If you’re a Medicare insurance agent looking to dominate this year’s enrollment season, you need more than a lead list and a calendar. You need a system built for speed, follow-up, and compliance. Enter the newly updated Agent CRM Medicare Branning Bundle for 2025 — your all-in-one marketing and automation solution designed to help you capture more leads, book more appointments, and close more policies.

Let’s break down the upgrades and why agents across the country are calling this CRM the most powerful tool in their Medicare business.

📲 Smart Lead Capture: Text-In Campaigns + Facebook Comments

Capturing leads just got a whole lot easier (and more automated)

      • Text the word “Medicare” to your Agent CRM number and watch the system walk the lead through an automated funnel, collecting name, email, phone number, and even completing the Scope of Appointment.
      • Facebook Comment Triggers: If someone comments on your Medicare ad with “info” or “please call me,” Agent CRM automatically responds via Facebook DM and moves them into your CRM funnel.

No more leads slipping through the cracks!

⏳ Automated Follow-Up & Nurturing for Policy Reviews

Have a large Medicare book of business? Let Agent CRM wake up your cold database with timed email and text drips:

      • Pre-written review reminders and follow-up messages for existing clients
      • Email/text sequences asking clients if they want to review their plan
      • Trigger automation when you tag clients or change their disposition

“I uploaded 100 old leads and had 8 booked appointments within 48 hours. I never realized how powerful this system could be!” – Linda P., Medicare Agent in Florida

📅 Timed Campaigns for AEP, OEP, and T65

We’ve mapped out your entire calendar with:

      • AEP Warm-Up Emails: Sent weeks before open enrollment
      • OEP Reminder Campaigns
      • T65 Workflows: Automatically enroll leads into a nurturing campaign months before their 65th birthday

All fully editable. All timed to keep you top-of-mind.

🌐 Bilingual Marketing: English + Spanish Assets

Agent CRM is the only bilingual CRM built for Medicare agents. Every email, text, and funnel inside the Medicare Branning Bundle is written in both English and Spanish. Tag a contact as Spanish, and the system takes care of the rest.

“Finally! A system that supports my Spanish-speaking clients. This makes me look so professional. Gracias!” – Marco G., Texas Agent

✅ Policy Management & One-Click Updates

A streamlined way to keep your records clean:

      • Custom fields for policy numbers, carriers, SOA dates, plan types
      • One-click “Mark as Sold” action triggers welcome emails, onboarding messages, and review reminders
      • Internal notes and tasks to keep everything in one place

✨ Referral Requests That Actually Work

90% of agents forget to ask for referrals. We automated it:

      • 10 days after you mark a client as sold, they receive a timed email/text asking for referrals
      • Includes your calendar link and a call-to-action
      • Optional 6-month follow-up request for long-term referrals

🔹 Now Featuring: LOANNE, the AI-Powered Voice Assistant

Want 24/7 inbound and outbound call coverage? Meet LOANNE:

      • Answers your phone when you can’t
      • Books appointments, gathers SOAs, answers FAQs
      • Can make outbound calls to your lead list (new or old!)
      • Integrated with Agent CRM with recordings and notes

LOANNE is $497/month with unlimited minutes. No setup fees. Works with all insurance products (not just Medicare).

🚀 Built-In Support and Setup Tools

Getting started is simple:

“I’m not techy at all, and I was able to get everything running in 48 hours. Their support is unbelievable.” – Jason H., Independent Medicare Agent

🔗 Ready to Launch?

All of this — and every other insurance vertical like Final Expense, ACA, Annuities, and more — is included in your Agent CRM subscription ($97/month).

Try it free for 14 days:
👉 Start Your Free Trial Now

Need help setting it up fast? We’ll do it with you:
👉 Book Your Setup Call

Let this be the year you finally systematize your Medicare marketing, follow-up, and sales.


AI / Artificial Intelligence, Marketing, Phone and Text, Software, Technology, Updates

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