MedicarePRO CRM review for insurance agencies: pricing, lead routing and integrations
MedicarePRO CRM keeps a Medicare agent's leads, clients, policies and commissions on one record. Leads come in from forms, portals, imports and Medicare lead sources, and the record carries drugs and doctors into quoting and enrollment tools.
The Agent plan costs $45 per month and the Agency plan $55 per month, and the first 30 days are free.
- Best for
- Medicare agents and small agencies with downlines that want a CRM with quoting and enrollment links at published prices
- Price
- Agent $45 a month for one user. Agency $55 for three
- Free trial
- 30 days free, with full access
- Lead intake
- Lead forms, client portals, imports, Calendly bookings, Zapier and Medicare lead sources
- Assignment
- By hand, one lead or many at a time
- Texting and calling
- Through Twilio, Quo, Zoom Phone and other phone services
- Agency systems
- Holds clients, policies and commissions itself. Carrier books come in by file
- Contract
- Month to month. Cancel at least three days before the next bill
Our take
MedicarePRO is a good match for a Medicare agent or small agency that wants leads, enrollments, policies and commissions together, with published monthly prices. SunFire, Connecture, HealthSherpa and Spark links save retyping.
Solo agents need only the Agent plan. Agencies with downline agents pick the Agency plan for three staff members.
Leads are assigned by hand, with no rotation or rules.
Pros
- Published monthly prices and 30 days free
- Links to SunFire, Connecture, HealthSherpa and Spark for Medicare quoting and enrollment
- Drug, doctor and pharmacy lists stay with the client
- Tracks policies, pending business, commissions, overrides and carrier contracts
- Repeat submissions are added as notes instead of new duplicates
Cons
- No automatic lead routing or round robin. Leads are assigned by hand
- Automations are a paid add-on, quoted by MedicarePRO
- No built-in Do Not Call registry scrub
Plans and pricing
| Plan | Price | Users | What it adds |
|---|---|---|---|
| AgentOne Medicare agentWhere most agents start | $45 a month | 1 | The agent platform, support, encryption and hourly backups |
| AgencyAgencies with downline agents | $55 a month | 3 | The same tools for three staff members, with agency reports, splits and payment reports |
Prices as of October 2026, from medicareproapp.com/plans. Both plans start with 30 days free.
Good to know before you buy
- Setup fees, if any, are quoted by MedicarePRO.
- Texts sent through Quo use Quo credits, even on an unlimited Quo plan.
Getting started
Start the 30 free days
Sign up online for 30 days of full access.
Upload your books
Export each carrier's book and upload the Excel or CSV file. Staff review it.
Connect enrollment tools
Link SunFire, Connecture, HealthSherpa or Spark.
Connect lead sources
Add lead forms, Calendly, Zapier or Medicare Agents Hub.
Invite your downline
Agencies invite agents and share flows, automations and branding.
Support is by phone, email and a help center.
Lead intake
Leads come in from lead forms with your own fields, client portals and imports where you pick the source. Calendly bookings and Zapier triggers such as Facebook lead ads can create leads too.
- Ways leads come in
- Lead forms, client portals, Excel or CSV import, Calendly, Zapier, a webhook or by hand
- Lead sources
- Medicare Agents Hub posts lead requests by webhook, and RetireFlo sends survey answers with drugs and doctors. Apollo International is a named lead vendor
- Duplicates
- A repeat lead becomes a note on the existing record and fills in missing phone, email or birth date
- Merging
- Merge profiles by hand, choosing which fields to keep
Assignment rules
By hand
Pick an agent for one lead, or select many leads and send them to one agent.
Upline to downline
Agents accept leads their upline sends them, in bulk if needed.
- Limits
- Clients can only go to agents inside the agency
- Visibility
- Tasks and records follow the agency hierarchy
Follow-up and calling
Agents follow up with tasks, email, texts, calls, booking and reminders. The lead stays on one record through enrollment and the policy.
- Texting and calling
- Through Twilio, Quo (formerly OpenPhone), Zoom Phone and Esendex, with ringless voicemail by SlyBroadcast
- Opt-outs
- Contacts marked unsubscribed, do-not-call or do-not-mail are skipped by automations. Bounced email is suppressed
- When follow-up stops
- Deleting a contact stops queued emails, texts, letters and voicemails
- Do Not Call
- No national registry check
Client and policy records
MedicarePRO is the working record for each client and their policies. Carrier book files, commission statements and enrollment tools can create or update them.
Renewals, retention and cross-sell
Annual review
From October through March, active and pending policies carry a plan-year review flag.
Book checks
Reconcile Book finds clients missing from a newer carrier file.
