CallsInQ health insurance CRM for ACA and Medicare agencies

QBase for Health Insurance

Sell coverage all year, not just at enrollment

QBase for Health Insurance gives ACA and Medicare agencies one place to call, text, and follow up with every lead. Not just at open enrollment, but all year. It even chases down SEP documentation from prospects and pending clients on its own, so applications stop stalling on missing paperwork. Calls and texts should follow documented consent, opt-out, carrier, and legal requirements. Each customer remains responsible for legal review, list sources, messaging content, and its own outreach practices.

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CallsInQ health insurance CRM for ACA and Medicare agencies

The problem

A missed call is a lost commission, in any season

Coverage sells all year. Special enrollment periods, qualifying life events, Medicare aging-ins, renewals: they never stop coming. But when leads pile up faster than your team can call them back, the sale goes to whoever dials first. Spreadsheets and three different tools mean callbacks slip, and pending applications sit there waiting on paperwork nobody chased.

QBase for Health Insurance keeps every call, text, and appointment in one place, and it follows up on the documents you're waiting for on its own. No lead goes cold. No application stalls.

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Why agencies choose QBase for Health Insurance

Built to keep you selling year-round

CallsInQ health insurance CRM for ACA and Medicare agencies

Automated follow-up

It chases down SEP documents so your applications stop stalling

SEP applications stall the moment you're waiting on proof of a qualifying life event. QBase for Health Insurance handles that chase for you. It texts and emails prospects and pending clients until the paperwork actually shows up, so applications get submitted instead of sitting in limbo.

That same document and contract flow can help your team record outreach preferences and consent information for follow-up and renewal workflows. Your agency is responsible for determining what consent and permissions are required and for reviewing each campaign. So when OEP or AEP opens, you can reach them right away and they're already warm to renew.

Once configured, follow-up workflows can support year-round text and email outreach. Teams still need to review audience, timing, content, opt-outs, and legal and carrier requirements. Your agents get to close and keep clients instead of chasing them.

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How it works

From new lead to active policy in three steps

Capture Enrollment Activity
Every new lead lands in one place on its own. You get their contact details, where they came from, and full history before you make the first call.
Coordinate Follow-Up
Automatic reminders, callbacks, and SEP document requests keep every application moving, so nothing sits waiting on paperwork.
Keep Clients and Renew Them
Record renewal and contact preferences in the workflow, then plan OEP and AEP follow-up using your agency’s approved outreach process. Your agency remains responsible for consent and campaign requirements.
CallsInQ health insurance CRM for ACA and Medicare agencies

One place for everything

Calls, texts, and client records on a single screen

No more flipping between a dialer, a texting app, and a spreadsheet. Your agents pull up one screen and see every call, text, and appointment for a client, with the full history right there before they even say hello.

Fewer dropped conversations. Faster callbacks. A team that stays on top of things whether it's peak season or a slow Tuesday in July.

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The bottom line

What QBase for Health Insurance gives your agency

Call leads back in seconds, not hours

Reach new ACA and Medicare leads while they're still interested, with your whole team dialing from one organized queue.

Support responsible outreach workflows

Use consent records and campaign controls as part of a responsible outreach process. TCPA, A2P 10DLC, carrier, licensing, and other requirements depend on each customer’s setup and practices; customers remain responsible for legal review and compliance. Sending at scale? See our high-volume SMS approach.

Keep clients and renew them

Record renewal and contact preferences in the workflow, then plan OEP and AEP follow-up using your agency’s approved outreach process.