Drag. Drop. Automate. — Apply pre-built workflows to any client in one move. No automation building required.
Schedules review reminders, follow-up texts, emails, and agent tasks annually.
MedicareTwo-touch reminder series starting September 1st through October 10th. Fires every year automatically.
MedicareWarm holiday message with AEP closing reminder — 11 days left to make a plan change.
MedicareNew year card arrival reminder plus OEP notice — plan changes available through March 31st.
MedicareAlerts client to qualifying life events that allow a Medicare plan change outside open enrollment.
MedicareEducates prospects approaching Medicare eligibility, sends checklist, and schedules appointment.
MedicareSends a warm follow-up SMS 30 days after this playbook is applied. Perfect for new enrollments.
RetentionSends a warm birthday message every year on the client's birthday. Fires automatically.
RetentionRenewal review reminders, document requests, and quote follow-up sequence.
P&CEducation sequence, appointment reminders, and application follow-up for life clients.
LifeSends replay link, re-engagement sequence, and SOA reminder for seminar attendees.
SeminarHubNurture sequence for agent prospects interested in joining the agency.
Agency