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 a leads inbox, calling and texting from local numbers, AI call analysis, Sofia (a built-in assistant that texts you the moment a 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 email and SMS drip campaigns. Calls placed through LeadGPT can be recorded and transcribed, which matters because CMS requires recording of Medicare Advantage and Part D marketing and sales calls. Sofia texts you when a new lead arrives and can hold the first text conversation while you are in an appointment.

Client data in LeadGPT is encrypted, access is role-based, and the platform is built with HIPAA-minded handling of protected health information. Call recordings, transcripts, notes, and attachments stay inside your account rather than in a text thread on someone's phone. We publish the details of how data is stored and protected on our Security and HIPAA pages so you can review them with your compliance officer.

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 your inbox. 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 iOS app is on the App Store, so you can see new leads, calls, texts, and Sofia's messages from your phone. 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 plans, Lead Scout, Lead Hunter, and Lead Master, that differ mainly in lead capacity and AI minutes. Every plan includes the AI features, local numbers, unlimited calling and texting, and a MeetBrokers.com profile. There is a free trial, and current prices and what each plan includes 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 Settings and Directory Listing in LeadGPT; it shows your verified license and NPN. When a consumer sends an inquiry, it lands in your LeadGPT leads inbox 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.