The All-in-One CRM for Medicare Agents & Agencies
Automate lead follow-ups, manage client renewals, and grow your book of business with a CRM built specifically for Medicare professionals.
Trusted by 1,000+ Medicare Agents & Brokers
Why Medicare Agents Struggle Without the Right Tools
- Missed appointments and scheduling chaos
- Difficulty tracking leads and customer info
- Lost Revenue from poor invoicing and follow-ups
- Wasting Hours on manual tasks
Close More Enrollments and Retain More Clients with InLink CRM
Whether you’re an independent agent or running a growing team, InLink CRM helps you stay organized and in control. Manage prospects, send timely communications, and simplify renewals with workflows tailored to Medicare sales—so you never miss an opportunity.
Everything You Need to Run & Grow Your Medicare Business
Comprehensive Workflows
Pre-Built Funnels
Automated Invoicing
Email Nurture Sequence
Stale Leads Reactivation
Professional Landing Pages
Sales Pipeline Management
Reviews & Referrals
Medicare-Specific Automation Workflows
Our all-encompassing system ensures no aspect of your marketing is overlooked:
Lead-to-Enrollment Workflows – Turn inquiries into clients with guided automation
Annual Enrollment & Renewal Sequences – Remind clients ahead of deadlines
Database Reactivation – Win back old contacts with fresh offers and plan updates
Segmentation by Plan Type or Age – Tailor communication for different demographics
Pre-Written Campaigns (2 Years Included) – Email content for all seasons and stages
Birthday, Medicare Anniversary, & Policy Review Campaigns – Stay personal and professional
Review & Referral Triggers – Automate your word-of-mouth marketing
Nurture Sequences That Keep Clients Engaged
Stay connected and trusted year-round with 2 years of Medicare-specific email content covering enrollment reminders, plan updates, benefits education, and more.
