Medicare has its own rhythm: AEP surge, OEP follow up, T65 pipeline, SOA retention, CMS compliance. Agent Lead Engine fits the calendar and the rules.
Four enrollment windows, four automation modes. The CRM switches messaging and urgency based on the time of year.
High volume intake, SOA capture, plan comparison tracking, enrollment confirmation workflows. SMS caps at compliant frequency.
Plan change requests, dissatisfaction follow up for clients who want out of their AEP pick.
Year round drip for people aging into Medicare, starting at age 64 and 6 months with IEP reminders.
Special Enrollment Period triggers for moves, employer coverage loss, LIS eligibility.
Generic insurance CRMs miss the pieces that actually matter for Medicare producers.
Scope of Appointment forms stored per client with expiration dates, plan types scoped, auto reminder if a new product comes into scope mid conversation.
T65 contacts enter 18 months before Medicare eligibility and receive educational touches leading into IEP. No hard sells, just stay top of mind.
Contacts tagged by carrier, plan type (MA, MAPD, PDP, Supp), effective date, renewal season for targeted retention.
Marketing messaging reviewed against CMS marketing rules. No steering language, no unsolicited contact, opt in only.
54 days. Make them count without missing leads or burning out.
Every AEP lead gets a speed to lead text inside 60 seconds, calendar link attached, plan comparison offer.
AEP phones ring constantly. Missed calls get auto SMS with your booking link within 30 seconds of hangup.
15 and 30 minute slots pre loaded. Auto reminders 24 hours and 1 hour out. Zoom links for virtual enrollments.
Auto send SOA form before every scheduled appointment, stored in contact record before the meeting starts.
Confirmation text, plan details email, welcome call reminder. Reduces buyer remorse and OEP churn.
SMS frequency caps keep you below CMS marketing limits and carrier spam thresholds.
First year retention is everything in Medicare. Automations keep you visible without being annoying.
| Month | Touch | Channel |
|---|---|---|
| Jan | New year check in, plan usage reminders | SMS + Email |
| Mar | OEP ending reminder, tell friends referral ask | |
| Birthday | Birthday SMS with agent signature | SMS |
| Jun | Summer wellness check, annual wellness visit reminder | |
| Sep | AEP prep, plan review invite, calendar link | SMS + Email |
| Oct | Plan review scheduled, prepare for AEP | Call + SMS |
| Dec | Confirmation of current plan, end of year thank you |
Book a demo. We will walk through the exact Medicare automations, SOA handling, and T65 pipeline setup.