--- title: "The unLocked Medicare Starter Pack" description: "The first-hour setup for a Medicare agent on unLocked: NPN, county-level quoting, intake and quote links, SOA compliance, and your AI connection." url: https://unlockedcrm.ai/blog/unlocked-medicare-starter-pack canonical: https://unlockedcrm.ai/blog/unlocked-medicare-starter-pack 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/unlocked-medicare-starter-pack summary: "The unLocked Medicare Starter Pack is the first-hour setup for a Medicare agent: connect your NPN so state licences and carrier appointments load, turn on county-level Medicare Advantage, Supplement,…" license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/unlocked-medicare-starter-pack source: unLocked CRM — AI CRM for insurance agents --- # The unLocked Medicare Starter Pack ## TL;DR The unLocked Medicare Starter Pack is the first-hour setup for a Medicare agent: connect your NPN so state licences and carrier appointments load, turn on county-level Medicare Advantage, Supplement, and Part D quoting, add your Medicare Intake Link and Quote Link, load the SOA and compliance wording, and connect ChatGPT, Claude, Gemini, or Grok for quoting and follow-up with your review before anything sends. The unLocked Medicare Starter Pack is the first-hour setup for a Medicare agent: connect your NPN so state licences and carrier appointments load, turn on county-level Medicare Advantage, Supplement, and Part D quoting, add your Medicare Intake Link and Quote Link, load the SOA and compliance wording, and connect ChatGPT, Claude, Gemini, or Grok for quoting and follow-up with your review before anything sends. ## What Comes In The Medicare Starter Pack Medicare agencies run on calendars: turning-65 windows, AEP, and annual reviews, with compliance at every step. This pack gets a Medicare seat ready the same day, in the order that keeps you compliant first and quoting second. The pack covers: - **Medicare Quoting** — County-level Medicare Advantage, Medicare Supplement, and standalone Part D from one workflow. - **Doctors And Prescriptions** — Provider networks and drug costs collected on the contact record and checked before you compare plans. - **Medicare Intake Link** — Collects client details, doctors, and prescriptions without showing prices. - **Medicare Quote Link** — Client-facing quotes with Your Link, All Links, Submissions, and Branding tabs. - **SOA Compliance** — Remote Scope of Appointment sent, signed, timestamped, and stored automatically. - **Pre-Built Wording** — 86 SMS templates, 86 email templates, and 21 Agent AI scripts, including Medicare Supplement and Medicare Advantage. - **Licensing & Appointments** — One NPN loads state licences and carrier appointments so you quote carriers you are appointed with. ## Step 1: Connect Your NPN First Enter your National Producer Number once in Licensing & Appointments. Your state licences and carrier appointments load and stay current, so appointment status sits on the producer record before you quote anything. Start at [Licensing & Appointments](/licensing-appointments). ## Step 2: Turn On Medicare Quoting Attach a test contact in your county and list the missing details for separate Medicare Advantage and Medicare Supplement Plan G quotes. Run both quote types once you confirm them, and keep the two comparisons side by side rather than merged. Start at [Medicare Advantage Quoting](/medicare-advantage). ## Step 3: Add Your Intake And Quote Links Generate your Medicare Intake Link so doctors and prescriptions are collected before the call, and your Medicare Quote Link for cases where you want the client looking at real county prices. Intake collects details, not quotes; quote links show results. Start at [Medicare Intake Link](/medicare-intake-link). ## Step 4: Load SOA And Compliance Wording Turn on the remote Scope of Appointment workflow and the pre-built Medicare templates and scripts. Edit the opening lines so they sound like you, and keep every plan comparison inside CMS marketing rules. Start at [SOA Compliance](/medicare-soa-compliance). ## Step 5: Connect Your AI Tool Connect ChatGPT, Claude, Gemini, or Grok through the supported connection on Pro or Max. Ask it for today's priorities, send your intake link, and review every draft before it goes to a client. Start at [Everything Your AI Tool Can Do](/ai-tool-capabilities). ## The Medicare Guardrails Run the Scope of Appointment before the appointment, keep plan comparisons inside CMS marketing rules, and review any AI-drafted outreach that names plans or benefits before it sends. A quote does not enroll the client. Use test contacts while you learn the workflow. Edit every template before the first real send, and confirm the record shows quotes, notes, and sends on the correct contact. ## Keep Going - [Medicare CRM](/medicare-crm) - [Medicare Quote Link](/medicare-quote-link) - [Annual Reviews & Re-Shopping](/medicare-advantage-reshopping) - [Everything Your AI Tool Can Do In unLocked](/ai-tool-capabilities) - [Usage-Based Pricing](/usage-based-pricing) - [How To Run Your Medicare Agency From ChatGPT](/blog/how-to-run-your-medicare-agency-from-chatgpt) - [How To Generate A Medicare Quote With ChatGPT](/blog/how-to-generate-medicare-quote-with-chatgpt) 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/unlocked-final-expense-starter-pack - https://unlockedcrm.ai/blog/unlocked-life-insurance-starter-pack - https://unlockedcrm.ai/blog/unlocked-aca-starter-pack - https://unlockedcrm.ai/blog/how-to-run-your-medicare-agency-from-chatgpt - https://unlockedcrm.ai/blog/how-to-generate-medicare-quote-with-chatgpt - https://unlockedcrm.ai/blog/medicare-crm-software-agents --- Source: [The unLocked Medicare Starter Pack](https://unlockedcrm.ai/blog/unlocked-medicare-starter-pack) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/unlocked-medicare-starter-pack.