Private Beta
Never Lose a Medicare Client to a Missed Follow-Up Again.
Built by a Medicare agent who got tired of losing clients to missed follow-ups.
The channels are solved. The problem is who to contact and why.
Most Medicare agents don't lose clients because of bad service — they lose them because things slip through the cracks.
Track policies, commissions, and renewals — not just contacts. One Medicare-focused platform built for how independent agents actually work.
Free during beta • No credit card required • Used by Medicare agents in TX, PA, and FL
Most agents don't lose clients because they're bad at sales.
They lose them because they can't keep track of everything.
Most CRMs were never designed for Medicare.
Medicare agents manage long-term client relationships, annual renewals, commissions, follow-ups, and compliance documentation. Most CRM and AMS platforms are built for broad use cases — they require configuration, workarounds, and compromises just to fit an insurance workflow. KundPro follows the structure of proven practice management tools, with a sharper Medicare focus and none of the overhead.
Built from real industry experience
KundPro was created by a Medicare agent who needed a better way to manage clients, policies, renewals, commissions, and follow-up activity — and couldn't find a tool built for that.
Designed around real workflows
The platform is shaped around what agents actually do every day — not generic CRM assumptions that require heavy customization before they're useful.
Focused on the Medicare business
This is not an all-purpose CRM. It is built specifically for Medicare agency management — the policies, the renewals, the commissions, and the long-term client relationships that define this business.
Built for Medicare agents managing a real book of business.
KundPro is for independent agents and growing agencies who need more than a generic CRM — a platform built around the real day-to-day of Medicare: clients, policies, renewals, commissions, and long-term relationships.
Independent Medicare agents
Keep client records, policy details, follow-ups, and reminders organized in one place — not scattered across spreadsheets, sticky notes, and email threads.
Growing Medicare agencies
Build a stronger operational foundation for your team with a platform designed around Medicare workflows and the realities of running a book of business.
Agents managing renewals and commissions
Stay on top of policy renewals, commission activity, and client history with tools built for long-term book-of-business management — not just contact storage.
Agents replacing spreadsheets
Move from fragmented files and manual tracking into a centralized system designed to become the single source of truth for your agency.
From scattered to in control.
Without KundPro
- Notes scattered across different places
- Missed follow-ups and forgotten renewals
- Hard to see what needs attention today
With KundPro
- Everything in one place, organized by client
- Clear follow-up visibility with calendar-driven reminders
- Better control of your Medicare book of business
Run your Medicare book of business from one system.
Independent Medicare agents lose business the same way every time — a renewal slips, a birthday goes unnoticed, a follow-up never happens. KundPro brings everything into one place: client profiles, policy history, tasks, commissions, and a calendar that automatically surfaces what needs attention before it becomes a missed opportunity.
Stay organized
Keep client information, policy history, notes, tasks, and important dates in one place — not scattered across spreadsheets and disconnected tools.
Never miss important dates
Calendar-driven reminders for birthdays, renewals, and follow-ups keep critical touch points from falling through the cracks.
Track the business clearly
Get visibility into prospecting opportunities, commissions, renewals, and activity across your entire book of business.
Focus on what matters
Spend less time chasing information and more time serving clients, following up consistently, and growing production.
A Medicare CRM and AMS for managing your entire book of business.
KundPro includes the following core capabilities, built specifically for Medicare agency management.
Client Management
- Client contact information and full profile data
- Interaction tracking for calls, notes, and communication history
- Compliance notes and documentation per client
Policy Management
- Policy ledger for tracking Medicare coverage and plan history
- Policy status visibility across your book of business
- Renewal date tracking tied to client records
Prospecting & Growth
- Prospecting reports with actionable opportunities surfaced from your data
- Lead and prospect tracking separate from active client records
- Visibility into pipeline activity and follow-up status
Productivity Tools
- Task management for follow-ups and reminders
- Integrated calendar that pulls important dates from client data automatically
- Daily agenda view so nothing slips through the cracks
Financial Tracking
- Commission tracking and reconciliation tools
- Carrier payment visibility across your book
- Commission history tied to individual client policies
Workspace Customization
- Customizable quick links to your most-used tools and systems
- Dashboard layout tailored to your agency's workflow
- Built to expand as the platform evolves with your feedback
See your Medicare book of business at a glance.
KundPro brings the important parts of your business into one place so you can see what matters and act on it.
- Upcoming client birthdays for consistent relationship touch points
- Policy renewals and other key dates pulled from your data
- Open tasks and follow-ups that support daily execution
- Commission tracking and visibility into your business
- Prospecting opportunities surfaced from reports and data
What agents are saying.
This is exactly what I needed to keep track of my clients and follow-ups.
This platform makes managing clients, staying organized, and supporting people much easier.
I already caught follow-ups I would've missed. That alone makes it worth it.
Now entering beta.
KundPro is in active development. A limited number of Medicare agents will be invited to participate in early testing as the platform continues to evolve.
Join the beta to get early access as new spots open and help shape the platform.
- Explore new Medicare CRM and AMS features early
- Help shape the direction of the platform
- Join the list for launch updates and early access
Free during beta. Plans start at $49/month — beta users get 40% off for life.
Built by a Medicare agent who needed this — not a generic CRM company.
Reserved for early adopters helping shape the platform during development.
Common Questions About KundPro CRM + AMS
Learn how KundPro helps Medicare agents manage their book of business, track commissions, and stay organized with a platform built specifically for the senior insurance market.
An Agency Management System (AMS) is a centralized digital hub designed to replace manual spreadsheets and fragmented files with a secure system of record for your agency.
For Medicare agents, KundPro CRM + AMS tracks complex policy details, manages carrier commissions, and surfaces renewal alerts so you never miss a critical deadline or engagement opportunity.
AMS is the back-office anchor of your agency. It focuses on post-sale operations — tracking policies, commissions, and renewals — while CRM handles the growth side.
CRM stands for Customer Relationship Management. It is the growth engine of your business — tracking leads, managing sales conversations, automating follow-ups, and maintaining communication with prospects and clients.
CRM focuses on finding new clients and nurturing relationships so prospects become long-term policyholders. Combined with AMS back-office tools, it gives you a complete system for running your Medicare agency.
Most CRM and AMS platforms are built for broad industries and require heavy customization to fit an insurance workflow. KundPro is built specifically for Medicare agents and focuses on managing a book of business — not just storing contacts.
It combines CRM growth tools with AMS back-office infrastructure in a single platform designed around the workflows Medicare agents actually use every day.
KundPro centralizes client information, policies, commissions, tasks, and calendar reminders into one system — eliminating scattered spreadsheets and disconnected tools.
The result is fewer missed follow-ups, better client retention, and more time spent on sales rather than administrative work.
Yes. KundPro is designed specifically for the Medicare insurance market. The platform reflects the real workflows Medicare agents deal with every day — renewals, commissions, compliance documentation, and long-term client relationships.
Yes. KundPro is built around the principle that agents own their book of business and their client data. The platform provides the infrastructure that organizes and secures that information while keeping your agency in full control.
Ready to stop managing your book of business in spreadsheets?
Join the KundPro beta. Free during beta — founding pricing locked in for early adopters. Spots are limited.
Join the BetaNo credit card required • Free during beta • Medicare agents only