Enroll more Medicare clients with AI texting.
T65s, AEP, OEP — AI texts every lead, confirms eligibility and plan interest, and books the appointment with your agent. Compliant, every time.
01
Leads
T65 lists, AEP leads, past clients.
02
AI texts & qualifies
Eligibility, current plan, what matters. Every reply.
03
Appointments
Booked on your agents' calendars, SOA handled.
04
Enrollments
Appointment → application → enrolled, on one board.
Six tools to enroll more clients with AI texting.
Generate more leads.
Upload a T65 or Medicare-age list. AI texts every one, with opt-in, and tells you who wants to review their options.
Convert AEP leads to appointments.
A lead comes in from TV, mail or online. AI texts them in seconds, confirms eligibility, books the appointment.
Follow up every plan review.
Export everyone who had a review and didn't enroll. AI texts the list before the deadline, answers the plan questions, books the enrollment call.
Turn last year's leads into this year's enrollments.
Every lead that didn't enroll last AEP, every past client due for a review. AI texts them and books who's ready.
Book appointments with your agents.
AI offers open slots from your agents' calendars and books the one they pick. Scope of appointment sent with the invite. No-show, it rebooks.
AEP is coming. Tell your book.
One text to every client before AEP, after a plan change, at renewal. Replies land in your inbox.
Tell it what you sell. It builds the rest.
Answer a few questions about your offer. The AI writes the messages and the follow-ups in your voice, sets up the agent with your 3 qualifying questions, and connects your calendar. Edit anything.
From reply to enrolled.
Every lead lands on one board. The AI fills the first three stages. Your agents work the rest.
Click text. The whole thread is there.
Eligibility, current plan, what matters to them. You pick up where the AI left off.
Click call. From the number they know.
Recorded, transcribed, logged on the lead. Wrap-up moves the stage.
Pick the stages. Call them all.
Select a group of stages and the dialer works through every lead in them, one after the other. Less dialing, more conversations.
Eligibility, plan, appointment. One card.
Name and county, the 3 answers the AI collected, the appointment. Call, text or email from here.
Every call, summarized by AI.
Texts and calls on one timeline. Outcome and next step on the lead, pulled from the recording.
A calendar that fills itself.
Every booking lands on the right calendar. Here's how it gets there, and what comes back.
Booked without leaving the conversation.
The AI offers times from your calendar and locks the one they pick. Invite and link go out automatically.
Reminders that get them to show.
Confirmation on booking, SMS and email before the meeting. They confirm by text.
Synced to your calendar.
Google or Outlook. Busy slots never get offered. Round robin across the team.
Recorded. Summarized by AI.
Who showed, the outcome and the next step. Pulled from the recording, saved on the lead.
When prospects go quiet.
A missed call or a no-show doesn't lose the sale. The AI puts a new time on the calendar.
“Can’t make it” → AI frees the slot, offers new times, rebooks.
Nobody joined → AI texts them, offers new times, rebooks.
Every reply, one inbox. Take back any conversation.
Texts, emails and missed calls from every list and every source land in one place. The AI handles them. When you want in, hit Take back.
Know which message gets the quote call.
Every hook is measured on the same list. Reply rate, interested, booked. Keep the winner, drop the rest — per carrier, per state.
Hook
Pitch
Hook A + Pitch A booked 2.6× more. Switch the campaign to A/A.
$15.66
per interested
$42.80
per qualified
$58.36
per booked
Know what every enrollment cost.
Spend by SMS, AI and data, per campaign. Cost per eligible, per appointment, per enrollment.
More leads. More enrollments.
Upload your T65 list this week. The AI is booking appointments inside the trial.