We believe in the power of creative solutions and proven marketing strategies to help grow your Medicare business.

Stay top of mind.

Create raving fans.

Keep your phone buzzing.

Are you looking to expand your client base and simplify the process?

Would you like qualified leads to flow into your Medicare sales funnel?

Are you interested in attracting more patients aged 65+ with tailored campaigns from Medicare Advantage specialists?

Do you want to send OTC reminders to your clients?

Are you looking to streamline the Open Enrollment process?

Would you like to grow your Medicare income by working smarter, not harder?

You're in the right place....

Get Started

Everything in one place.

Not Your Average CRM

Text, email, pipelines, tasking, notes, calendaring, invoices; make it all work for you.

Workflows That Work

We've tested the messaging and know what works, so we'll give you a few ideas to get started.

Relationship Stardom

Be a person that truly cares for people, not just the transaction. Do that, and the money will follow.

Everything in one place.

Not Your Average CRM

Text, email, pipelines, tasking, notes, calendaring, invoices; make it all work for you.

Workflows That Work

We've tested the Medicare messaging and know what works, so we'll give you ideas to get started.

Relationship Stardom

Be a person that truly cares for people & their Medicare needs, not just the transaction.

Stand out!

One of the biggest challenges in marketing is consistently generating high-quality leads. With growing competition and complex digital platforms, standing out requires understanding customer needs, having a strong value proposition, and adapting to trends. For industries like Medicare, the struggle lies in educating potential clients, building trust, navigating regulations and making sure no one falls through the cracks!

Organized Data
Assigned Business Phone Number
Missed Call Text Back
Two-Way Text + Email Capabilities
Social Media Integration
Birthday + Anniversary Workflows
Closing Campaigns
Internal Notifications
Tasking + Notes
Web Chat Widget
Calendar Integration
Pipelines

I believe relationships matter...

Get Started

No contract, just give us a 30-day notice

Intentionally build trust. Intentionally build value.

If the conversations being generated from a relationship-oriented approach to your database aren't enough to prove that people know you, love you, and trust you, then let the data speak.

So many ways to showoff your data:

Transaction Dashboard
Reputation / Reviews Dashboard
Call Reporting Dashboard
Social Ads Dashboard

Our Pricing

Stay Connected

$299*

Monthly

Let's get you started on the path to Medicare Building Stardom.

2-way text and email conversations
GMB Messaging
Web Chat
Reputation Management
Facebook Messenger
Missed call text back
Pipelines
Built in workflows
$25 credits for sms (2200 texts), phone calls (1800 minutes) and email (5,000 emails)/monthly

* $500 one-time setup fee

custom pricing

$$

Monthly

In addition to your rockstar Stay Connected plan...

I need a strategic advisor to do this for me.
I need database cleanup.
I need an implementation plan.
I need help with gifting.
I need custom campaigns.
I need handwritten cards.
I need event support.
Custom # of credits for sms,
phone calls and email /monthly