Build my free preview
For independent Medicare agents

Your Medicare CRM, in your name.
And the ads that fill it.

We build your system for you in a week. Every new lead gets a text in the same minute, sorted into T65, AEP, C-SNP or D-SNP. Want us to run your Facebook ads too? We run them on your own ad account, and you pay Meta directly.

Type your agency name.

This is the screen you'd open every morning. Your mark, your colors, your Medicare calendar, and the money sitting in your leads.

Your real one gets your logo, or a mark we draw for you. Numbers on the right are a sample.

S
Sample Benefits GroupMedicare
184
D-SNP and C-SNP leads never worked
47
Replied and never got an answer
9
Turning 65 this month, by name
22 of 25
Sales came from one lead source
0
Facebook leads since August. Feed went quiet
3 min
Your median reply, when you reply
T65 · 41AEP · 118D-SNP · 139C-SNP · 62
Sample numbers. Yours show your own leads.
01

Your name on every screen

Your mark, your colors, your menu. When a client or a new agent looks over your shoulder, it reads like your company built it.

02

The leads you already paid for

Five dashboards show the leads nobody worked, the replies nobody answered, the source that pays you and the one that went quiet.

03

Texted in the same minute

A 9 PM lead gets a text at 9 PM. The system reads the form and the ad it came from, sorts it into T65, AEP, C-SNP or D-SNP, and sends that lane's own first text.

04

It knows the Medicare calendar

A countdown to the next date that matters, and a Turning 65 board listing who turns 65 and whose window closes this month.

05

Call notes write themselves

After a call, AI files coverage, doctors, drugs, pharmacy, objections and the next step on the record. Medicare numbers and SSNs are never stored.

06

Built for you

We set it up from one form, handle texting registration and your number, and put a short course in your sidebar. You don't configure anything.

Optional · We run your ads

Four Medicare lanes. One system that works every lead.

We build and run your Facebook lead ads on your own Page and your own ad account. You pay Meta directly for the ads. Each lead lands in your CRM already sorted by lane and gets its first text in the same minute.

T65

People coming up on Medicare for the first time. Runs year-round.

AEP

Plan reviews for next year, Oct 1 to Dec 7. Paused during the Jan to Mar OEP.

D-SNP

Plans for people with both Medicare and Medicaid. Runs year-round.

C-SNP

Plans built around managing a chronic condition. Runs year-round.

You add us as a partner on your Page and ad account. Your card pays Meta.
We write the ads. Your FMO or compliance team approves every one before it runs.
Leads land in your CRM tagged by lane, texted in the same minute, booked on your calendar.
Every week: what you spent, leads by lane, booked reviews, cost per booked review.

One price. Month to month.

Core

$297/mo
  • Your branded CRM
  • 5 dashboards + Turning 65 board
  • Text-back, missed-call text, pipelines
  • One inbox on your phone

Engine

$497/mo
  • Everything in Core
  • Same-minute texts, sorted by lane
  • Texts that learn which opener books
  • AI call notes + your own course

Engine + Ads

$797/mo
  • Everything in Engine
  • We run T65, AEP, C-SNP and D-SNP ads
  • Ad spend paid by you, to Meta
  • Weekly cost per booked review
No contractBuilt for you in a weekYou own your dataSetup waived if you're live before Jan 1

What we never promise: a number of leads, enrollments or sales, or that any ad or text meets your carrier's rules. Your FMO and carriers set those, and every word goes to them first.

See yours first.

Tell us your agency name and where your leads come from. Within one business day we put your name and colors on a working system and text you to set a 15-minute call. You see yours before you hear a pitch.

Built on our founder's own Medicare book. Easton Automations LLC, Easton, Maryland. Call or text (443) 205-6809.

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