Private Beta
Medicare CRM & AMS Built for Independent Agents
KundPro helps Medicare agents manage their entire book of business in one place — clients, policies, commissions, renewals, and follow-ups — without spreadsheets or chaos.
Now in private beta. Be one of the first agents to run your Medicare book of business on a platform actually built for it.
Built by a Medicare agent with over 20 years in the field.
No credit card required • Free during beta
Most CRMs Don't Work for Medicare Agents — Here's Why
Most CRM platforms are built to generate leads — not manage what happens after the sale. But in Medicare, the real value comes from your book of business: renewals, commissions, and long-term client relationships. Generic tools leave agents piecing it together across spreadsheets and disconnected systems.
No commission tracking
Generic CRMs don't track NFYC or renewal commissions. You're left manually reconciling payments with no visibility into what you're owed.
No renewal visibility
Most tools have no concept of annual policy renewals — the single most important event in a Medicare agent's calendar year.
No policy-level management
Contact management is not the same as book-of-business management. Medicare agents need policy history, carrier data, and coverage tracking — not just a contact list.
What Makes KundPro Different
KundPro is a combined CRM + AMS designed specifically for Medicare agents. It doesn't just help you get clients — it helps you manage and grow your book of business long-term.
Track every client and policy in one place
Full client profiles, policy history, carrier data, and coverage details — organized and searchable, not buried in spreadsheets.
Monitor NFYC and renewal commissions
Know exactly what you're owed, what's been received, and what's still outstanding — for every policy, every carrier, every month.
Never miss a renewal or follow-up
Calendar-driven reminders surface exactly when clients need attention — before a renewal slips or a birthday goes unnoticed.
Who KundPro is built for
KundPro is purpose-built for agents who need more than a generic CRM — designed around the day-to-day reality of managing Medicare clients, policies, and long-term relationships.
Independent Medicare Agents
Managing a growing book of business who need structure and automation to stay on top of renewals, follow-ups, and client relationships.
Small Medicare Agencies
Teams that need visibility into clients, policies, and follow-ups without the overhead of enterprise software built for other industries.
Agents Transitioning from Spreadsheets
Those ready to organize their book of business into a real system built specifically for how Medicare agencies actually operate.
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 fixes that. Everything lives in one place: client profiles, policy history, tasks, commissions, and a calendar that 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
Calendar-driven reminders for birthdays, renewals, and follow-ups so client touch points never slip through the cracks.
Track the business clearly
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 communication
- Compliance notes and documentation
Policy Management
- Policy ledger for tracking Medicare coverage and policy history
- Effective dates, renewal dates, and carrier information
Prospecting & Growth
- Prospecting reports with actionable opportunities
- Book-of-business visibility and growth tracking
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
- NFYC and renewal commission management
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 and act on it.
- Upcoming client birthdays for consistent relationship touch points
- Policy renewals and key dates pulled automatically 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 Is a Medicare CRM and AMS?
A Medicare CRM (Customer Relationship Management system) helps agents manage client relationships — tracking contacts, interactions, follow-ups, and communication history. A Medicare AMS (Agency Management System) handles the operational side — policies, commissions, renewals, and compliance documentation.
Most agents need both. KundPro combines them into one platform, giving independent Medicare agents complete control over their book of business without stitching together separate tools or managing spreadsheets alongside a CRM that was never built for insurance.
CRM — the relationship side
Track every client, every conversation, every follow-up. Know who needs attention and when. Build the kind of organized client history that makes renewal season manageable instead of chaotic.
AMS — the operational side
Manage policies by carrier, track NFYC and renewal commissions, maintain compliance notes, and surface renewal dates automatically — all tied to the client record.
Why Medicare agents need both
Medicare is a long-term business. The agent who wins isn't always the one with the most leads — it's the one who retains clients year over year. That requires both relationship management and operational discipline in the same system.
Why most tools fall short
Generic CRMs track contacts but not policies. Generic AMS tools handle operations but not client relationships. KundPro was built to do both, specifically for the Medicare market.
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
Beta participants help shape the roadmap and receive early access to new features.
Agents accepted into the private beta receive Founder Pricing — permanently locked at 40% below future public launch pricing tiers.
Reserved for early adopters helping shape the platform before public launch.
Frequently Asked Questions About KundPro Beta
Everything you need to know about KundPro's private beta program.
KundPro is a Medicare CRM and AMS (Agency Management System) built specifically for independent Medicare agents. It combines client management, policy tracking, commission reconciliation, renewal reminders, and task management in one system designed around how Medicare agents actually work.
Yes. Early beta testers receive free access while the platform is being refined. There are no charges during the beta period.
The beta is designed for independent Medicare agents and small Medicare agencies who are ready to move beyond spreadsheets and generic CRM tools.
The platform is being built iteratively with beta testers. Early agents help shape what gets prioritized and refined before the public launch.
Yes. Early testers receive Founder Pricing — permanently locked at 40% below future public launch pricing tiers as a thank you for helping build the platform.
No. KundPro is designed specifically for insurance agents, not developers. If you can use a spreadsheet, you can use KundPro.
Apply for Early Access to KundPro
We're offering limited beta access to Medicare agents who want a better way to manage their book of business. Free during beta. Founding pricing locked in for early testers.
Claim Your Founding Agent SpotNo credit card required • Free during beta • Medicare agents only