LeadGPT: The AI CRM for Health Insurance Agents

The best CRM for a health insurance agent is one built around how health insurance is actually sold: fast first contact, a lot of calling and texting, enrollment windows, and strict rules about consent and recording. LeadGPT is built specifically for agents selling Medicare, ACA marketplace, life, and ancillary products. You get one place for all your leads, calling and texting from local numbers, AI call analysis, Sofia (a built-in assistant that texts you when a lead replies or a new web or MeetBrokers lead comes in), follow-up automation, and a public profile on MeetBrokers.com. A general-purpose CRM can be made to do some of this with add-ons, but you end up assembling and paying for the pieces yourself.

Yes. Medicare agents use LeadGPT to work leads through the Annual Enrollment Period (October 15 to December 7) and the Medicare Advantage Open Enrollment Period (January 1 to March 31), and to keep Initial Enrollment Period prospects warm year-round with SMS drip campaigns. Calls placed or answered in LeadGPT are recorded and transcribed, which matters because CMS requires recording of Medicare Advantage and Part D marketing and sales calls. Sofia texts you when a lead replies or a new web or MeetBrokers lead arrives, and can hold the first text conversation while you are in an appointment.

LeadGPT runs on Amazon Web Services, uses HTTPS on every connection, and stores passwords and API keys only as hashes. Each agent's leads and text conversations stay in their own account, out of view of other agents and team admins, and recordings, transcripts, notes, and attachments stay with the lead instead of in a text thread on someone's phone. Our HIPAA page lists the health details LeadGPT can hold and the providers that process them, so you can review it with your compliance team before you store protected health information.

Yes. LeadGPT includes calling and texting from local phone numbers, and you can hold more than one number per user so you can match the area code of the leads you are working. Calls are recorded and transcribed, then analyzed for coaching and follow-up. An AI receptionist answers inbound calls when you cannot, voice campaigns handle outbound volume, and Number Health monitoring warns you when one of your numbers is at risk of being flagged as spam.

Three ways. Import a CSV from your old CRM or spreadsheet. Use the public API with an API key so your website forms and lead vendors can post leads straight into LeadGPT. Or connect a vendor integration such as TMS Leads. New inquiries from your MeetBrokers.com profile arrive the same way, tagged with the consumer's coverage interest and ZIP code, and Sofia can create a lead for you from a text.

Yes. The LeadGPT app for iPhone and iPad is on the App Store and uses the same account as the web app. It has nearly everything the web app does, on the same plan: your leads and their full records, texts and calls in one Inbox, Sofia, the AI Receptionist, campaigns and drip campaigns, automations, your calendar, Analytics, Team Hub, your Profile Page, and your phone numbers. CSV import and choosing or changing your plan happen on the web. Because Sofia also works over plain SMS and by voice, you can create leads, check your calendar, and send follow-ups from any phone without opening the app.

LeadGPT has three monthly plans. Lead Scout includes the full CRM, Sofia, calling and texting from up to 3 local numbers, call recording and AI analysis, campaigns and drips, and a MeetBrokers.com profile. Lead Hunter adds the AI Receptionist, AI voice calling campaigns, up to 10 numbers, and featured placement on MeetBrokers.com. Lead Master adds teams and Team Hub for agency owners. There are no lead caps or add-ons to buy, each agent needs their own subscription, and you can cancel anytime. Current prices are on the pricing page at leadgpt.com/pricing.

MeetBrokers.com is a consumer directory of licensed health insurance agents, and a profile is included with every LeadGPT subscription with no per-lead fees. You publish your profile from the Profile Page in LeadGPT; it shows your NPN, with a License verified badge once our team checks it. When a consumer sends an inquiry, it lands on your Leads page in LeadGPT tagged MeetBrokers, with their coverage interest, ZIP code, and consent record, and Sofia texts you right away. Lead Hunter and Lead Master subscribers get featured placement in search results.