MedicareCRM® was the first customer relationship management tool purpose-built for Medicare Advantage. Proven with 12+ years of use, it’s the preeminent marketing and sales solution utilized by many of the biggest names in the industry as an integral part of their growth strategies. Our comprehensive technology extends far beyond a traditional CRM solution - automating marketing, sales, retention and CMS compliance functions while enabling complete visibility
into all of your sales channels including call centers,
field agents, brokers, and community relations.


  • Predictive Analytics

  • Campaign Management

  • Real-Time Cost Per Lead

  • CMS Approval Code Tracking

  • Integration with 3rd Parties - Media Planners/Buyers, Creative Agencies, Fulfillment Vendors and More


  • Lead Capture & Distribution

  • Lead Assignment Algorithms

  • Telephonic, Online, Paper/Fax Application Processing

  • CMS-Approved Call Scripts

  • Compliance Features Such As Scope-of-Appointment, Permission-to-Contact

  • Uniform & Compliant Member Experience

Online Portals

  • Internal Enrollment Portals Customized for Telephonic, Broker, and Field Agent Requirements

  • Consumer-Facing Enrollment Forms

  • Seamless White-Labeled Experience

  • Validation of CMS-Required Data

  • Real-Time Sales and Enrollment Channel Reporting

Mobile Application

  • Eliminate Hard-Copy Applications

  • Allow Field Agents and Brokers Real-Time Access to Leads, Resources and More

  • Capture Enrollments via Tablet or Phone


  • 30+ Pre-Configured Reports Such As:

    • Campaign Analytics

    • Sales Performance

    • Lead Status

  • Real-Time Reporting Dashboard

  • Self-Service Reporting & Analytics Tools

“Bolt-On” Modules

  • Telesales Toolkit

  • Sales Manager Dashboard

  • Benefit Plan Comparison

  • AgentHQ