The All In One
Growth Platform for
Medicare Agents
Our Medicare-focused CRM converts more prospects into booked appointments and boosts cross-sells—see commissions grow by 50% within 90 days.”
Dedicated phone setup, call recording & calendar sync
Preloaded Medicare-specific campaigns for AEP, referrals & Cross Selling!
Automate texts, calls & emails so no lead slips through the cracks
🔉Unlock Hidden Earnings—Never Miss a Follow-Up Again🔉
Unrivaled Support: 24/7 access to your own dedicated account manager.
TESTIMONIALS
What others are saying
“Doubled My Bookings!"
“Since switching to Senior Sphere CRM, I’ve doubled my booked appointments in just two months. The automated follow-ups and appointment reminders mean no more missed leads—and my commission checks reflect it. Highly recommend!”
Jamie Thompson, Medicare Agent
"Retention Soared”
“Senior Sphere CRM’s built-in campaigns and custom Medicare fields have saved me hours every week. I’m nurturing clients automatically—birthday texts, post-sale check-ins, you name it—and my retention rate has never been higher.”- Maria Lopez, Medicare Agency Owner
"Amazing Support"
“The 24/7 access to my dedicated account manager gave me confidence from day one, and the real-time reporting keeps me on top of every metric. I finally have a single system that handles calls, texts, emails, and pipelines seamlessly.”
Ethan Patel, Senior Health Advisor
Prebuilt, Medicare-tailored marketing assets—ready from day one
Is Senior Sphere CRM Right for You?
Your Medicare business is one-of-a-kind, so why settle for a generic CRM? Senior Sphere CRM is engineered for your exact needs: instant website lead capture, automated follow-ups at every touchpoint, and workflows that mirror your sales process. With custom lead forms, built-in pipelines, and turnkey campaigns, you’ll bypass manual configurations and focus every moment where it counts—building relationships and helping more seniors.
Plus, you get real-time reporting on leads, appointments, and revenue, along with dedicated support so you’re never left guessing how to optimize your growth.
Website Lead Form Integration
Dedicated Phone & A2P Setup
Calendar Sync & Email Setup
Custom Medicare Fields & Sales Pipeline
Annual Enrollment Period (AEP) workflows
Automated Campaigns
Preloaded Cross-Sell Campaigns
Client Retention & Referral Generators
Mobile App Access
Monthly Performance Reports
Let Your Business Stand Out
Prebuilt Marketing Assets for Medicare Agents—Ready to Deploy!
Instantly personalize every piece with Senior Sphere CRM’s and launch in minutes:
Email & SMS Lead Sequences
Long-Term Nurture Campaigns
Cross-Sell Workflows
Follow-Up Automations
Renewal Reminders
Appointment Notifications & Reminders
Consistent Branding Across All Touchpoints
Mobile-Friendly App
“I chose Senior Sphere CRM for this very reason—it’s exactly what I’ve been searching for!”
~ A Senior Sphere CRM User
Why Senior Sphere Marketing?
Our CRM Is Your One Stop Sales And Marketing Platform
All tools included with your account and much more!
Integrated Phone System
Senior Sphere CRM’s integrated phone system routes calls to your dedicated number, records conversations, and syncs voicemails—ensuring you never miss a lead or client message and maintain compliance.
Business Email Setup
Senior Sphere CRM configures your business email with professional domain settings and SMTP/IMAP integration—syncing your inbox, enabling custom templates and signatures, and automating campaign emails to ensure seamless, reliable communication with every lead and client.
Calendly Style Calendar
Senior Sphere CRM syncs your calendar with your website and popular scheduling tools—automatically displaying your real-time availability, preventing double-books, and sending confirmation and reminder invites so clients can book appointments hassle-free.
Connects to every platform
Senior Sphere CRM integrates seamlessly with all your favorite tools—Facebook Ads, Google Analytics, Zapier, and more—so data syncs automatically, workflows stay connected, and you can manage marketing, sales, and reporting from one unified dashboard.
7 Channel Follow Up
Senior Sphere CRM’s 7-Channel Follow-Up engages prospects across email, SMS, phone calls, voicemail drops, social media messages, postcards, and web chat—automatically scheduling each touchpoint so no lead slips through the cracks and your conversion rates soar.
Team Management
Senior Sphere CRM’s Team Management lets you assign roles, set permissions, and distribute leads across your staff—with real-time performance tracking, automated task reminders, and collaborative notes. Add as many staff members as you'd like... FOR FREE!
Pre-Built Automations
Senior Sphere CRM comes with prebuilt automations for every stage of your sales cycle—from lead capture and welcome sequences to post-sale nurturing and renewal reminders—so you can launch powerful workflows instantly without manual setup.
Social Media Marketing
Streamline your social media marketing by scheduling and publishing posts across Facebook, LinkedIn, and Instagram directly from your dashboard. With built-in engagement tracking, you’ll see which content drives clicks and leads—then automate follow-up sequences based on interactions to turn social engagement into booked appointments.
Monthly Advanced Reports
Senior Sphere CRM delivers advanced monthly reports packed with key metrics—lead sources, funnel stages, appointment counts, revenue trends, and marketing ROI—so you gain clear insights into performance, identify growth opportunities, and make data-driven decisions each month.
Tools To Organize Your Data
Senior Sphere CRM’s organizational tools let you categorize and segment data with custom fields, filters, tags, and dashboards—ensuring every client record is easy to find, analyze, and act on.
Client Retention Campaigns
Senior Sphere CRM’s client retention campaigns keep your existing book engaged with automated multi-touch sequences—birthday and holiday greetings, satisfaction check-ins, policy review reminders, and referral requests—so you boost renewals, foster loyalty, and generate new leads from your happiest clients.
Built To Cross Sell
Senior Sphere CRM is built to cross-sell with targeted, turnkey campaigns—automatically promoting ancillary products like final expense, annuities, and indemnity plans to existing clients at the optimal times, driving additional revenue without extra effort.
Accelerate Your Growth!
The Senior Sphere CRM Is Perfect For Agents Servicing Clients
Senior Sphere CRM is more than a tool—it’s your growth partner, equipping agents and teams with tailored marketing and sales strategies. Book a demo to explore our agency plans, custom branding, and the full suite of features.
Automatic round-robin lead distribution across your downline
Custom lead-generation and campaign solutions tailored to your goals
Instantly replicate proven workflows to every agent, so they focus on selling, not setup
Add unlimited assistants at no extra cost
Ready-to-launch cross-sell campaigns for annuities, final expense, indemnity plans, and more
Three-line power dialer for high-volume call centers
All Our High-Converting Content—Yours Day One
Start Your 14-Day Free Trial of Senior Sphere CRM
An Agent-First Platform
Set to Drive Growth
Senior Sphere CRM is built for Medicare agents and ready to drive growth from day one. You’ll get every core feature, preloaded campaign, and marketing asset included—plus our Customizer tool to tweak messaging and design without any technical know-how.
On your personalized onboarding call, our team will configure your account, tailor pipelines and automations to your workflows, and ensure you’re set up for success.
When your 14-day free trial ends, simply continue for $97/month to keep all the essentials and unlimited support. Optional add-ons are available as you scale—carrier fees for SMS and calls are always transparent, so there are no surprises.
Dedicated Account Manager
Get Our Help 24/7
Email & Phone Support
Setup feeling overwhelming?
No worries! Our tech experts are here to customize your account and kickstart your growth.
After onboarding, you’ll get a private call with your dedicated account consultant, who will guide you through every step of setup. It’s that simple!
No other solution delivers more value than Senior Sphere CRM
Get Started Immediately—Try Your Free Trial!
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