Get through more AEP leads without losing the ones you meant to call back
HelloGrowthCRM handles lead capture, appointment pipeline, and year-round follow-up. Your FMO platform, enrollment tools, and compliance systems stay exactly where they are.
Quick answer
Is HelloGrowthCRM CMS compliant?
Work a scored AEP call list from October
Keep Advantage and Supplement pipelines fully separate
Track aging-in prospects months before their eligibility
Follow up automatically with leads you could not reach
Measure which mailers produced booked appointments
Update records on mobile between home appointments
Why this page exists
Medicare selling is seasonal in a way almost no other insurance line is. The Annual Enrollment Period runs October 15 through December 7, and a large share of the year's business lands in those eight weeks. Then the Medicare Advantage Open Enrollment Period runs January 1 through March 31, and after that the work turns into service, retention, and building next season's pipeline. Agents also sell across two very different products: Medicare Advantage, which is CMS regulated and seasonally driven, and Medicare Supplement, which follows its own underwriting and timing. HelloGrowthCRM keeps the lead and appointment side organized across all of it. Lead capture, pipeline stages you name yourself, a built-in dialer, lead scoring, and automated email, SMS, and WhatsApp follow-up. Setup takes about 15 minutes.
Read this part carefully, because it matters more here than in most industries. HelloGrowthCRM is not a CMS compliance system, and we do not claim it is CMS compliant. It does not generate, collect, validate, or store Scope of Appointment forms to any regulatory standard. It does not deliver the TPMO disclaimer, and its call recording feature is a general business tool, not a system built for CMS call recording rules or the long retention expectations that apply to Medicare marketing records. Keep your FMO or upline platform, your carrier portals, your enrollment tools, and whatever compliance and recording systems your upline requires. Use HelloGrowthCRM for lead management, appointment pipeline, and follow-up only. Before you enable recording, texting, or any outreach sequence, confirm the practice with your upline and compliance team.
Common search intent
Why teams evaluating crm for medicare agents want a simpler system
Between October 15 and December 7 you have more leads than hours. Some get called four times and some never get called at all, and no list shows you which is which.
Leads arrive from a direct mail card, a website form, a phone call, and an FMO drop on the same afternoon. They end up in four places and get worked twice or not at all.
You met someone in August who was aging in next spring. You wrote the date on a sticky note. Spring arrives and the note is gone, along with the appointment you meant to book.
Advantage prospects and Supplement prospects need completely different conversations and timing, but they sit in the same contact list with nothing at all distinguishing one from the other.
After AEP ends you have no clear picture of which lead source actually produced appointments that closed, so next year's marketing spend repeats the same guesses as last year.
Service calls, plan questions, and referrals arrive year round from existing clients. Without a system, retention work competes with new business every week and usually loses the battle.
Common Medicare Agents problems — and how this CRM solves them
Map your workflow to the CRM instead of rebuilding it in spreadsheets
Reach seniors and caregivers through the channel each one prefers
Some clients answer the phone every time. Some never do, but an adult child helping with the decision replies to email within an hour. HelloGrowthCRM keeps the dialer, email sequences, SMS, and WhatsApp on one contact record, so the history is in one place regardless of channel. That is useful during AEP, when the same person may need three touches in a week. It matters just as much in July, when a single well-timed email keeps a relationship warm. Outreach to Medicare beneficiaries is heavily regulated. Clear every channel, script, and cadence with your upline and compliance team before you switch anything on.
Best next step
See how email, SMS, tasks, and billing fit your workflow in one demo.
How it works
Get every lead into one list
Point web forms, your phone line, and inbound messaging at HelloGrowthCRM, and import lists from mailers or your FMO. Each lead carries its source, an owner, and a timestamp, so nothing sits in a second inbox during the busiest weeks.
Split pipelines by product and season
Run one pipeline for Medicare Advantage and another for Supplement, since the timing and conversation differ. Name stages the way you actually work, from new lead through appointment set, follow-up needed, and closed, and keep aging-in prospects visible year round.
Work the list, then let follow-up run
Use lead scoring to order the call list and the dialer to move through it. Email, SMS, and WhatsApp sequences handle the people you could not reach, so October volume does not depend on remembering who you promised to call back.
Review the season and plan the next one
Dashboards show appointments, pipeline, and outcomes grouped by lead source. That tells you which mailers and referral sources were worth the money before you commit next year's budget. Growth Engine managed RevOps is available if you want it configured for you.
Pricing
Seat pricing that works for a seasonal business
HelloGrowthCRM costs $12 per user per month billed monthly, or $10 per user per month billed annually. There is a free forever plan, which many independent Medicare agents use to run a full AEP before deciding on paid seats. Paid seats include the dialer with call recording and AI summaries, lead scoring, email, SMS and WhatsApp sequences, mobile apps, referral-source tracking, and reporting dashboards. Managed RevOps through Growth Engine is optional and priced separately. Setup takes about 15 minutes.
What a Medicare agent needs versus what a generic CRM gives you
Useful next steps
CRM for Insurance
How HelloGrowthCRM works across insurance lines beyond Medicare products.
ExploreCRM for Insurance Agents
Lead capture, pipeline, and follow-up built around individual producers.
ExploreRevOps for Insurance Agents
What the managed Growth Engine service does for an agency operation.
ExploreDialer with Call Recording
How the built-in dialer and AI call summaries work on a long call list.
ExploreFollow-Up Sequences
Email, SMS, and WhatsApp cadences for prospects you could not reach.
ExploreCRM for the USA
Our overview of HelloGrowthCRM for United States teams across industries.
ExploreFrequently asked questions
Be ready before the next enrollment season starts
Start on the free forever plan, build your pipelines, and point every lead source at one list. Setup takes about 15 minutes. Paid seats are $12 per user per month, or $10 per user per month on annual billing. Keep your compliance systems where they are.
AI Features Built for Medicare Agents
HelloGrowthCRM ships 12 AI agents across 3 autonomy levels — from fully autonomous voice calling to assistive smart compose. Every AI action is logged and reversible.
Voice Agent for Follow-Up
AI calls Medicare Agents prospects a day after the first conversation, answers the obvious questions, and books the next step so nobody has to chase manually.
Smart Compose for Client Messages
AI writing assist for inquiry replies, proposal covering notes, and follow-up messages — consistent wording, sent faster.
Automated Follow-Up Sequences
Trigger SMS, WhatsApp, and email reminders on a schedule you set once, so every open opportunity gets worked until it is won or closed out.
AI Lead Scoring
Rank incoming medicare agents inquiries by value, source, and response speed so the team works the best ones first.
All AI features included on every paid plan. No add-ons.