The Medicare CRM Built for Medicare Agents.
For Medicare agents and agencies: assign beneficiary leads, collect intake and SOA records, compare MA-only, MAPD, Medigap, and Part D in the appropriate quoter, and keep team follow-up, T65 pipelines, annual reviews, and commissions connected. Seats start at $69 per user per month; Commission Auto Sync reconciliation is on Max and usage is billed separately.
Choosing A CRM For Medicare Agencies
unLocked CRM helps Medicare agencies manage beneficiary intake, lead assignment, SOA and contact-permission records, MA-only, MAPD, Medigap, and Part D quoting, enrollment follow-up, annual reviews, and commissions. Agency owners and producers work from shared client and policy context through AEP, T65 pipelines, and year-round service.
- Assign beneficiary leads and review cases to agents, and check who can view or act on each client record.
- Collect the Medicare card, doctors, prescriptions, Permission to Contact, and SOA through the intake workflow; verify applicable requirements before outreach.
- Choose the correct quoter: MA-only differs from MAPD, Medigap, and standalone Part D. Verify provider participation, drug estimates, and enrollment eligibility.
- Use AEP review queues, annual-review records, upcoming policy windows, production views, and Commission Auto Sync hierarchy calculations to keep agency sales and retention work connected.
Check It In A Demo
Have a producer open an assigned beneficiary, review intake and permission records, save the appropriate Medicare comparison, and inspect the supported enrollment path. Have the owner review outstanding annual reviews and a sample carrier-payment split.
An intake link does not quote or enroll. Provider directories and drug costs need verification; software records do not guarantee compliance or eligibility. Confirm current CMS, state, and carrier requirements. Commission Auto Sync reconciliation is on Max; AI quoting and AI calling are on Pro with usage billed separately. Customer data is never used for AI training.
One Beneficiary, First Call to Renewal, on One Record.
Quoting site, SOA form, dialer, recording archive, and commission spreadsheet are five tools in most Medicare practices. Here they are five steps on the contact.
01
Send the intake link
One link instead of a first phone call. The client gives you their details, plan preference, Medicare card, doctors, and prescriptions, and signs Permission to Contact and a Scope of Appointment before you ever dial.
02
Quote what fits
MAPD, Medigap, and Part D side by side for their county, with drug pricing, Star ratings, and the doctors they named already in the comparison.
03
Enroll
Enroll through the tools you already use, including HealthSherpa Medicare and Integrity Connect, and the application, plan, and effective dates file back to the contact.
04
Stay compliant without thinking about it
Calls recorded, transcribed, and retained. SOA on file with a timestamp. Consent captured before outbound. Everything searchable if anyone ever asks.
05
Keep the client and the commission
Annual review reports, AEP re-shop lists, renewal alerts, and Commission Auto Sync matching every carrier payment to the policy it belongs to.
Every Medicare Product, One Quoter.
Advantage, Supplement, and Part D for the same client, in the same view, with the details that actually decide the plan.
Medicare Advantage
County-level MAPD comparison with Star ratings, benefits, provider checks, and the client's drug list priced in.
Learn moreMedicare Supplement
Medigap plans ranked by premium with underwriting and household discounts flagged on the row.
Learn morePart D
Standalone drug plans priced against the client's actual prescriptions and preferred pharmacy.
Learn moreMedicare Intake Link
Your personal link collects the card, doctors, prescriptions, and both signatures. It collects, it does not quote.
Learn more
Compliance That Happens Whether You Remember It or Not.
Medicare is the one line of business where a missing form is a real problem. These run on the record, not on your memory.
Scope of Appointment
SOA sent, signed remotely, timestamped, and stored before the appointment, including inside your booking links and the intake link.
Learn moreCall recording and retention
Every Medicare marketing call recorded, transcribed, searchable, and retained on the schedule CMS expects.
Learn moreConsent before outbound
Permission to contact captured and time-stamped on the record, with A2P 10DLC registration handled for you at no cost.
Learn moreDisenrollment and gap tracking
Rapid disenrollment and follow-up gaps surfaced before they turn into a chargeback or an audit question.
Learn moreT65, AEP, and the Annual Review, Worked Automatically.
