Most Medicare agents already have their best leads. They just can't see them. The Prospecting Report Builder surfaces those opportunities instantly — by asking smart questions of the client data you've already entered into KundPro.
What You Can Do With It
The Prospecting Report Builder lets you filter your entire book of business by nearly any combination of fields. Instead of manually reviewing hundreds of client records, you build a targeted list in seconds — then reach out the same day.
- Find clients missing coverage — dental, vision, hospital indemnity
- Identify upcoming renewals before a competitor gets there first
- Segment clients by plan type, carrier, state, or city
- Create targeted outreach lists without a spreadsheet or manual search
Where to Find It
Click "Prospecting" in the left sidebar
From anywhere inside KundPro, look at the navigation on the left side of the screen and click:
🔍 ProspectingThe Prospecting Report Builder appears at the top of the page. Quick Reports are directly below it.
How to Build a Report — Step by Step
Choose a Field
Click the — Field — dropdown and select what you want to filter by.
- Plan Type
- Policy Status
- State or City
- Coverage Type (Dental, Vision, Hospital Indemnity)
- Carrier
- Renewal Date
Select an Operator
Choose how the filter applies to the field you selected. This tells the report how to compare each client's data against your target value.
- Equals — exact match
- Not Equals — everyone who doesn't match (great for finding gaps)
- Contains — partial match
- Greater Than / Less Than — useful for dates and numbers
Enter a Value
Type or select the value you want to filter by. This is what the report compares each client against.
- Plan Type Equals Medicare Supplement
- State Equals PA
- Dental Equals No
- Policy Status Equals Active
Add More Rules — This Is Where the Power Is
Click + Add Rule to layer additional filters on top of your first. Each rule narrows the results further. There is no practical limit to how deep you can go.
This turns a broad list into a precise, targeted group of clients who match every condition you set — simultaneously.
Run the Report
Click the blue Run Search button. Your matching clients appear instantly — a ready-to-use outreach list based on exactly what you were looking for.
▶ Run SearchUsing Quick Reports
Pre-built filters for the most common scenarios
Don't want to build a custom filter from scratch? Go to the Quick Reports section below the Report Builder, select a preset from the dropdown, and click Run Report.
Quick Reports are the fastest way to find common opportunities — ideal when you want a fast answer without building rules manually.
→ Use Quick Reports for speed. Use the Report Builder for precision.Real Example — 22 Clients, 3 Responses in 30 Minutes
Active Medicare Supplement clients in Pennsylvania without dental coverage
Common Use Cases
Med Supp clients without dental or vision
Medicare Supplement plans don't cover dental or vision. Clients who chose comprehensive medical coverage may not realize a standalone supplemental plan exists for what's left uncovered.
→ Filter: Plan Type = Medicare Supplement + Dental = NoMAPD clients without hospital indemnity
Medicare Advantage plans carry out-of-pocket exposure many clients don't fully understand until they need it. A hospital indemnity plan fills that gap — and your client will be grateful you noticed.
→ Filter: Plan Type = Medicare Advantage + Hospital Indemnity = NoPolicy renewals in the next 30 days
A proactive call before renewal — not after — tells your client you're paying attention. It protects your relationship and your commission before a competitor has a window to step in.
→ Filter: Renewal Date is within the next 30 daysActive clients in a specific area
When new plan options become available in a specific county or region during AEP or OEP, instantly pull all active clients in that area and reach out with relevant, timely information.
→ Filter: State = [State] + City = [City] + Status = ActiveThe clients are already there. The opportunity is already there. You just need a way to see it.
Why This Matters
The probability of making a sale to an existing client is 60–70%. The probability with a new prospect is 5–20%. Acquiring a new customer costs 5 to 25 times more than retaining an existing one. (Source: Harvard Business Review)
Most Medicare agents are chasing the 5–20% while the 60–70% sits untouched in their existing book.
The Prospecting Report Builder is one of the core reasons KundPro was built as a combined CRM for Medicare agents and not just a contact manager. The data you enter has value beyond storage — it becomes the engine that surfaces what your clients need next, and gives you a reason to reach out that feels natural, timely, and genuinely helpful.
Frequently Asked Questions
How many filters can I stack in one report?
There is no practical limit. Click + Add Rule as many times as you need. Each additional rule narrows your results further.
What's the difference between Quick Reports and the Report Builder?
Quick Reports are pre-built presets for the most common scenarios — the fastest way to get a result. The Report Builder lets you build any combination of filters from scratch for complete flexibility.
Do the results update automatically?
Results reflect the current state of your data at the time you click Run Search. Re-run the report any time to get fresh results as your book changes.
Can I use this to find clients by carrier?
Yes. Filter by Carrier to quickly pull all clients on a specific plan — useful when rate changes, plan exits, or service issues require proactive outreach to a specific group.
Ready to find what's hiding in your book?
KundPro CRM + AMS is built specifically for Medicare agents — now in private beta with founding pricing locked in.
Apply for Beta Access →No credit card required · Free during beta · Medicare agents only
Built by a Medicare agent with over 20 years of real-world experience.