Built for Medicare Supplement agents
Best CRM for Medicare Supplement Agents
Medigap is a retention game. Clients pick a plan and stay for years -- until a rate increase pushes them to shop. Round Table CRM helps you get there first, every time, so you keep the book and earn the trust.
Sound familiar?
These are the problems we hear from agents in your niche every week.
- 1
Rate increase letters go directly to clients and you find out they shopped when the replacement notice hits -- you lost the case and the relationship
- 2
Birthday rule and continuous open enrollment windows are easy to miss without a system that tracks eligibility dates per state
- 3
Guaranteed issue opportunities (after a job loss, MA plan termination, or moving out of plan area) disappear in 63 days -- nothing in your calendar catches these
- 4
Your Medigap book is your most loyal clients, but most agents never send the annual note that says "still watching your rate, still your agent"
Why Round Table CRM fits your book
Built by people who know how insurance agents actually work.
Rate monitoring reminder fires annually so you call before the renewal letter lands and position yourself as the agent who watches their rate
Birthday rule eligibility tracking alerts you when a client's birthday month opens a plan-change window in applicable states
Guaranteed issue trigger tracking for qualifying life events -- MA termination, Medicaid loss, employer coverage ending
Annual policy review task sequence so every Medigap client hears from you at least once a year
Carrier rate history notes per client so you can show a pattern and build the case for a plan change when the numbers justify it
How we stack up
Generic CRMs were not built for insurance. Here is the difference.
| Feature | Round Table CRM | HubSpot |
|---|---|---|
| Annual rate review reminder per client | Built in | No |
| Birthday rule eligibility tracking | Yes | No |
| Guaranteed issue event tracking | Yes | No |
| Carrier rate history notes per client | Yes | Generic notes |
| Annual policy review sequences | Yes | Build from scratch |
| Solo broker pricing | 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.
How does Round Table CRM help me catch rate increases before clients shop?
You set an annual rate review reminder per client. The CRM surfaces that contact before their renewal date so you make the proactive call, compare rates, and offer alternatives before a competitor does.
What is the birthday rule and how does the CRM track it?
The birthday rule in states like California and Oregon allows Medigap policyholders to switch plans during the 30 days following their birthday without underwriting. The CRM alerts you 30 days before the client's birthday so you can reach out with options.
Can I track guaranteed issue windows for clients who lose other coverage?
Yes. When a client has a qualifying event -- MA plan terminates, they lose employer coverage, or Medicaid ends -- you log the event and the CRM creates a 63-day countdown with follow-up tasks.
I have 600 Medigap clients. How do I prioritize who to call?
Filter your book by upcoming renewal dates, carriers known for higher rate increases, or clients who have not had a review call in over 12 months. The CRM turns 600 names into a prioritized daily list.
Does Round Table CRM help me move a client from Plan F to Plan G?
The CRM does not make coverage recommendations -- that is your expertise. But it gives you the notes, rate history, and timing you need to make the conversation happen at the right moment.
Does the CRM track which plan letter each client has?
Yes. Each contact record includes plan letter, carrier, effective date, and monthly premium. You see at a glance who has Plan G vs Plan N and when they came on board.
How do I get started?
Import your book via CSV and start setting renewal reminders. Most agents have their first reminders firing within an hour. Visit /pricing for plan details.
Ready to try it?
No annual contract. No setup fee. Import your book and start in minutes.