AI lead follow-up for Medicare agents
Medi-Pilot gives Medicare agencies a structured workspace for lead intake, configured calls, texts, emails, appointment requests, and client review workflows.
$297/month · No setup fee · Month-to-month
Medi-Pilot supports configurable workflow controls. Your agency remains responsible for applicable carrier, CMS, state, licensing, consent, and recordkeeping requirements.
New inquiries
Route new contacts into a clear next step.
AEP planning
Prepare your intake and follow-up process before October 15.
Client reviews
Organize review and appropriate cross-sell conversations.
Team handoffs
Keep owner, task, and outcome context visible.
A practical workflow for each stage of follow-up
Make it easier to see what came in, what follow-up is planned, what happened next, and which task belongs to whom.
Lead intake
Organize inquiry details, referrals, and contact records around the process your agency has approved.
Configured call workflows
Plan the call tasks and handoffs your team uses when a new inquiry needs follow-up.
SMS and email follow-up
Coordinate configured text and email follow-up steps from the same workspace.
Appointment requests
Track requests, scheduling details, reminders, replies, and the next action for each contact.
Client review workflows
Organize appropriate review and cross-sell conversations for your existing book of business.
Workflow visibility
Give team members a shared view of pending tasks, completed follow-up, and open next steps.
Before AEP
Confirm the inquiry, routing, approved-message, and appointment-request process your team will use.
During AEP
Keep follow-up tasks and status records visible as new activity arrives.
Year-round
Use the same workflow for referrals, existing-client reviews, and planned conversations.
Compliance-aware workflow controls
Medi-Pilot can support configurable consent, suppression, and recordkeeping workflows. It does not replace your agency’s legal, carrier, licensing, CMS, state, or consent obligations.
Frequently asked questions
What is AI lead follow-up for Medicare agents?
AI-supported follow-up can help a Medicare agency organize configured contact steps, inquiry records, appointment requests, and next actions. The agency controls its audience, approved messaging, and workflow design.
Can the workflow support AEP follow-up?
Yes. Teams can configure workflows for new inquiries, seminar attendees, referrals, and existing clients before and during Annual Enrollment Period. AEP opens October 15 each year.
How does Medi-Pilot handle opt-outs and recordkeeping?
Medi-Pilot supports configurable consent, suppression, and recordkeeping workflows. Agencies remain responsible for their applicable carrier, CMS, state, licensing, consent, and recordkeeping requirements.
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 when used.
Explore a Medicare follow-up workflow that fits your agency
Discuss your current lead-handling process, planned follow-up, and enrollment-season priorities with the Apps2Grow team.