Medicare Supplement Agents

Medicare is the most rule-bound corner of insurance marketing. One CMS violation can suspend your appointment and end your business. Most “generic” CRM snapshots ignore these rules. Ours doesn’t.

CMS-aware by design

The snapshot ships with hard rules baked in:

• No cold SMS to a Medicare-eligible contact. Every Medicare-flagged contact must complete a Scope of Appointment (SOA) form before any SMS workflow can fire.
• Permission-marketing only for prospects — educational content, not sales pitches, until SOA is on file
• AEP / OEP windows respected — Oct 15 – Dec 7 (AEP) and Jan 1 – Mar 31 (OEP) campaigns include the mandatory carrier-allowance disclosure
• No carrier-name solicitation without a producer-of-record relationship
• Disclaimer footer on every email and SMS (configurable per state DOI)

T65 funnel

The “turning 65” window is the single highest-value enrollment moment in Medicare. The snapshot tracks every prospect’s birthday and fires:

• T-7 months — “Medicare 101” educational email (no sales)
• T-5 months — “How to choose Original vs Advantage” guide (still no sales)
• T-3 months — Scope-of-Appointment form invitation
• T-1 month (SOA on file) — agent walks through plan options
• T+1 month — enrollment confirmation + welcome
• Annually thereafter — AEP plan-review cadence

AEP campaign (Oct 15 – Dec 7)

Three audiences, three sequences:

1. Existing policyholders — annual review booking, plan-change conversation, satisfaction check
2. Prior-year leads — re-engagement with permission gate
3. New prospects — educational-led with SOA gate before any solicitation

Each sequence ships with the mandatory CMS-disclaimer language pre-installed.

What’s inside

• AI triage funnel (Medicare-flagged, never solicits)
• T65 birthday-trigger funnel (educational → SOA → enrollment)
• AEP campaign (Oct 15 – Dec 7) — 3 audiences
• OEP cadence (Jan 1 – Mar 31)
• SOA form with timestamp + IP capture for audit trail
• Scope-of-appointment audit log exportable as CSV
• Annual plan-review auto-booking
• Premium payment recovery for monthly-pay Medigap
• TCPA-safe SMS + A2P 10DLC filed free
• CMS disclaimer footer on every workflow

Pricing & install

One-time $997 (was $1,697). 24-hour install. 10 dedicated hours. SOA workflow configured to your state.

Schedule a free demo → or grab the snapshot →.