The Problem: You’re Wasting Hours Every Week
Most Medicare agents wear too many hats — especially when they’re working alone. Between following up with leads, managing renewals, scheduling appointments, and sending out reminders, many agents spend more time on admin than actual selling.
If you’ve ever:
- Forgotten to follow up with a hot lead
- Double-booked yourself accidentally
- Missed a client’s birthday or renewal anniversary
- Lost a sale because you didn’t respond quickly enough
…you’re not alone. And none of that is because you’re not capable — it’s because you don’t have the right tools.
That’s where a Medicare-specific CRM changes the game.
What Is a CRM (and Why Do Agents Need One)?
A CRM (Customer Relationship Management) system is a digital tool that helps you:
- Organize your contacts
- Track where each lead is in your pipeline
- Automate your communication
- Stay compliant with outreach
But most CRMs aren’t designed for insurance — and definitely not for Medicare agents. That’s why TMS built one just for you.
What Makes the TMS CRM Different
Our CRM is powered by GoHighLevel — a proven, scalable automation platform — and then customized specifically for Medicare sales.
When you contract with TMS, we give you free access to a fully loaded CRM that includes:
Lead Pipeline Tracking
- Track prospects from “new lead” to “ready to write” to “contracted”
- Use visual pipelines to stay organized at a glance
- Customize based on your own sales process
Automated Workflows
- Send welcome texts and emails automatically
- Trigger reminders for birthdays, anniversaries, and policy renewals
- Set up long-term nurture sequences (for up to 36 months!)
Smart Tags and Segmentation
- Tag leads by interest level, referral source, language, plan type
- Filter by county, client status, and follow-up schedule
Built-In Templates
- Follow-up for event attendees
- No-show sequences
- “Still thinking about it” workflows
- Thank-you messages post-appointment
“I’m Not Techy” — And That’s Okay
Most agents we work with aren’t tech experts — and they don’t need to be.
That’s why every CRM comes with:
- 1-on-1 setup support
- Video walkthroughs tailored to Medicare sales
- Access to our Agent Success Team for questions
You’ll never be left guessing.
Real-Life Examples: Automation in Action
Example 1: You meet 10 leads at a Turning 65 event. You tag them as “Event Lead – T65.” A pre-built workflow sends a 3-email series over the next 2 weeks with helpful tips and a call to book a consultation.
Example 2: A client enrolled last year. One month before their policy anniversary, the CRM automatically reminds you to reach out — and sends them a check-in message.
Example 3: A new lead submits a form from your Facebook ad. They instantly receive a warm intro text and are moved into your CRM pipeline for tracking.
Why It’s Free (and How That’s Possible)
Most FMOs charge for tools — or worse, offer nothing and leave you on your own.
At TMS, we’ve made an intentional investment in our agents. The CRM is free because we believe automation = retention and growth. When you succeed, we all win.
There are no monthly fees, contracts, or surprise upsells. Just tools that work — included from day one.
CRM vs. Manual Management: The Time Savings
| Task | Without CRM | With CRM |
| Sending birthday texts | 2 hrs/mo | 10 min (auto) |
| Event follow-ups | 4 hrs/event | 5 min setup |
| Renewal reminders | 3 hrs/mo | 15 min/month |
| New lead outreach | 1 hr/lead | Instant + auto |
Total time saved: ~10+ hours/month — and that’s conservative.
Summary: Grow Faster, Work Smarter
With the right CRM, you can:
- Stay top of mind with every lead
- Never miss a renewal
- Nurture “not ready yet” prospects automatically
- Focus on selling — not admin
And when that CRM is free and built just for your business? Even better.
Want to see it in action? We’d love to show you a live demo.