KundPro Medicare CRM Private Beta
For independent Medicare agents

The system that runs your
Medicare business.

Stop rebuilding the same client across five systems.
Enter it once. Keep it. Use it everywhere.

Beta code BETA40 saves 40% for life • Secure checkout through Stripe • Built for real Medicare agents

Works with Sunfire, Aetna, Humana, UHC No integrations required Local-first data storage Built by a Medicare agent

Create Your Beta Account

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Founding beta discount · 40% off for life

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BETA40
Use code BETA40 at checkout Founding agents keep 40% off for life

$49.95/month before discount • Secure billing through Stripe • Cancel anytime

KundPro Medicare CRM and AMS dashboard — client management, policy tracking, and commissions in one system

Your entire Medicare business.
One connected system.

Your tools don't share data. KundPro is the system underneath — connecting every step from prospect to renewal.

This is how everything connects — without integrations.

Works everywhere
Any carrier or quoting form in Chrome
Enter it once
Your data follows you everywhere
Instant
Forms fill in seconds, not minutes
No APIs
No integrations or carrier dependencies
KundPro
Form Broadcast

You're not using one system.
You're managing a stack.

And none of them share the work.

🗂️
CRMContact info, notes, follow-ups
📊
Quoting toolsPlan comparisons, premiums
🌐
Carrier websitesApplications, enrollments
📧
Email + notes + memoryEverything else

Every tool works.
None of them work together.

So every step starts over.
That's not a system. That's manual coordination.

KundPro connects what you already use.

No replacing your workflow. No complicated integrations. Your data just moves.

Enter it once. Use it everywhere.

🔗

Enter it once

Store your client data in KundPro once. That's the last time you type it. Everywhere else — it follows you.

Use it everywhere

With Form Broadcast, your client data fills any carrier or quoting form instantly — Sunfire, UHC, Aetna, Humana, CSG Actuarial, and more.

🖥️

Keep it yours

Local-first data storage means your book of business lives on your device — not a vendor's server. Export to JSON or CSV anytime.

Watch what
happens.

⚡ Instant

This is Form Broadcast — KundPro's Chrome extension. No API agreements. No middleware. If it's a form in Chrome, it works. Period.

1

Open your client in KundPro.

Name, DOB, Medicare ID, address, plan details, and commission records — stored locally on your device.

2

Go to a carrier or quoting site.

Sunfire. UnitedHealthcare. Aetna. Humana. CSG Actuarial. Whichever you need.

3

Click Transmit.

The form fills instantly. No typing. No copy/paste. No second screen.

This is where everything changes.

No APIs. No carrier approvals. If it's a form in Chrome, it works.

I stopped retyping client info completely. I didn't realize how much time I was losing until it was gone.

CM
Chris M.
Independent Medicare agent, PA · 14 years · 480+ client book

Your data stays with you.

Most agents don't know their "cloud CRM" means their data lives on someone else's server. KundPro is built differently.

🖥️ Local-first storage

  • Your device is the primary data store
  • Optional cloud backup for multi-device access
  • No vendor can lock you out of your own book
  • Your data doesn't disappear if we do

📦 Real portability

  • Export anytime — JSON or CSV
  • Import from CSV, JSON, or manual entry
  • No proprietary format. No closed system.
  • Leave anytime. Your data leaves with you.
You're not renting access to your own book of business.
KundPro local-first data storage for Medicare agents

Most CRMs store your business
on their servers. We don't.

Your book of business should belong to you — not to whichever vendor you happen to be paying this month. That's not a feature. It's how KundPro was built.

There's a moment every agent has had. You're about to upload your book. Renewal dates. Plan types. Years of client notes. And something pauses you.

What happens to all of this once I hand it over? Who can see my clients? What if I leave? Am I trapped?

That question deserves a real answer — not a privacy policy.

KundPro stores your client data locally on your device first — not exclusively in a vendor cloud. Your book of business stays yours even if your internet goes down, a vendor changes pricing, or you decide to leave.

🔒Privacy you can see

No third-party algorithm scans your client notes. Your data isn't in a shared database. It's on your device.

🚪No lock-in. Ever.

Export to JSON or CSV anytime, with no approval and no support ticket. If you leave, you take everything with you.

📡Resilient by design

Career change? FMO switch? Vendor pricing jump? Your data doesn't follow vendor decisions. It follows you.

⚖️Compliance you control

Point to exactly where your client data is stored — any time, any audit. No hoping a vendor is following the rules.

Diagram comparing traditional cloud insurance CRM systems vs KundPro local-first CRM architecture showing agent-controlled data storage, portable backups, and ownership of a Medicare agent's book of business.
Traditional cloud CRM vs. KundPro local-first architecture
The setup we recommend
1
KundPro local storage

Your primary working book — fast, private, on your device. Your daily CRM.

2
JSON / CSV export

A portable copy of your entire book. Keep it on an encrypted external drive. It's tangible proof you own it.

3
Sync.com — optional zero-knowledge backup

An encrypted cloud mirror. Even Sync can't read your files. You hold the key.

Your career may change.
Your data should stay yours.

Read the full story →

This isn't another CRM.

You don't have to migrate.
You don't have to rebuild your workflow.
You don't have to learn a new system.
You keep what you use.
This just fixes what happens between it.

KundPro is the layer your existing tools were missing — not a replacement for them.

Simple pricing for Medicare agents.

One plan. Everything included. No tiers, no add-ons, no confusion.

KundPro CRM + AMS
$49.95 / month per agent
Founding agent offer

Use code BETA40 at checkout and keep 40% off for life.

$29.97 / month — yours for life
BETA40

No contracts. Cancel anytime.

Create Account & Use BETA40
Everything included
  • 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

If this looks familiar,
you'll understand it instantly.

Use code BETA40 at checkout to lock in 40% off for life. No contracts.

This is what running your business is supposed to feel like.

Your data stays yours.

Enter it once. Keep it. Use it everywhere.