Founding Agent Pricing
Your Book of Business Is an Asset. Manage It Like One.
Built by a Medicare agent who got tired of losing clients to missed follow-ups.
A Medicare-focused Agency Management System built for policies, commissions, renewals, follow-ups, and long-term book-of-business control.
Most Medicare agents don't lose clients because of bad service — they lose them because things slip through the cracks.
KundPro helps Medicare agents organize policies, commissions, renewals, and client records in a system designed around long-term business ownership — not just short-term sales activity.
40% off for life — founding agents only • Secure checkout through Stripe • Used by Medicare agents in TX, PA, and FL
Most agents don't lose clients because they're bad at sales.
They lose them because they can't keep track of everything.
Most CRMs were never designed for Medicare.
Medicare agents manage long-term client relationships, annual renewals, commissions, follow-ups, and compliance documentation. Most CRM and AMS platforms are built for broad use cases — they require configuration, workarounds, and compromises just to fit an insurance workflow. KundPro follows the structure of proven practice management tools, 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 — and couldn't find a tool built for that.
Designed around real workflows
The platform is shaped around what agents actually do every day — not generic CRM assumptions that require heavy customization before they're useful.
Focused on the Medicare business
This is not an all-purpose CRM. It is built specifically for Medicare agency management — the policies, the renewals, the commissions, and the long-term client relationships that define this business.
Built for Medicare agents managing a real book of business.
KundPro is for independent agents and growing agencies who need more than a generic CRM — a platform built around the real day-to-day of Medicare: clients, policies, renewals, commissions, and long-term relationships.
Independent Medicare agents
Keep client records, policy details, follow-ups, and reminders organized in one place — not scattered across spreadsheets, sticky notes, and email threads.
Growing Medicare agencies
Build a stronger operational foundation for your team with a platform designed around Medicare workflows and the realities of running a book of business.
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 — not just contact storage.
Agents replacing spreadsheets
Move from fragmented files and manual tracking into a centralized system designed to become the single source of truth for your agency.
From scattered to in control.
Without KundPro
- Notes scattered across different places
- Missed follow-ups and forgotten renewals
- Hard to see what needs attention today
With KundPro
- Everything in one place, organized by client
- Clear follow-up visibility with calendar-driven reminders
- Better control of your Medicare book of business
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. KundPro brings everything into 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 in one place — not scattered across spreadsheets and disconnected tools.
Never miss important dates
Calendar-driven reminders for birthdays, renewals, and follow-ups keep critical touch points from falling through the cracks.
Track the business clearly
Get visibility into prospecting opportunities, commissions, renewals, and activity across your entire 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 includes the following core capabilities, built specifically for Medicare agency management.
Client Management
- Client contact information and full profile data
- Interaction tracking for calls, notes, and communication history
- Compliance notes and documentation per client
Policy Management
- Policy lifecycle management across enrollment, renewal, and plan change
- Policy ledger for tracking Medicare coverage and plan history
- Renewal date tracking tied to client records
Prospecting & Growth
- Prospecting reports with actionable opportunities surfaced from your data
- Lead and prospect tracking separate from active client records
- Visibility into pipeline activity and follow-up status
Productivity Tools
- Task management for follow-ups and reminders
- Integrated calendar that pulls important dates from client data automatically
- Daily agenda view so nothing slips through the cracks
Commission Reconciliation
- Commission reconciliation — compare expected vs. actual carrier payments
- Policy-level commission tracking across your full book of business
- Commission history tied to individual client records
Workspace Customization
- Customizable quick links to your most-used tools and systems
- Dashboard layout tailored to your agency's workflow
- Built to expand as the platform evolves with your feedback
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 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
What agents are saying.
This is exactly what I needed to keep track of my clients and follow-ups.
This platform makes managing clients, staying organized, and supporting people much easier.
I already caught follow-ups I would've missed. That alone makes it worth it.
Lock in your rate before spots are gone.
KundPro is actively adding new features. Join now, complete checkout through Stripe, and your founding rate is locked in for life — even as the price goes up.
- Full Medicare CRM + AMS — everything included from day one
- Help shape the platform as a founding agent
- 40% off for life — price goes up when founding spots fill
$49.95/month — founding agents pay just $29.97/month for life. Use code BETA40 at checkout.
Built by a Medicare agent who needed this — not a generic CRM company.
This pricing is reserved for agents who join early. Once founding spots are gone, the price goes up.
Simple pricing for Medicare agents.
One plan. Everything included. No tiers, no add-ons, no confusion.
Use code BETA40 at checkout and keep 40% off for life. Price goes up when spots fill.
BETA40
No contracts. Cancel anytime.
Get Founding Agent Pricing- Client and policy management
- Commission tracking
- Tasks and follow-ups
- Calendar and renewal visibility
- Prospecting report builder
- Local-first data control
- CSV and JSON export — no lock-in
- Form Broadcast workflow support
Common Questions About KundPro CRM + AMS
Learn how KundPro helps Medicare agents manage policies, commissions, renewals, client records, and long-term book-of-business workflows in one Medicare-focused platform.
KundPro is a Medicare-focused agency management system built for independent Medicare agents. It organizes policies, commissions, renewals, client records, and follow-up workflows in one platform designed around how Medicare agents actually work.
KundPro is both a CRM and a Medicare agency management system in one platform. It handles client relationships, policy tracking, commission reconciliation, renewals, and long-term book-of-business management — without requiring two separate tools.
Yes — KundPro tracks Medicare commissions at the policy level, letting agents compare expected payments against actual carrier payments. Commission history is tied directly to individual client records for clear visibility across a book of business.
Form Broadcast is a KundPro workflow feature that reduces repetitive data entry between CRM records and Medicare enrollment platforms. It helps agents move client information more efficiently across the tools they already use, rather than retyping the same details into multiple systems.
Yes — KundPro organizes policy documents, client interactions, notes, and workflow records in a centralized Medicare-focused system. Everything is tied to the client record, so agents have a complete history in one place rather than scattered across spreadsheets and disconnected tools.
KundPro is built exclusively for Medicare agents — not adapted from a generic sales tool. Where generic CRMs require configuration to fit insurance workflows, KundPro is structured around Medicare-specific needs from the start: policy management, commission reconciliation, annual renewals, and long-term client relationships.
Yes — agents own their data in KundPro. The platform supports portable exports in CSV and JSON formats, is built around a local-first data philosophy, and is designed to reduce platform lock-in so agents maintain control over their book-of-business records long-term.
Ready to stop managing your book of business in spreadsheets?
Founding agent pricing is available for a limited time. Lock in 40% off for life before spots are gone — the price goes up once founding access closes.
Get Founding Agent Pricing$29.97/month for life with code BETA40 • Secure billing through Stripe • Medicare agents only