OmniReach is the Medicare agency CRM and FMO CRM that gives you full visibility across every producer, every pipeline, and every lead — without chasing anyone for updates. HIPAA-compliant. Pre-built for Medicare. One flat monthly fee.
When your agents are running on spreadsheets, disconnected dialers, and gut instinct, deals fall through. Leads go cold. You have no idea where anyone's pipeline actually stands.
A generic CRM won't fix that. It just adds another tool nobody uses consistently.
Every agent in your downline operates under the same encrypted, BAA-covered, audit-logged environment — from day one. No extra setup. No compliance gaps between producers.
Every feature your organization needs — pre-built, HIPAA-compliant, and ready from day one.
See every agent's pipeline, conversion rate, and open opportunities from a single view. No status-update calls. No chasing spreadsheets. Just a clean, real-time picture of how your entire organization is performing.
Build a proven follow-up sequence and deploy it across your entire downline instantly. Every producer running the same winning workflow means fewer dropped leads and more consistent results across the board.
MA, MAPD, Supplement, and Final Expense workflows are already configured. Your agents log in and start working — not spend three days rebuilding a pipeline from scratch inside a tool that has no idea what AEP means.
Every agent in your downline operates under the same encrypted, BAA-covered, audit-logged environment. One FMO. One compliance standard. Zero gaps across your entire organization.
New producer joins your downline? Get them inside OmniReach with their pipelines, automations, and workflows ready fast. No lengthy setup. No IT required. No weeks of configuration before they can work their first lead.
Whether you're running a downline of 5 or 500, OmniReach was built to scale with you.
Full downline visibility, shared automations, and one compliance standard across every agent under your umbrella. See what's performing and what isn't — without micromanaging anyone.
Manage your producers, track every pipeline, and run your entire book from one dashboard — without the operational chaos of spreadsheets, disconnected tools, or daily status update calls.
See what's working, where deals are stalling, and which producers need support — without micromanaging anyone. Real-time pipeline data across every agent, all in one view.
24/7 live chat support isn't just for your admins. Every agent in your downline gets the same real-human support — day or night. Your producers are never stuck. Neither are you.
Every producer gets immediate responses to setup and how-to questions — no ticket, no hold time, any hour of the day.
When an agent needs more than a quick answer, one message connects them to our team — step-by-step replies included.
For anything complex, we record a walkthrough built around your exact setup. No generic help docs. No waiting until Monday.
When you're in the middle of AEP and something breaks for any agent in your org, you get an answer in minutes — not a callback.
Scale your downline. Not your software bill.
Flat rate for the system. No per-seat fees. No tier upgrades.
Calls, texts, and emails are Usage fees for calling and SMS services apply separately. We'll walk you through the exact math on your demo.
20 minutes. We'll show you exactly how OmniReach works for FMOs and Medicare agencies — pipelines, downline management, automations, and all. No high-pressure pitch. Just a working demo built around your organization.