CRM for Medicare AgentsSimple client management built for Medicare insurance agents.
Everything you need to manage your book of business — nothing you do not.
Most agents manage their book of business across five different places at once.
Spreadsheets for client lists. Calendar apps for appointments. Sticky notes for follow-ups. Email for renewals. Their CRM for... something.
Nothing talks to anything else. Things fall through the cracks. Clients feel forgotten. Renewals get missed.
Built specifically for Medicare agents, not generic salespeople, so the work that matters is always visible.
Your entire book at a glance.
Open VitaLink CRM and instantly see the clients, appointments, tasks, renewals, and business numbers that need your attention.
Know who is connected
See your client count, status, and linked VitaLink profiles from one dashboard.
Next 60 days
Annual reviews and renewal windows stay front and center.
See the money
Pending business, paid commissions, and recent trends are visible at login.
No digging. No searching. Everything that needs attention is front and center every time you log in.
Built for the way agents actually work.
Every client. One place.
Full client list with search, status filters, tags, and schedule. Import from CSV, export anytime, and review client-authorized VitaLink updates when they are shared.
Never miss the next step
Daily schedule, weekly overview, and upcoming appointments in one view. Track follow-ups, annual reviews, and client reminders automatically.
Follow-up that holds you accountable
Create tasks tied to specific clients. Set priorities, track overdue work, and filter by status so important follow-up does not disappear.
Know where your money is
Track submitted policies, expected commission, paid business, and pending revenue. Upload carrier CSV files to build your product library.
Client-authorized updates
Link CRM clients to VitaLink profile packages. When a client signs the required authorization and sends updated information, the CRM can receive the shared update for agent review.
Reminders without texting
Send General Info Requests, Enrollment Prep, and AEP Review reminders directly through the VitaLink app with one tap.
The CRM that can receive client-authorized VitaLink updates.
Most CRMs store what you know about your clients.
VitaLink CRM gives agents a place to review the information clients choose to send.
Annual reviews that used to take an hour now take 10 minutes, because the client already did the paperwork.
Learn about VitaLink Client AppClient updates arrive when authorized
When a client chooses to send an updated VitaLink profile, the CRM can receive that client-authorized package for review. That means better reviews, better service calls, and less scrambling before appointments.
Finally know where your money is at all times.
Submitted, not yet paid
Track what is still outstanding across policies and carriers.
What hit your account
See recent paid business without hunting through carrier portals.
Up or down?
Compare current activity to last month so your business picture stays clear.
Upload carrier CSV files to build a complete product library. Track every policy across every carrier in one place. No more spreadsheets. No more guessing.
"As an insurance agent I was managing clients across MAX, a spreadsheet, my calendar app, and sticky notes on my desk. VitaLink CRM finally puts everything in one place — and it actually connects to what my clients have in their VitaLink app. No other CRM does that."
Licensed Insurance Advisor
Marine Veteran, 1990-1994
Omaha, Nebraska
Simple pricing.
VitaLink Only
- VitaLink client app
- Client profiles
- Agent connection
- Basic reporting
App + CRM
- Everything in VitaLink
- Full CRM dashboard
- Client management
- Schedule & calendar
- Task management
- Business tracker
- Push notifications
- CSV import/export
- Client-authorized VitaLink updates
$30/month Founding Agent + CRM pricing is available for the first 1,000 agents and is rate locked for participating agents.
Frequently asked questions.
Do my clients need VitaLink?
No. VitaLink CRM works standalone as a complete client management tool. The VitaLink app connection is a powerful bonus when clients use it.
Can I import my existing clients?
Yes. Import from CSV in seconds. Export anytime too — your data is always yours.
How is this different from MAX?
MAX is your upline's platform. VitaLink CRM is yours — independent, portable, and connected to the VitaLink client app ecosystem.
Does it work with VitaLink Reach?
Yes. VitaLink CRM and VitaLink Reach are designed to support the same agent workflow. Client profile information is received only when the client authorizes and sends it.
What happens to my data if I cancel?
Export your complete client list anytime via CSV. Your data is always accessible and portable.
Part of the VitaLink family.
VitaLink CRM is one tool in a complete ecosystem built for insurance agents. Use it alone or combine it with VitaLink Reach for automated client communication, or the full suite for everything.
Ready to manage your book of business like a pro?
Founding Agent pricing is available for the first 1,000 agents.
Start App + CRM AccessQuestions? eric@etretirement.com