Medicare CRM + AMS
The Medicare CRM Built Around Your Book of Business
KundPro is the Medicare CRM software built for independent agents. Track clients, policies, commissions, renewals, and servicing workflows in one Medicare-focused CRM and Agency Management System.
40% founding agent discount • Medicare CRM built specifically for independent agents
Need more than a Medicare CRM?
If you are focused on managing existing clients, policies, renewals, commissions, and servicing workflows, read our guide to Medicare agency management systems.
Most Medicare agents are still rebuilding the same client across multiple systems.
Most CRM platforms were built for generic sales teams. KundPro was built specifically for Medicare agents managing policies, commissions, renewals, follow-ups, and long-term client relationships — because the Medicare business is fundamentally different from any other sales workflow.
You're working across:
None of them share the same client record.
So every step starts over. That's not a system — that's manual coordination. And it costs you clients.Why Medicare Agents Need a Medicare CRM
Medicare is not a generic sales business. It's a long-term, relationship-driven, compliance-sensitive market with a distinct lifecycle that generic CRM software was never designed to handle. Here's why independent agents specifically need a CRM for Medicare agents — not an adapted one.
Annual renewals create structured risk
Every Medicare client has an annual renewal window. Miss it — even once — and you lose the client. A Medicare CRM tracks renewal dates automatically so nothing slips through the cracks.
Commissions require active reconciliation
Medicare agents are paid by carriers on complex schedules. Medicare commission tracking is its own workflow — one that generic CRM tools don't support natively.
Policy lifecycle is more complex than a sales pipeline
Medicare clients aren't just "won" — they have plan types, effective dates, carrier history, and compliance notes that evolve over years. A Medicare CRM stores and surfaces all of it.
Compliance documentation is non-negotiable
Scope of Appointment forms, enrollment confirmations, plan comparisons — Medicare agents carry compliance obligations that generic CRM platforms have no concept of.
Cross-carrier visibility is impossible without a system
Most agents sell across Aetna, Humana, UHC, Cigna, and regional carriers simultaneously. A Medicare CRM gives you one view across all of them — without logging into every portal separately.
Long-term relationships are the business model
Medicare clients stay for years — or decades. Managing those relationships well, consistently, is how agents build a book. That requires a CRM built around long-term client management, not short-cycle sales pipelines.
Everything your Medicare agency needs in one platform.
KundPro is a Medicare CRM and Agency Management System built around the real workflows of independent Medicare agents. Unlike generic CRM software that requires heavy customization, KundPro works out of the box for the specific data and workflows Medicare agents deal with every day.
Medicare Client Management
Keep every client's full profile — contact info, Medicare ID, plan history, notes, compliance documentation, and communication history — in one place. No more rebuilding client data across carrier portals.
Medicare Policy Tracking
Track every Medicare policy across your entire book of business. See plan types, carrier, effective dates, and status at a glance — without logging into individual carrier portals.
Medicare Commission Tracking
Reconcile carrier payments, track commission history by client and policy, and get full visibility into your earnings across your book. Stop chasing spreadsheets and carrier statements.
Medicare Renewal Tracking
Renewal alerts surface automatically from your client data. Never miss an AEP opportunity or let a renewal slip because it wasn't on your radar. Your renewal calendar is built from your book.
Medicare Agency Management
The operational backbone of your Medicare agency. Task management, follow-up workflows, daily agenda view, and a calendar that surfaces what matters — before it becomes a missed opportunity.
Medicare Prospecting Reports
Surface prospecting opportunities from your existing book of business. Birthdays, plan changes, aging-in clients, and follow-up windows — identified automatically so you can act before competitors do.
See your Medicare book of business at a glance.
KundPro brings every part of your Medicare agency into one organized, connected view.
Real Medicare CRM software built around real books of business.
What should Medicare agents look for in a CRM?
Most CRM software was built for broad sales teams — not for the operational realities of a Medicare book of business. A true Medicare CRM should support the workflows independent Medicare agents deal with every day.
Renewal tracking
A Medicare CRM should automatically track renewal dates, AEP opportunities, and policy anniversaries so clients never fall through the cracks.
Commission visibility
Independent agents need commission tracking and reconciliation built into the system — not managed separately in spreadsheets.
Policy management
A Medicare CRM should track plan types, carriers, effective dates, and policy history across your entire book of business.
Data portability
Your client data should stay yours. Look for Medicare CRM software that supports CSV exports and avoids locking your agency into one vendor.
Cross-carrier visibility
Most Medicare agents work across multiple carriers. A good Medicare CRM should provide one unified view of your clients and policies — without logging into every portal separately.
AEP readiness
AEP preparation should come directly from your book of business — birthdays, plan reviews, follow-ups, and renewal opportunities surfaced automatically by your Medicare CRM software.
Compliance support
Medicare agencies operate in a compliance-sensitive environment. Notes, documentation, and client history should be organized, accessible, and attached to the right client record.
Long-term client management
Medicare is relationship-driven. A CRM for Medicare agents should help you manage clients over years — not just track short-term sales pipelines.
Built for Medicare. Not adapted for it.
Generic CRMs, spreadsheets, and competing platforms weren't designed around a Medicare book of business. KundPro is Medicare CRM software built from the ground up for independent agents — not bolted onto a generic framework. Here's how KundPro compares as a Medicare commission tracking and client management platform.
