Medicare Field CRM

Upload a CSV file. Required columns: First Name, Last Name, Phone. Optional: Email, Address, City, State, ZIP, DOB, Notes.

Upload a CSV of your existing clients. Columns recognized: Name, Phone, Email, Carrier, Plan Name, Effective Date, New to Medicare (yes/no), Monthly Renewal, Notes. Existing clients (already receiving renewals) should have "New to Medicare" set to "no".

Match each column from your file to the correct CRM field. Columns already matched are shown in orange.