Cross-sell
Questionnaires ask clients about coverage they don't have, and answers can start automations.
Connections
| Connects to | Type | How | What it does |
|---|---|---|---|
| SunFire Matrix | Medicare quoting | Built in | Client details go out to prefill enrollment, and enrollment reports can come back |
| Connecture PlanCompare Edge | Medicare quoting | Built in | Contact details go out, and enrollments can come back |
| HealthSherpa Medicare | Medicare quoting | Built in | Contacts, drugs, doctors and pharmacies sync, and enrollments come back |
| Spark | Medicare quoting | Built in | Syncs enrollments |
| Medicare Agents Hub | Lead source | Built in | Lead requests post in by webhook |
| RetireFlo | Lead source | Built in | Survey answers, drugs, doctors and pharmacies come in |
| Carrier book files | Carrier | File import | Excel or CSV books are uploaded and reviewed |
| Commission statements | Commissions | File import | Statements upload and reconcile to policies |
| Twilio, Quo (formerly OpenPhone) and Zoom Phone | Phone | Built in | Calls and texts, with logs in MedicarePRO |
| SlyBroadcast and Esendex | Phone | Built in | Ringless voicemail and texts |
| Calendly | Calendar | Built in | Bookings for chosen event types create leads |
| Outlook, Gmail Calendar and Zoho Mail | Email and calendar | Built in | Email and calendar connections |
| HubSpot and Zoho CRM | CRM | Built in | Contacts sync out |
| AgentMethods, CurrentClient and CareCycle | Marketing | Built in | Read client details for marketing, calls and AI tools |
| Zapier | Automation | Zapier | Facebook lead ads and other apps can add leads |
HealthSherpa limits apply to agents inside an agency and to captive agents. Zapier needs its own account, which Zapier bills separately.
Medicare and health
- Scope of appointment
- Sent by text or email or signed in person, then kept on the client record
- Consent
- Portal consent forms. A Scope of Appointment isn't consent to call or text
- Enrollment
- Tracks pending policies, method, status, application and effective dates
- Call recording
- Through connected phone services such as Quo, not MedicarePRO itself
- Drugs and doctors
- Drug, doctor and pharmacy lists stay with the client
Commissions
Each policy carries its commission, and schedules project expected and renewal pay, with Medicare Advantage and Part D rules by county, state and plan. Statements upload, reconcile and flag conflicts, and agency accounts get splits and payroll-ready payment reports.
Client portal and mobile app
- Apps
- No app. MedicarePRO runs in a web browser
- Client portal
- Collects contact details, drugs, doctors, pharmacies, the Medicare card and questionnaire answers. Scope of Appointment forms show here too
- Sending the portal
- By email, text or a QR code
Reporting
Reports you get
- Lead source kept on every lead
- Sales and policies by source
- Production and pending business
- Agents, contracts and licenses
- Commissions and overrides
- Email delivered, opened and clicked
Contract and cancellation
- Term
- Monthly, billed in advance. The terms allow a yearly term, but no yearly price is published
- Renewal
- Renews on the next billing date
- Notice
- Cancel at least three days before the next billing date
- Refunds
- No partial refunds. Access lasts through the paid period
- Your data
- Export reports to Excel or CSV, or ask for a secure copy. Data is kept 90 days after you deactivate
From MedicarePRO's terms of service.
MedicarePRO CRM alternatives
- AgencyBlocQuote onlyRouting rules and Scope of Appointment forms for larger agencies
- TLDCRMFrom $100 a user per monthCalling built in, with lead routing for life and health
- AgentCubedQuote onlyRouting by license and territory for Medicare teams
- GloveBox CRMFrom $41.65 a month, billed yearlyWeighted round robin, with vendor leads through Zapier or CSV
See every option in insurance lead management software.
Frequently asked questions
How much does MedicarePRO cost?
The Agent plan costs $45 per month for one user and the Agency plan $55 per month for three users, and the first 30 days are free.
Can MedicarePRO assign leads automatically?
No. Leads are assigned or reassigned by hand, one at a time or in bulk.
Which enrollment tools does MedicarePRO connect to?
SunFire, Connecture PlanCompare Edge, HealthSherpa and Spark.
Does MedicarePRO have a free trial?
Yes. The first 30 days are free, with full access.
Can I cancel MedicarePRO any time?
Yes. Cancel at least three days before your next billing date.
How we researched this review. We based this review on the pricing, terms and product pages published by MedicarePRO CRM, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan MedicarePRO CRM quit selling or a contract term that reads different now, let us know and send the link to the page where MedicarePRO CRM has it. Somebody here pulls up that page and checks it before we change anything on ours.