Medigap selling needs SOA compliance, birthday rule tracking, and multi carrier comparisons. ALE automates the work around so agents can focus on enrollments.
Birthday rule windows, guaranteed issue periods, and SOA tracking all have deadlines. Manual tracking creates compliance risk.
Many states have birthday rule windows. Miss the window, miss the sale.
Scope of appointment must be captured and retained.
Clients need to see multiple carrier Medigap plans side by side.
Every client birthday rule window tracked with reminders.
SOA forms sent via DocuSign or paper, retained automatically.
October AEP kickoff campaign fires to every Medicare eligible contact.
Multi carrier Medigap quotes tracked per client.
Post enrollment welcome, ID card tracking, first claim education.
Annual rate review reminders 60 days before birthday rule window.
One person Medicare shops.
100 percent senior market.
P and C agents adding Medigap.
Lost corporate systems, need fast set up.
Birthday rule tracking, SOA capture, AEP campaigns, enrollment follow up.
Adds AI receptionist, carrier comparison automation, retention drips.
Book a 20 minute demo. We will show you the Medigap pipeline and birthday rule tracking.