Medicare income is seasonal and retention is the whole game. These are the tools that keep both moving between Oct 15 and the next birthday.
T65 pipeline
Turn-65 leads worked on a six-month runway with Medicare 101 nurture and booking, so the birthday is not the first touch.
Learn moreAEP and OEP sequences
Re-shop lists, plan-change messaging, and Oct 15 to Dec 7 volume handled by email and SMS instead of by hand.
Learn moreAgent AI outbound
Follow-up calls in your own cloned voice, in 32 languages, every one transcribed to the contact.
Learn moreArwyn on the callback
The AEP callback at 8 pm gets answered, qualified, and booked instead of going to voicemail.
Learn moreunLocked AI in the record
Ask it to draft the follow-up, log the call, move the case, or pull the list. It works inside the CRM, on instruction.
Learn moreAnnual reviews and re-shopping
Annual review and re-shop lists with current plan costs, so the retention call has something to show.
Learn moreMedicare Commissions, Reconciled to the Policy.
Commission Auto Sync logs into your carrier portals with the credentials you enter once, pulls each statement on the carrier's schedule, and matches every line to the policy it belongs to. Per-member-per-month payments, hierarchy splits, rapid disenrollment, and chargebacks are all accounted for, and every exception is listed with the carrier and the dollar amount: missing payments, underpayments, unmatched deposits, and chargebacks. 332 carrier connections. Included on Max.
See Commission Auto SyncWhy Not an Enrollment Platform, an AMS, or a Generic CRM?
The tools Medicare agents usually evaluate each cover one slice of the year. Anything missing quoting, SOA, recording, nurture, or commission reconciliation leaves the rest on you.
Enrollment platforms (Sunfire, Connecture)
Strong quoting engines with a thin CRM behind them. No AI calling, no commission reconciliation, no T65 nurture. A quoter, not a book manager.
FMO-owned tools
Features often gate on carrier hierarchy and your book is portable in name only.
Generic CRMs (HubSpot, GoHighLevel)
No SOA workflow, no recording retention, no Medicare carrier feeds. Every regulator-facing step is something you build and maintain yourself.
Dialer-first CRMs (Ringy, Radius)
Calling and contacts, with quoting, compliance, and commissions left outside the tool.
Medicare CRM FAQ
What is a Medicare CRM?
A system of record built for Medicare agents rather than a generic CRM with a Medicare tag. It has to quote MAPD, Medigap, and Part D at the county level, record and retain marketing calls, capture a Scope of Appointment before the appointment, work turn-65 leads on a six-month runway, and reconcile commissions across Medicare carriers.
What can I quote?
Medicare Advantage, Medicare Supplement, and Part D, with Star ratings, provider checks, and the client's own prescriptions and pharmacy priced into the comparison. Quoting is included on every plan.
How does the Scope of Appointment work?
SOA is sent, signed remotely, timestamped, and filed to the contact before the appointment. Booking links can require it during booking, and the Medicare Intake Link collects both Permission to Contact and the SOA before your first call.
Is it ready for AEP?
AEP is what the T65 and re-shop workflows were built around. Bulk re-shop and plan-change sequences, the dialer, Agent AI outbound, and Arwyn answering inbound all run through Oct 15 to Dec 7 volume.
Does it work with HealthSherpa, Integrity Connect, and Sunfire?
Yes. Quote and enroll where you prefer; leads, calls, SOAs, applications, and commission lines flow back into unLocked as the system of record. HealthSherpa Medicare and Integrity Connect are live integrations.
How are Medicare commissions handled?
Commission Auto Sync pulls carrier statements, matches each payment to the policy, and flags missing payments, underpayments, unmatched deposits, and chargebacks across 332 carrier connections. Included on Max.
How much does it cost?
Core is $69, Pro is $149, and Max is $247 per user per month, with a 14-day free trial. Standard quoting, the dialer, compliance workflows, and unLocked AI are in every seat. Pro adds AI quoting, Agent AI, Arwyn, voice cloning, and the AI Chatbot. Live E-Apps for supported carriers are included on Core. Commission Auto Sync reconciliation is on Max. Messaging, calling, and AI usage are billed separately.