Manage every Medicare, Life & Health client in one place. Drug lookup, pharmacy search, Sunfire integration, HIPAA-compliant private data — everything you need, nothing you don't.
Medicare, Life & Health clients with complete policy details, MBI, Medicaid, beneficiaries, and more in one record.
Live FDA drug database lookup with dosage autocomplete. Google Places pharmacy search finds any pharmacy — even independent ones.
Search the national NPI registry to find and save client doctors, specialists, and facilities with one click.
One-click deep-link to Sunfire plans page pre-filtered by client ZIP code and county. Skip the manual navigation.
PIN-protected secure tab stores MBI, SSN, banking info, Medicaid, SPAP, VA details, and Healthsherpa credentials.
Countdown to Annual Enrollment Period with automatic flagging of Medicare clients due for renewal.
Track commissions per client, by carrier, and by plan type. See your full book value at a glance.
One-click import from MedicarePro with all 100 fields mapped automatically. CSV import from any other platform.
Production reports by carrier, plan type, and pipeline stage. Export to CSV for compliance or marketing.
| Feature | InsureCRM Pro | MedicarePro | AgencyBloc |
|---|---|---|---|
| Medicare clients | ✓ | ✓ | ✓ |
| Life & Health clients | ✓ | ✗ | ✓ |
| Drug lookup (FDA) | ✓ | ✓ | ✗ |
| Pharmacy search (any pharmacy) | ✓ Google Places | ✓ | ✗ |
| NPI Provider search | ✓ | ✓ | ✗ |
| Sunfire deep-link by ZIP | ✓ | ✓ | ✗ |
| HIPAA Private tab (PIN) | ✓ | ✓ | ✗ |
| MBI / Medicare ID secure storage | ✓ | ✓ | ✗ |
| SPAP / VA / Vault fields | ✓ | ✓ | ✗ |
| Commission tracking | ✓ | ✓ | ✓ |
| AEP Tracker | ✓ | ✓ | ✗ |
| MedicarePro import | ✓ All 100 fields | N/A | ✗ |
| Starting price | $39/mo | $45/mo | $109/mo |
| 7-day free trial | ✓ | ✗ | ✗ |
| Desktop app (data stays local) | ✓ | Cloud only | Cloud only |
InsureCRM Pro covers Medicare, Life & Health in one platform. MedicarePro is Medicare-only.
Click any plan above. No credit card required for the 7-day trial.
Your key is emailed instantly after signup. Save it somewhere safe.
One-click Windows installer. No tech knowledge required.
Import from MedicarePro or any CSV in minutes. Your data, your way.
Windows installer — one click, no tech knowledge required.
Download InsureCRM Pro Setup 3.3.2.exe