Medicare CRM built around SOA compliance
A Medicare pipeline that gates on Scope of Appointment, fields AEP/OEP/SEP enrollment windows, and scopes plan comparison to county-level data — from an established Medicare lead vendor. Free forever for one user.
A Medicare CRM, not a generic one with a Medicare label
InsureLeads' Medicare CRM gives Medicare Advantage, Supplement, and Part D agents a pipeline built around SOA compliance, AEP/OEP/SEP enrollment windows, and county-level plan data. Track leads from SOA-pending through enrollment, dial with your own Twilio, and pull exclusive Medicare leads into the same login. Free forever for one user.
- SOA gate — no plan talk until the Scope of Appointment is on file
- Typed enrollment-period fields: IEP · AEP · OEP · SEP
- County (FIPS) targeting so plan comparison matches what the prospect can buy
- Built by a lead vendor — exclusive Medicare leads land in the same pipeline
What a Medicare CRM has to do that a generic CRM won't
Medicare sales are regulated at the step level: you cannot discuss plan specifics until a Scope of Appointment is documented, availability changes county to county, and eligibility hinges on which enrollment window a prospect is in. A one-size pipeline can't model that. The Medicare template encodes four things generic tools leave to sticky notes:
- SOA gate before plan specifics. CMS requires agents to secure and document a Scope of Appointment before a personal marketing appointment. The Medicare template turns that into a hard stage gate, not a checkbox you can skip.
- Enrollment-period fields, not free-text notes. IEP / AEP / OEP / SEP is a typed dropdown on every lead — so "which window is this enrollment in?" is a filter, not a memory test.
- County-level (FIPS) targeting. Medicare Advantage and Part D plan availability is set by county. The template makes county (FIPS) a required field so plan comparison is scoped to what the prospect can actually buy.
- Plan-line typing. Advantage (MA), Supplement (Medigap), and Drug (PDP) are distinct interests with distinct sales motions — tracked as a typed field, not one undifferentiated "Medicare" bucket.
The Medicare pipeline stages, pre-built
These are the exact stages, SLAs, and gates shipped in the Medicare template — the SOA gate sits between first contact and any plan conversation.
The gate is enforced, not advisory: the template blocks Plan Comparison and Enrolled until the Scope of Appointment checklist item is complete. Selling other lines too? The same per-vertical stage-gating ships in the life insurance CRM and across the wider insurance CRM software.
The SOA gate, in plain terms
CMS rules require agents to secure and document a Scope of Appointment before a personal marketing appointment for Medicare Advantage or Part D plans (42 CFR §422.2274). In InsureLeads, that becomes an SOA Pending stage plus a required checklist item that blocks the record from advancing to plan comparison or enrollment until the SOA is on file. Compliance stops being a thing you remember and becomes a thing the pipeline won't let you skip. You keep and retain the signed SOA per your own CMS obligations.
Enrollment periods as typed fields
Every Medicare lead carries an enrollment-period field, so "which window is this?" is a filter on your book — not a note you have to trust.
Enrollment-window dates per Medicare.gov and the Social Security Administration. Dates can change year to year — always confirm against the current CMS schedule.
Buy the leads and work them in one login
InsureLeads was a Medicare lead vendor before it was a CRM. Exclusive Medicare leads you order drop straight into this pipeline at the New stage with the 1-hour SLA already ticking — no CSV round-trip, no re-keying. That is the difference between a CRM bolted onto a lead list and one built by the people generating the leads.
Exclusive Medicare leads
Order exclusive Medicare leads and they land in this pipeline automatically — sold to one agent, never resold.
Turning-65 & OEP timing
Fill IEP demand with turning-65 (T65) leads and Q1 switchers with Medicare OEP leads.
Your own list
Import existing contacts by CSV with column mapping and dedupe, then work them through the same SOA-gated stages.
Free forever, or $29 for the full kit
Start on the Medicare pipeline for free. Upgrade only when you want telephony, the AI assistant, and every other vertical.
- ✓Full Medicare pipeline (New → Enrolled) with the SOA gate
- ✓Lead inbox, contacts, and CSV import with column mapping
- ✓Medicare dispositions and enrollment-period fields
- ✓All 10 vertical templates, not just Medicare
- ✓BYO Twilio telephony — softphone, SMS, call logging
- ✓AI lead assistant, calendar sync, and team features
- ✓Included free while you run an active InsureLeads lead campaign
See the full CRM pricing, compare every plan on the InsureLeads CRM overview, or start on the free plan.
Medicare CRM FAQs
A generic CRM has one pipeline and free-text notes. A Medicare CRM enforces the parts of the sale CMS actually regulates: a Scope of Appointment gate before you can discuss plan specifics, typed enrollment-period fields (IEP, AEP, OEP, SEP), county (FIPS) targeting because plan availability is set by county, and separate tracking for Advantage, Supplement, and Part D. InsureLeads ships all of that pre-built in the Medicare template.
Yes. "SOA Pending" is a dedicated pipeline stage, and the template blocks a lead from reaching Plan Comparison or Enrolled until the Scope of Appointment is on file. CMS requires agents to document an SOA before a personal marketing appointment, so the gate mirrors the rule instead of leaving it to memory. Keep your signed SOA forms per your CMS retention obligations.
Every Medicare lead carries an enrollment-period field: Initial (IEP) — the 7-month window around turning 65; Annual (AEP) — October 15 to December 7; the Medicare Advantage Open Enrollment (OEP) — January 1 to March 31; and Special (SEP) for qualifying life events. That lets you filter your book by the window each enrollment falls in.
Yes — that is the whole point of a CRM built by a lead vendor. InsureLeads is an established Medicare lead source, so exclusive Medicare leads you order land directly in the same Medicare pipeline you work in. You can also buy exclusive Medicare leads separately and import your own lists by CSV.
Yes. The Free plan is free forever for one user and one vertical, and it includes the full Medicare pipeline with the SOA gate, the lead inbox, contacts, and CSV import. Pro ($29 per user / month) unlocks all 10 verticals, BYO Twilio telephony, the AI lead assistant, and team features — and Pro is included free while your org runs an active InsureLeads lead campaign.
On Pro, you connect your own Twilio account (bring-your-own telephony) for a softphone, SMS, and automatic call logging against each Medicare record. Because you use your own Twilio credentials, your numbers and messaging stay under your control.
Yes. Plan interest is a typed field — Advantage (MA), Supplement (Medigap), or Drug (PDP) — so a Medigap prospect and a Part D shopper are tracked as the different sales they are, and county-level plan data keeps the comparison scoped to what each prospect is eligible to enroll in.