HowardCRM - The Ultimate Medicare Insurance CRM

Additional Details

HowardCRM is a Salesforce-powered, turnkey CRM designed exclusively for Medicare and health insurance agents. Built to support compliance, efficiency, and growth, it centralizes your entire book of business—clients, prospects, policies, plans, and household relationships—into a single, secure platform. HowardCRM comes preloaded with all Medicare and ACA plans at no additional cost, ensuring agents always work with accurate, up-to-date carrier and plan data without relying on external systems or manual imports. Core workflows include compliant Scope of Appointment (SOA) and Enrollment Forms that can be sent, stored, texted, or emailed directly from the platform. Agents can enroll clients in any carrier or plan, regardless of FMO or upline, while HowardCRM tracks commissionable activity across the full policy lifecycle, providing visibility into enrollments, renewals, and overall production performance, with built-in reporting and dashboards for AEP planning and ongoing book analysis.