Run Your Practice
Like a Well-Oiled Machine
CRM & operations consulting built specifically for Daily Money Management firms and Medicare insurance agencies. Streamline operations, improve visibility, and serve your clients better.
Who Can We Help?
We work exclusively with professionals who serve aging Americans. Choose your practice type to learn more.
For DMM Firms
Daily Money Managers
Streamline client management, automate reporting, and build the operational backbone your DMM practice needs to grow sustainably.
- Client relationship & task management
- Automated workflows & reporting
- Family-facing client portals
For Insurance Agencies
Medicare Agencies
Manage AEP pipelines, track agent compliance, nurture your referral network, and give clients a self-service portal — all in one system.
- AEP pipeline & agent management
- Compliance tracking & alerts
- Referral network CRM
A Custom Operating System for Your Practice
Whether you manage finances for elderly clients or help them navigate Medicare, we build the same thing: a system that actually fits how you work.
Give Your Clients a Portal, Not Just a Phone Call
We partner with Ventana to add a secure, branded client portal to your practice — so clients and families can access what they need on their own time.
In Partnership with Ventana
A Better Client Experience Without More Work for You
Ventana connects directly to your CRM and back-office systems to give clients a secure, branded portal at their own URL. They see what you choose to share — invoices, documents, support tickets, account details — without emailing you for every update.
- Secure login with two-factor authentication
- Your brand, your domain — Ventana is invisible to clients
- Documents, invoices, and e-signatures in one place
- Live sync with your CRM — no manual updates
- Role-based access — control exactly what each client sees
Every Engagement Starts the Same Way
A clear, three-step process built around how your practice actually operates.
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1
Assessment
We map your current operations, understand how work flows through your practice, and identify exactly where the opportunities are. You leave with a clear picture and a prioritized roadmap.
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2
Build-Out
We design and build your custom system — CRM configuration, workflows, automations, reporting, and documentation — scoped and priced before we begin.
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3
Ongoing Partnership
A monthly retainer keeps your system running and improving. Six dedicated hours per month — your ongoing operational support, without the overhead of hiring.
Pricing
Simple, Transparent Pricing
Two ways to work together — a flexible hourly option for one-time projects, and a monthly retainer for ongoing support.
Hourly & Project Work
For one-time projects, strategic consulting, operational assessments, and custom build-outs. Scope is defined and agreed on before we begin — no surprises.
- Operational assessments & roadmaps
- CRM setup & configuration
- Workflow & automation build-outs
- Reporting & dashboard creation
- Strategy & advisory sessions
Scoped & priced before we begin
Monthly Retainer
Six dedicated hours of operational support each month. Ongoing requests, system upkeep, and improvements — without the overhead of hiring. Additional hours available at $150/hr.
- 6 hours of dedicated support/month
- Additional hours at $150/hr
- Ongoing operational requests
- System upkeep & maintenance
- Priority email & call support
6-month minimum • Build-outs scoped separately
Ready to Build a Better Practice?
Schedule a complimentary 30-minute discovery call. We'll learn about your practice and show you exactly what a better system could look like.