Private Beta
Never Lose a Medicare Client to a Missed Follow-Up Again.
Built by a Medicare agent who got tired of losing clients to missed follow-ups.
Most Medicare agents don't lose clients because of bad service — they lose them because things slip through the cracks.
Track policies, commissions, client relationships, and revenue opportunities — all in one place designed specifically for Medicare agents.
No credit card required. Private beta for Medicare agents only.
Used by independent Medicare agents across multiple states.
Medicare CRM and Agency Management System (AMS) for independent insurance agents
Most CRMs were never designed for Medicare.
Medicare agents manage long-term client relationships, annual renewals, commissions, follow-ups, and compliance. Generic CRM tools rarely reflect that day-to-day reality. Most CRM and AMS platforms are built for broad use cases — they require configuration, workarounds, and compromises just to fit an insurance workflow. KundPro is built differently. It follows the structure of the best practice management tools in the industry, but with a sharper Medicare focus and none of the overhead.
Built from real industry experience
KundPro was created by a Medicare agent who needed a better way to manage clients, policies, renewals, commissions, and follow-up activity.
Designed around real workflows
The platform is being shaped around the things agents actually do every day — not around generic CRM or AMS assumptions.
Focused on the Medicare business
This is not a broad all-purpose CRM. It is being built specifically for Medicare agency management and the operational reality of selling Medicare.
Built for Medicare agents managing a real book of business.
KundPro is designed for agencies and agents who need more than a generic CRM. It is built for the day-to-day reality of managing clients, policies, renewals, commissions, and long-term relationships in the Medicare market.
Independent Medicare agents
Keep your client records, policy details, follow-ups, and reminders organized in one place instead of across scattered spreadsheets and notes.
Growing Medicare agencies
Build a stronger operational foundation for your team with a platform designed specifically for Medicare workflows.
Agents managing renewals and commissions
Stay on top of policy renewals, commission activity, and client history with tools built for long-term book-of-business management.
Agents replacing spreadsheets
Move from fragmented files and manual tracking into a centralized system designed to become the source of truth for your agency.
Run your Medicare book of business from one system.
Independent Medicare agents lose business the same way every time — a renewal slips, a birthday goes unnoticed, a follow-up never happens because the information was buried in a spreadsheet. KundPro fixes that. Everything you need to run your book of business lives in one place: client profiles, policy history, tasks, commissions, and a calendar that automatically surfaces what needs attention before it becomes a missed opportunity.
Stay organized
Keep client information, policy history, notes, tasks, and important dates together instead of scattered across spreadsheets and disconnected tools.
Never miss important dates
Use calendar-driven reminders for birthdays, renewals, and follow-ups so client touch points do not slip through the cracks.
Track the business clearly
Get visibility into prospecting opportunities, commissions, renewals, and activity across your Medicare book of business.
Focus on what matters
Spend less time chasing information and more time serving clients, following up consistently, and growing production.
A Medicare CRM and AMS for managing your entire book of business.
KundPro currently includes the following core capabilities built for Medicare agency management.
Client Management
- Client contact information and profile data
- Interaction tracking for calls, notes, and client communication
- Compliance notes and documentation
Policy Management
- Policy ledger for tracking Medicare coverage and policy history
Prospecting & Growth
- Prospecting reports with actionable opportunities
Productivity Tools
- Task management for follow-ups and reminders
- Integrated calendar that automatically pulls important dates from client data
Financial Tracking
- Commission tracking and reconciliation tools
Workspace Customization
- Customizable quick links to your most-used tools and systems
See your Medicare book of business at a glance.
KundPro brings the important parts of your business into one place so you can see what matters quickly and act on it.
- Upcoming client birthdays for consistent relationship touch points
- Policy renewals and other key dates pulled from your data
- Open tasks and follow-ups that support daily execution
- Commission tracking and visibility into your business
- Prospecting opportunities surfaced from reports and data
Now entering beta.
KundPro is currently in active development. A limited number of Medicare agents will be invited to participate in early testing as the platform continues to evolve.
This is not only a beta signup. It is also an early-access list for agents who want updates as KundPro moves toward launch.
- Explore new Medicare CRM and AMS features early
- Help shape the direction of the platform
- Join the list for launch updates and early access
Agents accepted into the private beta will receive Founder Pricing — permanently locked at 40% below future public pricing.
Reserved for early adopters helping shape the platform during development.
Common Questions About KundPro CRM + AMS
Learn how KundPro helps Medicare agents manage their book of business, track commissions, and stay organized with a platform built specifically for the senior insurance market.
An Agency Management System (AMS) is a centralized digital hub designed to replace manual spreadsheets and fragmented files with a secure automated system of record.
For Medicare and health insurance specialists, KundPro CRM + AMS goes beyond a basic contact list by tracking complex policy details and managing carrier commissions with precision to ensure you are paid accurately for every enrollment.
By automating renewal alerts and consistent client touchpoints, the system ensures you never miss a critical deadline or an opportunity to engage your book of business.
AMS (Agency Management System) acts as the back-office anchor of your agency. It focuses on post-sale operations like tracking policies, commissions, and renewals.
CRM stands for Customer Relationship Management. It is the part of your system focused on the growth side of your business.
CRM tools help you track leads, manage sales conversations, automate follow-ups, and maintain communication with prospects and clients.
CRM is your growth engine. It focuses on finding new clients, nurturing relationships, and turning prospects into long-term policyholders.
Most CRM and AMS platforms are built for broad industries and require heavy customization to fit an insurance workflow.
KundPro is built specifically for Medicare agents and focuses on managing a book of business rather than just storing contacts.
It combines CRM growth tools with AMS back-office infrastructure in a single platform designed around Medicare agency workflows.
KundPro centralizes client information, policies, commissions, tasks, and calendar reminders into one system.
This eliminates the need to manage spreadsheets, scattered notes, and multiple disconnected tools.
The result is fewer missed follow-ups, better client retention, and more time spent on sales rather than administrative work.
Yes. KundPro is designed specifically for the Medicare insurance market.
The platform reflects the real workflows Medicare agents deal with every day — renewals, commissions, compliance documentation, and long-term client relationships.
Yes. KundPro is built around the principle that agents own their book of business and their client data.
The platform simply provides the infrastructure that organizes and secures that information while keeping your agency in control.
Renewals slip. Birthdays get missed. Follow-ups fall through the cracks. KundPro fixes that.
Built by a Medicare agent who lived this problem. Now in private beta — founding pricing locked in for early adopters. Spots are limited.
Claim Your Founding Agent Spot