Free for 30 days · No credit card
Tell us about your agency and our team will build you a private HowardCRM org on Salesforce, preloaded with Medicare plans and, if you want, your own book of business. Not a demo sandbox. The real thing, free for 30 days.
HowardCRM is HIPAA compliant and has completed a SOC 2 Type II audit. Your client data is protected from day one. Visit our Trust Center.
“Not a single birthday, anniversary or enrollment missed. Keeps me organized and on task. Open enrollment would be a nightmare without it.”
Grace M., HowardCRM customer · More reviews
Takes about two minutes. We’ll handle the setup.
Thank you. We’ve received your trial request and are currently setting up your HowardCRM Trial Org. We’ll be in contact with you shortly.
A confirmation is on its way to your inbox. Questions before then? Call +1 (619) 391-1776.
Fill out the form. It takes about two minutes, and no credit card is required.
Our team sets up your private HowardCRM org on Salesforce with Medicare plans built in and your data loaded if you want it.
Log in, get a walkthrough, and run your actual business in HowardCRM for 30 days, on desktop or mobile.
Nothing is billed automatically. We’ll talk with you before anything is billed.
One simple annual price, with data migration, support and training included. No setup fee and no pricing maze. See what’s included.
HowardCRM started when Brent Howard, a working health insurance agent, got tired of CRMs that were little more than places to park data. So he built one on Salesforce that does the work: it tracks every household, policy and renewal, keeps Scope of Appointment compliant, and lets you pull a report on every client on a plan the moment a carrier makes a change. See every feature.
Yes. You get 30 days with no credit card, and nothing is billed automatically. We’ll talk with you before anything is billed.
Our team starts setting up your HowardCRM trial org right away and will contact you shortly with your login details. We’ll also offer a quick walkthrough so you’re productive on day one.
No. We set up the Salesforce org your trial runs in, with HowardCRM already installed and configured.
Yes, and it’s free. Just tell us in the form. Testing HowardCRM against your own book is the best way to see if it fits how you sell.
No. HowardCRM lets you quote and enroll with any carrier or plan, whoever your FMO or upline is.
HowardCRM is HIPAA compliant and has completed a SOC 2 Type II audit, and it runs on Salesforce’s enterprise infrastructure. A Business Associate Agreement is available. See the Trust Center for details.
We’re happy to answer questions, walk you through the system live, or tell you about current promotional pricing.