Best lead management software for Medicare agencies
Below are the lead management tools we found for Medicare. They follow our default order, which is not a quality ranking.
Eight vendors have a product that lists Medicare among its insurance lines, and four of them publish a starting price. Per account per month, entry plans start at $45 (MedicarePRO CRM) and go up to $1,075 (boberdoo). Starting prices per user per month run from $20 at Ricochet360 to $100 at TLDCRM.
Of the eight vendors, two have a client portal, three have a mobile app and three track commissions.
Quick picks by need
- Lowest starting price per account per monthMedicarePRO CRMFrom $45 per account per month
- Scope of appointmentAgentCubed, AgencyBloc AMS+ and MedicarePRO CRMMedicare appointment forms built in
- Mobile appRicochet360, AgentCubed and AgencyBloc AMS+Agents can work from a phone
- Commission trackingTLDCRM, AgencyBloc AMS+ and MedicarePRO CRMProducer pay kept in the system
- Month to monthTLDCRM, boberdoo and MedicarePRO CRMNo yearly contract
8 vendors
Pick this if a published start of $100 per user per month fits your budget.
- Best for
- Health, Medicare and life agencies and call centers with 15 or more agents that buy leads and calls in volume
- Starting price
- $100 per user per month, month to month (October 2026)
- Lines
- Medicare
- Contract
- Month to month, renewing monthly
Check first: a 15-seat minimum, so at least $1,500 a month, plus a $1,000 setup fee.
Read the TLDCRM reviewAlso covers Medicare, which puts it on this list of lead management tools. Pick this if your producers work from phones, since there is a mobile app.
- Best for
- Agencies and call teams that buy leads and want CRM, phone, texting and dialing in one system
- Starting price
- $20 per user per month, annual contract (October 2026)
- Starting price, Farmers agencies
- $18 per user per month for Farmers agencies, annual contract (October 2026)
- Lines
- Medicare
- Contract
- Monthly (two-month minimum), quarterly or annual terms that renew automatically
Check first: texts, extra minutes and extra phone numbers cost extra.
Read the Ricochet360 reviewAlso covers Medicare, which puts it on this list of lead management tools. Pick Vanillasoft if its published terms fit your agency.
- Best for
- Insurance sales teams of five or more that buy leads from several vendors and call them from one queue
- Lines
- Medicare
- Contract
- Term chosen at signup, renewing automatically
Check first: Do Not Call registry sources aren't named, and consent records stay your job.
Read the Vanillasoft reviewAlso covers Medicare, which puts it on this list of lead management tools. Pick this if you want to buy month to month.
- Best for
- High-volume agencies that buy leads from many vendors and route or sell them to producers
- Starting price
- $1,075 per month, billed monthly (October 2026)
- Lines
- Medicare
- Contract
- Month to month
Check first: not a CRM or dialer, so follow-up happens elsewhere.
Read the boberdoo reviewPick this if your producers work from phones, since there is a mobile app.
- Best for
- Health, Medicare and life agencies, call centers and carriers that want lead routing, quoting and enrollment in one system
- Lines
- Medicare
Check first: no published prices or contract terms.
Read the AgentCubed reviewPick this if your producers work from phones, since there is a mobile app.
- Best for
- Health, Medicare and benefits agencies that want leads, clients, policies and compliance forms in one system
- Lines
- Medicare
- Free trial
- Yes, on request
- Contract
- Term set in your order form, renewing for 12 months
Check first: renews for 12 months unless you give 60 days notice.
Read the AgencyBloc AMS+ reviewAlso covers Medicare, which puts it on this list of lead management tools. Pick Convoso if its published terms fit your agency.
- Best for
- Insurance call centers that dial purchased leads in volume and need strict calling compliance
- Lines
- Medicare
- Contract
- Yearly in most cases, other terms through sales
Check first: no published prices or free trial.
Read the Convoso reviewPick this if a published start of $45 per month fits your budget.
- Best for
- Medicare agents and small agencies with downlines that want a CRM with quoting and enrollment links at published monthly prices
- Starting price
- $45 per month, billed monthly (October 2026)
- Lines
- Medicare
- Free trial
- 30 days
- Contract
- Month to month, cancel at least three days before the next billing date
Check first: no automatic lead routing or round robin. Leads are assigned by hand.
Read the MedicarePRO CRM review
Each price is the starting price the vendor publishes, with its date.
How we chose
A vendor qualifies when it has a product that lists Medicare among its insurance lines. That gave us eight vendors, with prices dated October 2026.
Beyond the price, three sell month to month, three cover Medicare scope of appointment and six describe migration help. Payment does not affect inclusion or order, and the order follows trust signals.
Related guides: insurance CRM, insurance dialers and agency management systems.
Frequently asked questions
How did you choose software for Medicare?
We looked for a product that lists Medicare among its insurance lines. All eight vendors listed have one.
What should I compare after making a shortlist?
Start with carrier downloads and commissions where you need them. Then check how the Medicare workflow handles quotes and renewals, and contract and export terms. On this page, two offer a free trial.
Where can I compare prices?
Use the software cost page to compare dated prices. Per account per month, entry plans start at $45 (MedicarePRO CRM) and go up to $1,075 (boberdoo). Starting prices per user per month run from $20 at Ricochet360 to $100 at TLDCRM.
How we researched this. We based this page on each vendor's published pricing where available, terms and product pages, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.