Every new lead gets a text in the same minute, a real conversation, and a review booked on your calendar. Then your book hears from you all year: holidays, birthdays, AEP reminders and Turning 65. All in your name, on an app in your pocket, built for you in a week.
The assistant works every lead the way you would if you had the time. It texts as you, in words your compliance team can read first.
Renewals are where a Medicare agent's money lives. Every client and every Turning 65 prospect gets the right note at the right time, in your brand, signed by you.
New Year, Memorial Day, July 4, Veterans Day, Thanksgiving and the holidays. Pure greetings. You pick which ones.
An email and a short text on the day. The touch every agent means to send.
Card arrived? Used it yet? Any trouble? A problem reply comes straight to you.
Your clients hear from their own agent first. A YES books the review through the assistant.
Six touches from six months before the birthday to the end of the window. Replies get booked.
Your mark, your colors, your name and license line in the footer. Type your agency name below and this email changes with it.
Every word goes to you, and to your FMO where it mentions plans, before anything sends.
You get a phone app, on iPhone and Android, with everything the assistant is doing and everything that needs you.
Type your agency name. The texts, the emails and this screen all change to yours.
Your real one gets your logo, or a mark we draw for you. Numbers on the right are a sample.
The leads nobody worked, the replies nobody answered, which lead source pays you, who turns 65 this month.
After a call, AI files coverage, doctors, drugs, objections and the next step. Medicare numbers and SSNs are never stored.
We set it up from one form, handle texting registration and your number, and put a short course in your sidebar.
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.
People coming up on Medicare for the first time. Runs year-round.
Plan reviews for next year, Oct 1 to Dec 7. Paused during the Jan to Mar OEP.
Plans for people with both Medicare and Medicaid. Runs year-round.
Plans built around managing a chronic condition. Runs year-round.
What we never promise: a number of leads, bookings, 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.
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.