- ✗Built for broad industries — requires heavy Medicare customization
- ✗No native Medicare policy or plan type fields
- ✗Commission tracking requires third-party plugins or manual work
- ✗Renewal tracking not built in — needs workarounds
- ✗Expensive at scale — per-seat pricing adds up fast
- ✗Built for sales pipelines, not book-of-business management
- ✗No Medicare-specific prospecting or AEP tools
- ✓Built specifically for Medicare agents — zero customization required
- ✓Native Medicare policy fields, plan types, and carrier tracking
- ✓Commission tracking and reconciliation built in
- ✓Renewal alerts surface automatically from client data
- ✓Simple, agent-focused pricing
- ✓Built around book-of-business management from day one
- ✓Medicare prospecting reports and AEP preparation tools
- ✗Manual data entry — every change requires an update
- ✗No automatic reminders for renewals or follow-ups
- ✗Commission reconciliation is a manual nightmare
- ✗No client interaction history or notes structure
- ✗Easy to lose data — no backup or audit trail
- ✗Can't scale beyond a small book without breaking down
- ✗No prospecting reports or opportunity surfacing
- ✓Centralized client records — enter data once, use it everywhere
- ✓Automatic renewal and follow-up reminders from your data
- ✓Commission tracking and reconciliation built in
- ✓Full interaction history and structured notes per client
- ✓Local-first storage with export to CSV or JSON anytime
- ✓Scales from 50 to 5,000 clients without breaking
- ✓Prospecting reports surface opportunities automatically
- ✗Enterprise-oriented — can feel heavy for independent agents
- ✗Higher price point — not built around the independent agent budget
- ✗Data lives on vendor servers — limited portability
- ✗Built before modern book-of-business workflows solidified
- ✗Form broadcast and carrier integration requires API agreements
- ✗Less flexibility for solo agents and small agencies
- ✓Built specifically for independent agents and growing agencies
- ✓Agent-focused pricing, $49.95/mo
- ✓Local-first storage — your data stays with you, not a vendor
- ✓Built around today's Medicare workflows from the ground up
- ✓Form Broadcast fills any carrier form in Chrome — no APIs needed
- ✓Designed for the solo agent and the growing team equally
KundPro is the only Medicare CRM built from the ground up for independent agents managing a real book of business.
Early feedback from agents using KundPro.
KundPro is the first Medicare CRM that actually fits how I manage my book of business. I'm not adapting my workflow to fit the software — it's the other way around.
I finally have one place for clients, policies, and commissions. I was losing track of renewals every year — this platform fixed that immediately.
I already caught follow-ups I would've missed. The Medicare renewal tracking alone is worth it — no more sticky notes and hoping I remember.
Common questions about Medicare CRM software.
Everything Medicare agents ask before choosing a CRM or AMS platform.
A Medicare CRM is a Customer Relationship Management platform built specifically for Medicare insurance agents. Unlike generic CRMs, a Medicare CRM tracks not just contacts but also Medicare policies, plan types, renewal dates, commissions, and long-term client relationships.
KundPro is a Medicare CRM designed around how independent agents actually work — managing a book of business across carriers, plan types, and annual enrollment cycles.
Most Medicare agents use one of three approaches: generic CRMs (like Salesforce or HubSpot) that require heavy customization, spreadsheets that don't scale, or no system at all.
KundPro is a Medicare-specific CRM built for independent agents who need to track clients, policies, commissions, renewals, and follow-ups — without adapting a tool built for unrelated industries.
A Medicare AMS (Agency Management System) is the back-office infrastructure of a Medicare agency. It tracks policy history, carrier commissions, renewal schedules, and compliance documentation.
KundPro combines CRM and AMS into a single platform built specifically for Medicare agents — so you don't need two separate tools to run your agency.
For a deeper breakdown, read our guide to Medicare AMS software.
Medicare agencies commonly use a fragmented mix: spreadsheets, generic CRMs, carrier portals (Aetna, Humana, UHC), quoting tools like Sunfire and CSG Actuarial, and email. None of them share client data.
KundPro replaces the fragmented stack with a single Medicare CRM and AMS platform that connects client data, policies, commissions, and renewals in one system.
Yes. KundPro includes Medicare commission tracking tools that let agents reconcile carrier payments, view commission history by client and policy, and track earnings across their entire book of business.
Yes. KundPro tracks Medicare policy renewal dates and surfaces upcoming renewals automatically so agents never miss a critical window. Renewal alerts are tied directly to client records and appear in your calendar and daily agenda.
Yes. KundPro is built specifically for independent Medicare agents including those selling Medicare Advantage, Medicare Supplement (Medigap), and Part D plans. The platform reflects the workflows, compliance needs, and client management realities of the Medicare market.
Yes. KundPro supports importing your existing client data via CSV so you can bring your book of business into the platform without starting from scratch. You can also export your data at any time as CSV or JSON — your data stays yours.
This Medicare CRM software was built out of frustration — not a business plan.
KundPro wasn't built by a generic SaaS company that saw an opportunity in insurance. It was built by a working Medicare agent who got tired of rebuilding the same client across five different systems, losing follow-ups to a spreadsheet that didn't remind him, and reconciling commissions manually every month.
Every feature in this Medicare CRM exists because a real agent needed it. The policy tracking. The commission reconciliation. The renewal alerts. The book-of-business dashboard. None of it was assumed — it was experienced first.
That's the difference between a Medicare CRM built for Medicare agents and one that claims to be.
I built the tool I needed and couldn't find. A real Medicare CRM — not a generic platform with Medicare bolted on.
The Medicare CRM software built for your book of business.
Stop adapting generic CRM tools to fit a Medicare workflow. Join the Medicare CRM built specifically for independent agents — 40% discount for founding agents.
No contracts • Medicare agents only • Built by a Medicare agent