Stop Losing Leads
During AEP Season
We build CRM systems that give Medicare agencies a clear view of every agent, every client, and every renewal — so nothing falls through the cracks when it matters most.
The Challenges Medicare Agencies Face
AEP is a sprint. But most agencies are running it with a system built for a walk.
AEP Pipeline Chaos
Annual Enrollment Period floods the pipeline — and without a clear system, high-value leads go cold while agents scramble.
No Visibility Across Agents
No single view of each agent's book — who's at risk of lapse, who has open leads, who needs follow-up today.
Lead Follow-Up Falls Behind
Referrals from elder law attorneys, financial advisors, and DMMs go cold because there's no system to catch them.
Compliance Tracking Gaps
Keeping certifications, carrier appointments, and AHIP deadlines current across a team of agents is a full-time job without the right system.
Commission Visibility
No clear picture of where commissions stand — by agent, by carrier, or by plan year — until the statement arrives.
Referral Network Untracked
Relationships with elder law attorneys, financial advisors, and DMMs are valuable — but they're not being systematically cultivated or measured.
An Operations System Built for Medicare Agencies
We configure CRM around the specific workflows, compliance requirements, and selling seasons that define your business.
Partner Add-On · Ventana
Give Clients a Portal to View Their Plan Documents & Invoices
Through our partnership with Ventana, we can add a branded client portal to your agency. Clients log in to access their plan documents, invoices, e-signature requests, and support tickets — under your agency's name and domain. No more emailing PDFs, no "can you resend that?" calls. Everything pulls live from your CRM and back-office systems so clients always see what's current.
Ask about client portals | Learn about Ventana ↗We Know This World
We've worked directly with Medicare agencies and the professionals who serve aging Americans. That context changes everything about how we build.
From Discovery Call to Live System
A clear, four-step process with no surprises on scope or cost.
Discovery Call
30 minutes to learn about your agency, your current tools, and your biggest operational headaches. No pressure.
Scoped Proposal
A clear proposal with timeline and pricing — agreed before any work begins. Hourly projects or monthly retainer, your choice.
Build & Configure
We build your operations system — pipelines, automations, dashboards, compliance tracking — and train your team on how to use it.
Ongoing Support
Monthly retainer clients get six dedicated hours per month — updates, improvements, and support as your agency grows.
Pricing
Simple, Transparent Pricing
One-time projects billed hourly at a fixed scope. Ongoing support available as a monthly retainer.
Hourly & Project Work
AEP pipeline setup, CRM configuration, compliance tracker, referral module, or a full operational assessment. Scoped and priced before we begin.
- AEP pipeline build-out
- CRM configuration
- Compliance tracking setup
- Referral network module
- Reporting & dashboard creation
Scoped & priced before we begin
Monthly Retainer
Six dedicated hours of ongoing operational support each month — system updates, new automations, reporting improvements, and anything your agency needs. Additional hours at $150/hr.
- 6 hours of dedicated support/month
- Additional hours at $150/hr
- Ongoing system improvements
- AEP prep each enrollment season
- Priority support
6-month minimum • Build-outs scoped separately
Ready to Get Your Agency Organized?
Schedule a complimentary 30-minute discovery call. We'll look at your current setup and show you exactly what a better system could look like before AEP hits.