Built for Medicare brokers
Best CRM for Medicare Brokers
AEP is three months long and your whole book needs attention at once. Most CRMs were not built for plan-year cycles, scope-of-appointment tracking, or the sheer volume of renewal calls that hit you every fall. Round Table CRM was.
Sound familiar?
These are the problems we hear from agents in your niche every week.
- 1
AEP starts and you have no automated way to surface which beneficiaries are up for review -- you are working from a spreadsheet you updated last October
- 2
Scope-of-appointment forms are scattered across email and paper -- CMS audits make this terrifying
- 3
OEP slips by because nothing reminds you that January through March is a second window to help clients who picked the wrong plan
- 4
Beneficiaries who age into Medicare at 65 fall through the cracks because nothing flags the birthday 90 days out
Why Round Table CRM fits your book
Built by people who know how insurance agents actually work.
Annual renewal reminders fire per beneficiary plan year, not a blanket blast -- the right client surfaces at the right time
SOA tracking field on every contact record so you know at a glance who has a signed form on file
Birthday milestone alerts flag age-in prospects 90 days before their Medicare eligibility date
OEP follow-up sequences separate from AEP so you work both windows without doubling your setup work
Notes attach to each plan-year, so when a beneficiary calls confused about their EOB, you have last year's context in two clicks
How we stack up
Generic CRMs were not built for insurance. Here is the difference.
| Feature | Round Table CRM | HubSpot |
|---|---|---|
| AEP/OEP renewal cycle tracking | Built in | Not supported |
| Scope-of-appointment record per client | Yes | Custom field hack |
| Age-in birthday alerts (65th year) | Yes, 90-day lead | No |
| Insurance-specific contact fields | Native | Must build from scratch |
| Plan-year notes history | Yes | Generic notes only |
| Price built for solo brokers, not enterprise | Yes -- see /pricing | Enterprise pricing |
Comparison based on publicly documented features of HubSpot, Salesforce, and Radiusbob as of 2025.
Questions agents ask us
Answers that are actually useful, not marketing fluff.
Does Round Table CRM track AEP and OEP separately?
Yes. You can set up separate renewal sequences for AEP (Oct 15 -- Dec 7) and OEP (Jan 1 -- Mar 31) so beneficiaries who need a plan change during OEP surface in a dedicated workflow, not buried in your AEP list.
Can I track scope-of-appointment forms inside the CRM?
Every contact record has a SOA status field and a date field. You mark it complete when the form is signed, and you can filter your book to see who is missing one before a meeting.
How does Round Table CRM handle clients who are aging into Medicare?
Set a client's birthday once and the CRM flags them 90 days before their 65th birthday so you have time to schedule an enrollment call before they start getting overwhelmed by carrier mailers.
I have a book of 400 Medicare clients. Will this slow down?
No. Round Table CRM is built for working books, not demo databases. Search, filter, and bulk-action work at full speed whether your book has 40 contacts or 4,000.
Does the CRM integrate with Medicare carrier portals?
Direct carrier portal sync is on the roadmap. Today you can log plan selections and carrier names per client manually or via CSV import. The records stay yours regardless of carrier.
What happens to my data if I cancel?
You can export your full book as a CSV any time, before or after canceling. No data hostage situations.
Is there a contract?
No annual contract required. Month-to-month, cancel any time. Visit /pricing for current plan details.
Ready to try it?
No annual contract. No setup fee. Import your book and start in minutes.