MedicarePRO CRM
A low-cost CRM built for Medicare agents and agencies, with client profiles that hold drugs, pharmacies and providers, commission statement processing, and connections to the SunFire, ConnectureDRX and HealthSherpa Medicare enrollment tools.
What it costs
Two published plans: Agent at $45 per month for one staff member and Agency at $55 per month for three staff members, both with the first month free. No setup fee is mentioned. Automations are enabled as a separate add-on from the subscription settings, and the help center notes the add-on is added to your bill; its price is not listed on the pricing page. Texting, calling and email marketing run through third-party services you connect, which bill separately.
Trial and access: First month free with self-serve signup.
Who it suits
- Independent Medicare agents who want a low-cost CRM with a free first month
- Agents who enroll through SunFire, ConnectureDRX PlanCompare Edge or HealthSherpa Medicare
- Small Medicare agencies reconciling carrier commission statements
- Agencies that share automations and client portals with downline agents
What it includes
| Insurance workflow | |
|---|---|
| Policy & renewal records | Included |
| Commission tracking | Included |
| ACORD forms & certificates | Not stated |
| Comparative rating / quoting | Not stated |
| Carrier records & downloads | Not stated |
| Producer licensing tracking | Not verified |
| Health insurance quoting | |
| Household records (members under one client) | Not verified |
| ACA marketplace quoting | Not stated |
| HealthSherpa connection (ACA) | Not stated |
| HealthSherpa connection (Medicare) | Via integration |
| Medicare plan comparison | Included |
| Individual Medicare quotes (drugs, pharmacy) | Included |
| SunFire quoting connection | Via integration |
| Provider network lookup | Not verified |
| Disruption alerts (carrier exits, network changes) | Not stated |
| Plan exit and network map | Not stated |
| Client communication | |
| Integrated phone system | Via integration |
| Integrated SMS | Via integration |
| Integrated email | Via integration |
| Integrated fax | Not stated |
| Integrated invoicing & payments | Not stated |
| AI receptionist | Not stated |
| Client portal | Included |
| E-signature | Not verified |
| Platform | |
| Workflow automation | Paid add-on |
| Custom fields & objects | Not stated |
| Public API | Not verified |
| Integration marketplace | Included |
| White-label / rebranding | Not stated |
| Mobile app | Not verified |
| Multi-language interface | Not stated |
| Reporting & dashboards | Included |
| Buying it | |
| Published price list | Included |
| Free plan | Not offered |
| Free trial | Included |
| Self-serve signup | Included |
What it does well
- Built around the Medicare workflow: client profiles hold drugs, pharmacies, providers, policies and documents, and an aging-in view tracks prospects nearing eligibility.
- Connects to SunFire Matrix, ConnectureDRX PlanCompare Edge and HealthSherpa Medicare, so client data does not have to be keyed twice.
- Low, flat published pricing with a free first month.
- Commission statement upload with column mapping and reconciliation against CRM policies, plus agency tools for downline hierarchies.
Where it falls short
- Medicare-focused; no ACA quoting or HealthSherpa ACA connection is described.
- Phone, texting and bulk email depend on separately billed third-party services such as Twilio, Dialpad or Mailchimp.
- The SunFire connection passes demographic data only, and the ConnectureDRX connection does not pass drugs, providers or pharmacies, per the vendor's help center.
- Automations are a paid add-on whose price is not shown on the pricing page.
See it in motion
Videos are hosted on YouTube and load only when you click. We link independent walkthroughs where they exist, not only vendor marketing.
Official documentation
Sources
- MedicarePRO pricing page
- MedicarePRO home page
- MedicarePRO features for agents
- MedicarePRO help: Connecting SunFire (parent organizations, demographic data)
- MedicarePRO help: SunFire Matrix articles
- MedicarePRO help: HealthSherpa Medicare integration
- MedicarePRO help: ConnectureDRX PlanCompare Edge for Agents integration
- MedicarePRO help: Commission Statements overview
- MedicarePRO help: Enabling Automations (add-on)
- MedicarePRO help: Creating an Automation
- MedicarePRO help: Client Portal articles
- MedicarePRO help: eSOA and consent articles
- MedicarePRO help: Creating and Managing API Tokens
- MedicarePRO help: Twilio SMS integration
- MedicarePRO help: Profile page articles (linking contacts as a couple)
- MedicarePRO help center index (VoIP, SMS, email and Zapier integrations)
Everything on this page traces back to one of these. Checked 2026-10-05.
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