Medicare CRM Built for Agents and Agencies
A Medicare CRM designed for how you actually sell—so you can stay organized, compliant, and focused on closing more business.
14 day free trial. No credit card required.
The Problem with Generic CRMs
Medicare agents are drowning in manual work.
Most CRMs weren’t built for Medicare—so you’re stuck managing leads, follow-ups, and client details across multiple tools.
Meet AdvantaCRM
Built for the way Medicare agents actually sell.
AdvantaCRM handles the repetitive work of Medicare sales — SOAs, renewals, follow-ups, and compliance tracking — so you can focus on closing business and serving clients.
Workflows Built for Medicare
Turn any event — new lead, renewal, AEP — into an automated sequence.
Retention You Can See
Know exactly where your book stands.
Insights at Your Fingertips
Generate reports on any segment of your clients — instantly.
Built for Agencies, Too
One place for agents, downlines, and clients.
Usecases
Built for every kind of Medicare professional.
Whether you're a solo agent, running an agency, writing under an upline, or supporting a team — AdvantaCRM fits how you work.
See it in action!
See what a Medicare-first CRM looks like
From new lead to active client, see how AdvantaCRM runs the plays that grow and protect your book.
Live Demo
Schedule a 20-minute walkthrough with our team.
Pricing & Plans
Built for Medicare. Priced for agents.
Try it free for 14 days! No card required.
About AdvantaCRM
Built by an agent, for agents
Made by licensed Medicare agents who've sat in your chair. Every feature is built around how agents actually sell.
Articles
Learn and Get Inspired
FAQ
Frequently Asked Questions
Is AdvantaCRM HIPAA compliant?
Yes. AdvantaCRM is built from the ground up to handle Protected Health Information safely, with AES-256 encryption for sensitive data, TLS/SSL in transit, role-based access controls, and full activity logging. We'll sign a Business Associate Agreement (BAA) on request.
Does AdvantaCRM handle SOAs?
Yes — SOA tracking is built in, not bolted on. Send, collect, and store Scopes of Appointment for every client, with automatic reminders before expiration and a full audit trail for CMS compliance.
Can I import my existing book of business?
Yes. Import clients, leads, policies, and details from spreadsheets, other CRMs, or carrier exports. Head over to our Import page to get started.
Does it work for solo agents or only agencies?
Both. Solo agents get the full CRM to manage their book, and agencies get additional tools for managing agents, downlines, and shared reporting. Pricing scales with what you need.
Do I need technical skills to set it up?
No. AdvantaCRM is designed for agents, not developers. Most users are writing business within a day of signing up. Need help? Our team will walk you through setup personally.
Is my client data secure?
Yes. All data is encrypted in transit and at rest, stored in US-based servers, protected by role-based access controls, and backed up daily. Agents always retain ownership of their books.
