Short walkthroughs, straight from the product — dialer, dashboard, leads, pipeline, compliance, and everything in between, each in under a minute.
No 40-minute demo video. Just the parts of the CRM you'll actually live in, shown in real use.
Active clients, active policies, upcoming renewals, and everyone turning 65 in the next 90 days — the moment you log in.
Add a lead in seconds, with source tracking and notes built in — so nothing you work for AEP falls through the cracks.
A six-stage visual pipeline. Drag, drop, and watch a prospect move all the way to enrollment.
Full policy history, contact log, and one-click call, text, or email — all on a single client profile.
Monitor OEP, SEP, and AEP — plus every SOA, submission, and approval.
Scope of Appointment — captured, signed, and filed in one flow.
RingCentral-powered recordings — auto-archived and CMS-compliant.
Contracts, writing numbers, and certifications — all in one place.
ZIP-based search across MAPD, DSNP, PDP and Medigap.
TCPA-safe scrubbing plus ringless voicemail drops.
FEMA-declared events and Special Election eligibility, mapped to your book.
Attribute every lead to a campaign, channel, and cost — automatically.
Trigger-based workflows that email, text, task, and nurture — hands-free.
Print, social, email, SMS — every asset, every audience.
AI surfaces the next-best product for every client — with the reason why.
Card, email, text — a warm 3-touch sequence that runs itself.
Map partners, plan events, and attribute every lead back to its source.
Mass email with per-recipient personalization and live analytics.
Multi-channel sequences — email, SMS, calls, mail — running in the background.
A/B-tested, CMS-compliant email library — sorted by category and performance.
4-line parallel dialing, auto voicemail drop, and live script prompts.
SMS, email, calls, voicemail — unified per client, with full history.
Merge tags pull live client data into letters, postcards, and PDFs.