Top 5 Customer Relationship Managers (CRM) for Medicare Agents

5 of the Best CRMs for Medicare Agents in 2024

..Especially If You’re New

Medicare agents know that their success hinges on their ability to create lasting relationships with their clients. Efficiently managing leads, scheduling appointments, and following up on important timelines is key – and it’s a lot to keep track of! If you want to stay on top of your game, you need a robust Customer Relationship Management (CRM) system.

Medicare agents need more from a CRM than just a place to store contact information. You need a tool to streamline operations, ensure compliance, and provide seamless communication with clients. Today, there are a few CRMs that cater specifically to the needs of insurance agents. They each have their pros and cons, but all of them are sure to boost your productivity and, ultimately, your business growth.

Whether you’re a seasoned advisor or new to the Medicare market, the right CRM will make all the difference. In this guide, we’ll dive into the top five CRMs for Medicare agents. We’ll talk about their unique abilities and features so you can choose the one that fits your agency best.

But First, What is A CRM?

A Customer Relationship Management (CRM) system is the linchpin of a sales agent’s toolkit, revolutionizing client interactions and operational efficiency. These CRMs, the best ones featured in the rankings below, transcend mere contact storage by providing a comprehensive suite of tools. Picture effortless lead management, streamlined scheduling, and seamless communication—all centralized for easy access. These systems, including features like email follow-ups, two-way texting, and lead tracking, empower agents to navigate client relationships with precision. Automatic reminders for essential tasks and milestones add a proactive touch, ensuring timely advice and fostering trust with clients.

Furthermore, these CRMs offer an all-encompassing solution, eliminating the need for multiple tools. From social media planning to reputation management, the systems ranked below present a holistic approach. Their user-friendly interfaces facilitate smooth navigation, simplifying the complexities of the insurance industry. Essentially, a CRM from the rankings isn’t just a tool—it’s a strategic ally, enhancing the efficiency of sales agents and positioning them for sustained growth in the ever-evolving landscape of Medicare advising.

#5 HubSpot CRM

HubSpot is a globally recognized, comprehensive CRM platform that serves a vast array of industries. While it does not specifically cater to Medicare agents, it offers enough customization features that just about any business can use its services.

HubSpot has an extensive ecosystem of sales, marketing, and service tools. You can manage your email campaigns, task lists, pipelines, and client interactions all in one place. It also offers content creation tools, SEO recommendations, and social media management. Plus, it works with many third-party vendors you can add to piece together the features you need.

HubSpot’s pricing model is designed to be scalable, with a free tier that includes basic CRM functions. This makes it an attractive option for those who are just starting out or have limited needs. Users may create their own bundle of features, with prices attached to each service.

#4 AgentMethods CRM

A unique feature of AgentMethods is its website builder, which is tailored for independent insurance agents. You can create a professional-looking, responsive website equipped with quoting tools and lead forms, all integrated with the CRM. Prospective and existing clients may book appointments through your website, no phone tag required.

AgentMethods also offers marketing services, including social media designs, article writing, email newsletters, and other copywriting services. Their goal is to be a one-stop shop for all your marketing and advertising needs.

Plans start at $249 per month and will vary based on whether you want website design or the CRM solution. AgenthMethods serves brokerages who have five or more agents on their team.

#3 RadiusBob

RadiusBob assists in managing client data and specializes in lead acquisition and distribution. Its integrated lead capture system allows you to directly integrate with lead generation websites and other third-party lead vendors. You’ll have real-time lead capture, which you can immediately send to your team for prompt engagement.

The software also provides various reporting tools that help you track the performance of lead sources, which helps you make smarter marketing decisions based on your ROI. RadiusBob also offers VoIP phone services directly from the CRM.

Pricing begins at $78 per month. It caters to a range of business sizes, from solo agents to large agencies. The tiered pricing system is based on the number of users and which features you choose to activate.

CRMs for Medicare Agents

#2 AgencyBloc

AgencyBloc is another great choice for anyone in the insurance industry, particularly those who offer health and life insurance. The platform’s intuitive design simplifies the process of managing a diverse client base and helps you keep track of commissions, policy renewals, and deadlines.

AgencyBloc offers contact management, email marketing, document storage, task assignment, activity tracking, and actionable reports. An automated workflow system allows users to create custom workflows that will trigger emails, set tasks, and send reminders. Upload commission reports for easy tracking and payments to your team of agents.

AgencyBloc starts at $75 per month. The fee is structured around the number of users, types of users, and the solutions you wish to take advantage of. Tiered pricing is also available.

#1 GoGuru Pro

GoGuru is your one-stop insurance agency solution designed specifically for Medicare agents. While other platforms might say they’re designed for “insurance,” that could include a whole host of other lines like group and individual health plans, property and casualty, life insurance, and more. GoGuru can handle all that, but it is especially tailored to agents selling Medicare products.

GoGuru has a suite of tools that enables you to manage your clients with precision and care. It includes email follow-ups, two-way texting, lead pipelines, social media planning, and a whole lot more. Track client interactions, keep a record of policy details, and get automatic reminders about important tasks and milestones. This proactive approach ensures you offer timely advice and maintain a solid, trusting relationship with your clients.

Pricing begins at $97 per month, and unlike other CRM systems, there are no sign-up fees or long-term contracts. Get automated lead nurturing, reputation management, Facebook lead ad integration, and unlimited user accounts for one low price. Medicare agents looking for best-in-class software should look no further than GoGuru!

Are You A Medicare Agent Ready to Take the Next Steps in Your Growth?

Choosing the right CRM is an important decision for all Medicare agents. It can define the efficiency of your operations, the effectiveness of your client engagement, and the growth potential of your business.

As you consider the best CRM for your business, we encourage you to take a closer look at GoGuru. It offers a harmonious blend of functionality, innovation, and support that you need in today’s competitive landscape. With GoGuru, you can not only manage your client relationships and business processes with ease, but you can also stay ahead of the curve in the ever-evolving Medicare market.

Click here to learn more about GoGuru’s features, pricing, and set up a 1-on-1 demo today!


A platform built to manage a email follow up, two-way texting, lead pipelines, scheduling, and much more all in one place.