatures, and the Intake Link, which collects CMS signatures and shows no prices.
- The Medicare Intake Link collects the Medicare number and Part A/B effective dates; the Quote Link does not require them.

Two links, two jobs.

## Send the Quote Link when

- The client wants to see prices before they talk
- You are running ads, social posts, or cold outreach
- The lead has gone quiet and a price may reopen the conversation
- The request is Part D only and you want the shortest possible path

Prices are shown. Nothing is signed.

## Send the Intake Link when

- You need a signed Permission to Contact before reaching out
- You need a Scope of Appointment on file before discussing specific plans
- You want the Medicare number and Part A/B effective dates
- The client is ready to enroll, not browse

No prices are shown. Both CMS forms are signed inside the flow and stored on the contact record.

## A simple sequence

Quote Link to open. Intake Link to prepare. Appointment to close.

Both live beside your signature workflows on the [Intake Links & SOAs](/intake-links) page.

## FAQ

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## Related

- https://unlockedcrm.ai/blog/medicare-quote-link-announcement
- https://unlockedcrm.ai/blog/medicare-quote-link-in-ads
- https://unlockedcrm.ai/blog/medicare-quote-link-aep-playbook

---

Source: [Quote Link Or Intake Link? Which Medicare Link To Send, And When](https://unlockedcrm.ai/blog/medicare-quote-link-vs-intake-link) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/medicare-quote-link-vs-intake-link.