Last Updated Oct 23, 2025
Overview
MedicarePRO CRM provides HIPAA-compliant management for insurance agents and agencies, helping to organize complex medicare business operations. While it offers limited customization options for workflows, its specialized features for tracking commissions and managing client data are highly valued by users.
Overall Rating
Based on 1 users reviews
5
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
What Is MedicarePRO CRM?
MedicarePRO CRM is a specialized, cloud-hosted platform designed for Medicare insurance agents and agencies. It addresses industry-specific pain points by offering HIPAA-compliant data security for handling sensitive client information. MedicarePRO CRM features such as detailed client profiles with prescription tracking and automated commission calculations help professionals save time, stay organized, and focus on growth. Its user-friendly interface is built to manage the entire client lifecycle, from lead to renewal, efficiently.
MedicarePRO CRM Pricing
MedicarePRO CRM offers the following simple pricing with monthly plans:
- Agent Plan: $45/user/month
- Agency Plan: $55/user/month
Disclaimer: The pricing is subject to change.
MedicarePRO CRM Integrations
The software supports integration with multiple systems and platforms, such as:
- SunFire
- Connecture
- Mailchimp
- Calendly
- Zoom
- Outlook Calendar
- RingCentral
Who Is MedicarePRO CRM For?
MedicarePRO CRM software is ideal for the medicare sector including:
- Insurance agencies
- Insurance agents
- Medicare professionals
- Small business owners
Is MedicarePRO CRM Right For You?
MedicarePRO CRM is the right fit if you need a solution built specifically for the complexities of the Medicare market. Its standout feature is its deep, niche focus, providing HIPAA-compliant tools for client management and commission tracking out of the box. Users consistently praise the platform for its simplicity and highly responsive customer support team, ensuring you can get help when you need it.
Still doubtful if MedicarePRO CRM is the right fit for you? Connect with our customer support team at (661) 384-7070 for further guidance.