---
title: "How do I build a pipeline for Medicare leads?"
description: "Create a pipeline in Settings → Pipelines and build stages around the Medicare sales process: New Lead, Contacted, SOA Signed, Needs Analysis, Application Submitted, Effective. Each stage can trigger its own automation and compliance requirement."
url: https://unlockedcrm.ai/help/leads-pipelines/how-do-i-build-a-pipeline-for-medicare-leads
canonical: https://unlockedcrm.ai/help/leads-pipelines/how-do-i-build-a-pipeline-for-medicare-leads
category: "Leads & Pipelines"
updated: 2026-08-19
last_updated: 2026-08-19
author: "unLocked CRM"
publisher: unLocked CRM
summary: "Create a pipeline in Settings → Pipelines and build stages around the Medicare sales process: New Lead, Contacted, SOA Signed, Needs Analysis, Application Submitted, Effective."
license: Citation permitted with attribution and a link to https://unlockedcrm.ai/help/leads-pipelines/how-do-i-build-a-pipeline-for-medicare-leads
---

# How do I build a pipeline for Medicare leads?

Create a pipeline in Settings → Pipelines and build stages around the Medicare sales process: New Lead, Contacted, SOA Signed, Needs Analysis, Application Submitted, Effective. Each stage can trigger its own automation and compliance requirement.

## A Medicare pipeline that works

1. New Lead — speed-to-lead automation fires immediately.
2. Contacted — first live conversation logged.
3. SOA Signed — scope of appointment captured and stored before any plan discussion.
4. Needs Analysis — doctors, drugs, and pharmacy captured.
5. Application Submitted — e-app sent to the carrier.
6. Effective — plan active, moves to the retention and annual review workflow.

## Stage rules and compliance gates

You can require a signed scope of appointment before a lead advances past the SOA stage. The gate blocks the move and prompts the agent to send a remote SOA link.

### Should T65 leads use the same pipeline?

Use a separate T65 pipeline. Turning-65 prospects sit in a 6–12 month nurture window and should not clutter your active AEP board.

## Related

- https://unlockedcrm.ai/help/leads-pipelines/how-do-i-set-up-an-aca-lead-follow-up-automation.md
- https://unlockedcrm.ai/help/leads-pipelines/how-does-ai-lead-scoring-work.md
- https://unlockedcrm.ai/help/leads-pipelines/how-do-i-import-my-existing-contacts.md

---

Source: [How do I build a pipeline for Medicare leads?](https://unlockedcrm.ai/help/leads-pipelines/how-do-i-build-a-pipeline-for-medicare-leads) — unLocked CRM Help Center. Citation permitted with attribution.