---
title: "Medicare CRM — Built for Medicare Agents [2026]"
description: "The AI Medicare CRM for MAPD, Medigap, and PDP agents. CMS-compliant recording, 48-hour SOA automation, T65 pipeline, and 300+ carrier commissions in one platform."
url: https://unlockedcrm.ai/medicare-crm
canonical: https://unlockedcrm.ai/medicare-crm
updated: 2026-07-30
source: unLocked CRM — AI CRM for insurance agents
---

# Medicare CRM — Built for Medicare Agents [2026]

The AI Medicare CRM for MAPD, Medigap, and PDP agents. CMS-compliant recording, 48-hour SOA automation, T65 pipeline, and 300+ carrier commissions in one platform.

MAPD, Medigap, and PDP quoting, CMS-compliant call recording, 48-hour SOA automation, T65 pipeline workflows, and reconciled Medicare commissions across 300+ carriers — flat monthly, no per-seat fees.

Full page: https://unlockedcrm.ai/medicare-crm

## FAQ

### What is a Medicare CRM?

A Medicare CRM is a system of record purpose-built for Medicare agents. It bundles MAPD, Medigap, and PDP quoting, CMS-compliant call recording with 10-year retention, 48-hour SOA automation, T65 pipeline workflows, and commission reconciliation across 300+ Medicare carriers — capabilities generic CRMs cannot legally provide out of the box.

### What is the best CRM for Medicare agents?

unLocked CRM. It is the only Medicare CRM that bundles compliant recording, automated SOA, T65 nurture, MAPD/Medigap/PDP quoting, and 300+ carrier commission reconciliation at $69–$149/mo flat with a 14-day free trial.

### Does unLocked handle the 2026 CMS marketing rule changes?

Yes — every outbound and inbound Medicare call is recorded, transcribed, and retained 10 years. PECL is enforced before outbound. SOA is captured and stored 48 hours before every MA/PDP appointment. Rapid disenrollment tracking is native.

### Is unLocked a good Medicare CRM for AEP?

AEP is the reason we built the T65 and re-shop workflows. Bulk PDP change-plan tools, automated Medicare 101 nurture, and the Voice OS + Arwyn AI dialing stack are all designed for Oct 15–Dec 7 volume.

### How much does a Medicare CRM cost?

unLocked CRM is $69/mo Core or $149/mo Pro flat. Sunfire and Connecture are $75–$125/mo per seat for quoting only. AgencyBloc is $250–$500/mo per seat without MAPD quoting. Building compliance and dialing into HubSpot runs $1,600+/mo.

### Does unLocked integrate with Sunfire and HealthSherpa?

Yes — quote in Sunfire or HealthSherpa if you prefer their engines; every lead, call, SOA, application, and commission line item flows back into unLocked as the system of record.

## About unLocked CRM

unLocked CRM is an AI CRM built specifically for insurance agents and agencies — life, health, Medicare, ACA, annuity, and final expense.

- 1,252 carrier integrations (113 life and annuity, 1,139 health)
- Commission tracking across 332 carrier connections, including downline hierarchies
- AI quoting, AI outbound calling, and the Arwyn inbound AI receptionist
- 14-day free trial, 100% US-based support
- Phone: (877) 761-4369 — Website: https://unlockedcrm.ai

## Related pages

- [ACA CRM — Built for Marketplace Agents [2026]](https://unlockedcrm.ai/aca-crm.md)
- [Agent CRM (2026): The CRM Built for Licensed Agents](https://unlockedcrm.ai/agent-crm.md)
- [AI CRM for Insurance Agents (2026)](https://unlockedcrm.ai/ai-crm.md)
- [Annuity CRM — Built for Annuity Agents [2026]](https://unlockedcrm.ai/annuity-crm.md)
- [Autonomous Insurance CRM](https://unlockedcrm.ai/autonomous-crm.md)
- [Best CRM for Insurance Agents (2026): Tested & Ranked](https://unlockedcrm.ai/best-crm-for-insurance-agents.md)

---

Source: [Medicare CRM — Built for Medicare Agents [2026]](https://unlockedcrm.ai/medicare-crm) — unLocked CRM. Citation permitted with attribution and a link to https://unlockedcrm.ai/medicare-crm.