HowardCRM - The Ultimate Medicare Insurance CRM for Salesforce AppExchange
HowardCRM - The Ultimate Medicare Insurance CRM is the #4 ranked information management app on Salesforce, with a 5.0 average rating from 2 reviews, as a paid app, as of Jul 14, 2026.
HowardCRM - The Ultimate Medicare Insurance CRM is a Salesforce AppExchange app by HowardCRM, LLC. With a rating of 5.0★ from 2 reviews, it currently ranks #4 in the Information Management category.
AppRanks data: HowardCRM - The Ultimate Medicare Insurance CRM ranks #4 in Information Management on Salesforce AppExchange, placing it in the top 13% of that category.
AppRanks verdict
Generated from live marketplace data — refreshed daily
HowardCRM - The Ultimate Medicare Insurance CRM is a category-leading Salesforce app with a limited review volume. It is listed in the Information Management category on Salesforce AppExchange, which AppRanks treats as the canonical taxonomy node for ranking and competitor comparison. 2 reviews put it in the early-traction tier — useful for early-stage stores willing to be on the leading edge. Early-traction review counts are sensitive to single launch periods or feature events, so a 30-day re-check before bigger commitments often resolves whether the trend is sustained. Paid-only pricing means evaluating fit on the marketplace listing or via the developer's documentation before installing. AppRanks tracks rating, review count, pricing tier, and category position daily — the figures on this page reflect the most recent scrape from the canonical Salesforce AppExchange listing.
Pros
- +High average rating (5.0★) signals consistent merchant satisfaction
- +Published by HowardCRM, LLC — established developer track record
Cons
- −Limited review base (2) — ratings can shift significantly with new feedback
- −Paid-only pricing (paid) — evaluation requires committing payment details
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About HowardCRM - The Ultimate Medicare Insurance CRM
How HowardCRM - The Ultimate Medicare Insurance CRM works
HowardCRM is a Salesforce-powered, turnkey CRM designed exclusively for Medicare and health insurance agents. Built to support compliance, efficiency, and growth, it centralizes your entire book of business—clients, prospects, policies, plans, and household relationships—into a single, secure platform. HowardCRM comes preloaded with all Medicare and ACA plans at no additional cost, ensuring agents always work with accurate, up-to-date carrier and plan data without relying on external systems or manual imports. Core workflows include compliant Scope of Appointment (SOA) and Enrollment Forms that can be sent, stored, texted, or emailed directly from the platform. Agents can enroll clients in any carrier or plan, regardless of FMO or upline, while HowardCRM tracks commissionable activity across the full policy lifecycle, providing visibility into enrollments, renewals, and overall production performance, with built-in reporting and dashboards for AEP planning and ongoing book analysis.
Key features
- Scope of Appointment & Enrollment Forms — Send, store, text, or email compliant SOA and enrollment forms directly from the platform.
- Carrier-Agnostic Enrollment — Enroll clients in any carrier or plan, regardless of FMO or upline.
- Commission & Policy Lifecycle Tracking — Track commissionable activity, enrollments, renewals, and production across multiple policy types and throughout policy lifecycles.
- Preloaded Medicare & ACA Plans — All Medicare and ACA plans included at no extra cost with current carrier and plan data.
- Household & Contact Management — Organize clients using household grouping, contact hierarchies, and related records.
- Provider & Drug Lookup — Verify physician networks and perform formulary checks with built-in provider and prescription tools.
- Reports & Dashboards — Analyze carriers, plans, products, and segments with custom reports and dashboards.
- AEP-Ready Analytics — Quickly assess MAPD, PDP and Med Supp books to identify opportunities during Annual Enrollment Period.
- Secure Salesforce Platform — Built on Salesforce with centralized data, role-based access, and secure record management.
Category rankings
As of Jul 14, 2026- Information Management#4of 31Top 13%
- Sales Productivity#42of 186Top 23%
- Sales#185of 1,713Top 11%
- It And Administration#236of 1,462Top 17%
See 90-day rank history for each category
Track daily rank changes, category shifts, and position volatility.
Keyword rankings
HowardCRM - The Ultimate Medicare Insurance CRM ranks for 7 keywords across Salesforce AppExchange. Here are the top 3:
- Rank #6
- 2.ultimateRank #6
- Rank #7
Competitors & alternatives
HowardCRM - The Ultimate Medicare Insurance CRM doesn't have curated competitor matchups yet. Other tracked information management apps on Salesforce:
Frequently asked questions
What is HowardCRM - The Ultimate Medicare Insurance CRM?
HowardCRM - The Ultimate Medicare Insurance CRM is an app for Salesforce. It currently holds a 5.0-star rating from 2 merchant reviews, and it has been listed on the marketplace since 2026. It is listed under the Information Management category on AppRanks, where you can see its current category position, review-velocity trend, and how it compares against the top alternatives in the same space. Developed by HowardCRM, LLC.
Is HowardCRM - The Ultimate Medicare Insurance CRM free?
HowardCRM - The Ultimate Medicare Insurance CRM does not offer a permanent free plan on Salesforce. Pricing starts at 300, and the listed tiers are HowardCRM. Trial availability and exact billing terms are mirrored from the live Salesforce listing and may change between refresh cycles, so always confirm the headline price on the source marketplace before installing.
Who uses HowardCRM - The Ultimate Medicare Insurance CRM?
HowardCRM - The Ultimate Medicare Insurance CRM is actively installed across Salesforce stores tracked by AppRanks. Its review base is still building, which usually maps to early-stage merchants and stores piloting a new workflow. It is part of the Information Management category on Salesforce.
Where does HowardCRM - The Ultimate Medicare Insurance CRM rank on Salesforce?
HowardCRM - The Ultimate Medicare Insurance CRM currently sits at position #4 in the Information Management category on Salesforce. That places it in the top 13% of 31 apps tracked in the same category. Category positions are read from the live marketplace ranking and refresh on each scrape, so the number you see here reflects the most recent crawl rather than a long-running average.
What does HowardCRM - The Ultimate Medicare Insurance CRM integrate with?
HowardCRM - The Ultimate Medicare Insurance CRM lists 3 integrations on its Salesforce marketplace page. The most prominent are Service Cloud, Platform Cloud, None. Integration data is mirrored from the live Salesforce listing on each refresh, so the set above tracks whatever the developer has currently published — it does not reflect deeper compatibility AppRanks has not been able to verify from public data.