New AEP inquiries
Route inbound inquiries into configured call, text, email, and appointment-request steps.
Medi-Pilot for Medicare & Insurance Agents
AI Follow-Up Automation for Medicare & Insurance Agents
Medi-Pilot organizes configured calls, texts, emails, and follow-up workflows so your team can stay responsive during AEP and throughout the year. $297/month. No annual contract.
AEP opens October 15. Set up your intake and follow-up workflow before enrollment season begins.
AEP follow-up, organized
Keep every lead in a clear next-step workflow.
Enrollment season can create more lead activity than an agent can comfortably manage alone. Medi-Pilot centralizes inquiry details, configured follow-up tasks, response records, and appointment requests so important contacts do not disappear into a spreadsheet.
Configured call workflows
SMS and email follow-up
Appointment-request tracking
Cross-sell scheduling
Consent and opt-out workflow support
Outcome history in one workspace
Workflows for the Medicare audiences you already serve
Existing clients
Schedule appropriate review and cross-sell conversations across your existing book of business.
Seminar attendees
Organize post-event follow-up and next steps while the event is still top of mind.
Medi-Pilot vs. manual follow-up
| Workflow | Medi-Pilot | Manual process |
|---|---|---|
| Follow-up steps | Configured and visible | Managed manually |
| Lead history | Centralized | Often spread across tools |
| Appointment requests | Tracked in workflow | Tracked manually |
| Cross-sell reminders | Configurable schedules | Depends on calendar discipline |
| Contract | Month-to-month | Varies by process |
Medi-Pilot supports operational workflows; agents remain responsible for compliant outreach, product discussions, disclosures, carrier requirements, and licensing obligations.
Medi-Pilot FAQs
What is Medi-Pilot?
Medi-Pilot is an AI-supported follow-up and CRM workflow for Medicare and insurance agents. It helps teams organize lead intake, follow-up steps, appointment requests, and cross-sell outreach.
How much does Medi-Pilot cost?
Medi-Pilot is $297 per month with no setup fee and no annual contract. Telephony usage is passed through at cost.
Can Medi-Pilot support AEP follow-up?
Yes. Teams can configure follow-up workflows for new inquiries, seminar attendees, referrals, and existing clients during Annual Enrollment Period.
Can I use Medi-Pilot for my existing book of business?
Yes. You can organize configured outreach for existing clients and cross-sell conversations, including dental, vision, life, LTC, annuity, and IUL discussions where appropriate.
How are opt-outs handled?
Medi-Pilot supports configurable suppression and opt-out workflows. Agents remain responsible for their applicable carrier, CMS, state, consent, and recordkeeping obligations.
Is there an annual contract?
No. Medi-Pilot is month-to-month, so agencies can evaluate the workflow as their enrollment-season needs change.
Set up your AEP follow-up workflow.
See how Medi-Pilot can fit your existing lead intake, appointment process, and compliance workflow.
Related resources: AI workflows for financial advisors and the outreach ROI calculator.