Agent Boost Rocket CRM

Prospect, Track, Automate, and Close Clients Faster Than Ever Before!

Rocket CRM

Agent Boost Marketing strives to not only meet agent’s needs and expectations, but to exceed them. We are always exploring new and innovative ways to provide additional value as an industry leading FMO. We understand that the Medicare and senior market insurance space is evolving quickly, so as an agent it’s critical that you evolve as well. As such, we are excited to introduce our new lead management CRM “Rocket CRM”. Imagine a CRM that turns you into an entire sales team that is actively working your sales funnel.

Please see all the FAQS and information below, but here’s a quick overview of why we’re so excited and what this mean to you.

  • It’s free! There’s no cost to our agents, we’re incurring the cost for all our agent nationwide.
  • There’s no limit to the number of records you can add to the system
  • It integrates all your touchpoints in one place. Phone calls, cellphone, text, email and more tracked and accessed in one place.
  • Tracks the value of your entire sales funnel or pipeline
  • Ability to track the cost of leads purchased and sales closed so you know your ROI
  • Appointment setting and calendar management included
  • Full 2-way SMS and MMS integration
  • Ringless Voicemail
  • Automatic calling. When you get a lead, it immediately calls the prospect and you get notified via text and email as well.
  • Replaces multiple other systems you may be using like Google Sheets, Excel, Mail Chimp, EZ Texting, Skipio, ClickSend, Call Drip, Calendly and more


FAQs from our agents about this CRM

Q: What is a CRM?

A: Customer relation management. It’s a technology for managing all your company’s relationships and interactions with customers and potential customers

Q: Is there training available on the CRM?

A: Yes. Before using the CRM you must sign a user agreement and then we will provide you with a 1-on-1 (30) min implementation training with an Agent Boost staff member. We will also conduct ongoing Webex’s with different topics.

Q: Do I need to be contracted with Agent Boost Marketing to use your CRM?

A: Yes. You cannot purchase a subscription to this product, we are not a reseller. This is for agent use only for agents contracted with Agent Boost Marketing.

Click the Button Below to access the Rocket CRM User Agreement

Download the PDF, sign, and send to to receive access