Exclusive to contracted TMS agents
OmniReach CRM. Included with your TMS contract.
A full Medicare-focused CRM that other agents pay $197/month for — TMS agents get it as part of their contract. Track clients, automate follow-up, and grow your book without paying extra.
Up to
Use it your way — simple or supercharged.
Some agents just want a great place to keep their clients organized. Others want to automate everything. OmniReach handles both — with the same flat-included pricing.
For Every Agent
Your client book — organized.
At its simplest, OmniReach is a clean, modern place to keep track of everyone you work with. No spreadsheets. No sticky notes. No more “where did I put that client’s info?”
- Name, phone, email, address, birthday — all in one place
- Detailed notes from every conversation
- Quick search to find any client in seconds
- Click to call, click to text, click to email — right from the contact
- Works on your phone, tablet, or laptop
For Tech-Savvy Agents
The whole follow-up engine.
At its simplest, OmniReach is a clean, modern place to keep track of everyone you work with. No spreadsheets. No sticky notes. No more “where did I put that client’s info?”
- Auto-SMS new leads the moment they come in
- Drip email campaigns for prospects and renewals
- Appointment reminders and AEP follow-up sequences
- Pipeline stages to track every lead from first touch to enrollment
- Two-way SMS, calling, and email all from inside the CRM
Everything you need to — manage and grow.
Built specifically for Medicare and life insurance agents — not a generic CRM forced to fit our world.
Contact Management
Every client and prospect in one searchable database. Custom fields for plan type, effective dates, dependents, and anything else you track.
Two-Way SMS
Text clients and prospects right from the CRM. Conversations save to the contact record. Templates for fast replies. Bulk SMS for campaigns.
Email Campaigns
Drag-and-drop email builder for newsletters, AEP outreach, T65 sequences, and renewal reminders. Open and click tracking built in.
Built-In Calendar
Let clients self-schedule appointments. Auto-reminders by SMS and email. Sync with Google Calendar, Outlook, or iCloud.
Phone System Built In
Pipelines & Reporting
Automation, demystified
One lead. Six follow-ups. Zero effort.
The Math
$2,364 of value every year.
OmniReach retails at $197/month — that’s $2,364/year that you don’t pay as a TMS agent. One of many reasons our agents stay.
OmniReach CRM — Included
Available exclusively to contracted TMS agents. Not sold separately at this price.
Get OmniReach when you contract with TMS.
OmniReach is just one of the tools you get as a TMS agent. Real mentorship, up to $900/month in earned marketing dollars, AHIP & E&O reimbursements — all included.
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