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# HowardCRM

The Ultimate Medicare Insurance CRM

## Sitemaps

- [XML Sitemap](https://howardcrm.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [HIPAA and Your Medicare CRM: The Questions to Actually Ask](https://howardcrm.com/hipaa-medicare-crm-questions/) - Five questions to ask your CRM vendor about HIPAA, SOC 2 and encryption, plus the self-audit most Medicare agents fail.
- [AEP Prep Checklist for Medicare Agents: What to Do Before 15 October](https://howardcrm.com/aep-prep-checklist-medicare-agents/) - A week-by-week AEP checklist for Medicare agents: clean the data, segment the book, fix your SOA workflow and build the reports before 15 October.
- [The 48-Hour Scope of Appointment Rule Is Going Away: What Changes on 1 October](https://howardcrm.com/scope-of-appointment-48-hour-rule-change/) - The fixed 48-hour SOA waiting period is being removed, with the new workflow starting 1 October 2026. What changes for Medicare agents, and what does not.
- [How to Choose a Medicare CRM: A Buyer’s Guide for Agents](https://howardcrm.com/how-to-choose-a-medicare-crm/) - Eight things to test before you buy a Medicare CRM, from enrollment freedom and Scope of Appointment workflow to reporting you can build yourself.

## Pages

- [HowardCRM - The Ultimate Medicare Insurance CRM](https://howardcrm.com/) - HowardCRM is the Medicare CRM built on Salesforce for health insurance agents: policy tracking, SOA, commissions and enrollments from $300/year.
- [HowardCRM](https://howardcrm.com/howardcrm/) - HowardCRM is a listed Salesforce AppExchange app for Medicare agents. See the official listing and reviews, plus a 30-day free trial for new customers.
- [Trust Center](https://howardcrm.com/security/) - HowardCRM runs on Salesforce, with HIPAA, SOC 2, FedRAMP and ISO 27001 attestations behind your client data. See the full compliance list.
- [HowardCRM Demo](https://howardcrm.com/demo/) - A live 30-minute walkthrough of the HowardCRM Medicare CRM against your own book of business, followed by a 30-day free trial. Call to book.
- [About Us](https://howardcrm.com/about-us/) - Built by a working health insurance agent on the Salesforce platform, HowardCRM has run Medicare books of business for years. Meet the team behind it.
- [Become an Affiliate](https://howardcrm.com/become-an-affiliate/) - Earn recurring revenue referring Medicare agents to HowardCRM. We supply the links and the creative, you keep the commission. Join the program.
- [Medicare Agent Resources](https://howardcrm.com/resources/) - Practical guides for Medicare and health insurance agents on CRMs, AEP preparation, Scope of Appointment compliance and HIPAA.
- [HowardCRM Pricing](https://howardcrm.com/pricing/) - HowardCRM is $300 per year with a 30-day free trial. Data migration, support and training included. Call +1 (619) 391-1776 for promotional pricing.
- [Medicare CRM Features](https://howardcrm.com/features/) - Scope of Appointment, policy management, drug and provider lookup, Blue Button and custom reporting. Every feature in the HowardCRM Medicare CRM.
- [Contact Us](https://howardcrm.com/contact-us/) - Questions about HowardCRM or want a walkthrough of the Medicare CRM? Call +1 (619) 391-1776 or send a message and we will get you set up.
- [HowardCRM Terms and Conditions](https://howardcrm.com/terms-and-conditions/) - The terms and conditions governing use of the HowardCRM platform service, covering licensing, data ownership, billing, support and cancellation.
- [Testimonials](https://howardcrm.com/testimonials/) - Read what Medicare and health insurance agents say about running their book of business on HowardCRM, in their own words.

## Testimonials

- [Diane A.](https://howardcrm.com/testimonial/diane-a/)
- [Ana V.](https://howardcrm.com/testimonial/ana-v/)
- [Valerie G.](https://howardcrm.com/testimonial/valerie-g/)
- [Bill B.](https://howardcrm.com/testimonial/bill-b/)
- [Grace M.](https://howardcrm.com/testimonial/grace-m/)
- [Anna A.](https://howardcrm.com/testimonial/anna-a/)
- [Bruce D.](https://howardcrm.com/testimonial/bruce-d/)

## Categories

- [Uncategorized](https://howardcrm.com/category/uncategorized/)