MedicareCRM

MedicareCRM® was the first customer relationship management solution that was purpose-built for Medicare Advantage. Proven with 17 years of use, it’s the preeminent member acquisition technology empowering many of the biggest names in the industry.

Our comprehensive workflows extend far beyond a traditional CRM solution. Gain complete control of marketing data, CMS compliance, and sales channel performance including call centers, field agents, brokers, and community relations.

Contact Us
Features
check circle
Campaign Management
check circle
Lead Capture
check circle
Real-Time Lead Management
check circle
Lead Assignment Algorithms
check circle
Broker/Agent Management Tools
check circle
Call Center UI
check circle
Seminar Reservation Functionality
Reporting
check circle
Real-Time
check circle
40+ Pre-Configured
check circle
Ad-Hoc/On-Demand
check circle
Self-Querying (No IT Request)
check circle
Extracts to .csv, .xlsx, & more
Compliance
check circle
Routine Updates for New Regulations
check circle
Dynamic CMS-Approved Call Scripts
check circle
Scope of Appointment Capture
check circle
Permission-to-Contact Tracking
check circle
Data & Document Transparency
check circle
Broker Compliance Suite

Contact Us

We help MA organizations around the country achieve their strategic goals. How can we help you?

First Name*
Last Name*
Message
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.