The CRM Built for
Medicare Insurance Agents
Track clients turning 65. Automate AEP campaigns. Manage Scope of Appointment e-signatures. Stay CMS compliant. Purpose-built for Medicare Supplement, Medicare Advantage, and Part D producers.
AEP runs October 15 – December 7. SonicCRM includes pre-built AEP campaign sequences — set it up before October and let automation handle the outreach.
Purpose-built for Medicare producers
"Turning 65" tracking
Automatically identify contacts approaching Medicare eligibility by DOB. Trigger outreach 90, 60, and 30 days before their birthday.
AEP campaign automation
Pre-built Oct 15 – Dec 7 drip campaigns. SMS sequences for Med Supp reviews, MAPD renewals, and Part D comparisons.
Scope of Appointment e-sig
Send, sign, and file SOAs directly in SonicCRM via SMS or email. No DocuSign subscription needed.
Medicare plan comparison
Compare Medicare Supplement plans by carrier and rate. Show clients their options directly inside their contact record.
AHIP & cert tracking
Track your AHIP certification date and all carrier-specific Medicare certifications with 90-day expiration alerts.
CMS compliance tools
Call recording controls, SOA audit trail, SMS opt-in tracking, and structured contact notes that support your CMS compliance obligations.
“Finally a CRM that has Medicare pipelines built in. The compliance tracking keeps my whole team licensed and contracted — I don't have to chase anyone down anymore.”
David R.
Medicare Specialist — Dallas, TX
Medicare CRM questions
Does SonicCRM track clients turning 65 for Medicare eligibility?
Yes. SonicCRM includes a "Turning 65" pipeline view that automatically surfaces contacts approaching Medicare eligibility based on their date of birth. You can set automated SMS outreach to trigger 3 months, 60 days, and 30 days before their 65th birthday.
Does SonicCRM handle AEP campaign automation?
Yes. SonicCRM includes pre-built AEP campaign sequences — SMS and task workflows designed around the October 15 – December 7 Annual Enrollment Period. Set it up once in August and it runs automatically when AEP starts.
Can I get Scope of Appointment e-signatures inside SonicCRM?
Yes. SonicCRM includes native e-signatures for Scope of Appointment forms. Send via SMS or email, get signed, and the completed SOA is attached to the client record automatically. No separate DocuSign subscription needed.
Does SonicCRM track AHIP certifications and Medicare certifications?
Yes. The compliance module tracks AHIP certification dates, carrier-specific Medicare certifications (Aetna, Humana, UHC, BCBS, etc.), and your state health insurance license — with alerts before they expire.
Is SonicCRM CMS compliant for Medicare marketing?
SonicCRM is designed with CMS guidelines in mind. The SOA workflow, call recording controls, and SMS opt-in/opt-out management are all built to support your CMS compliance obligations. Always consult your upline or compliance officer for specific requirements.
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