Lead and client-review workflows
Organize Medicare inquiries, referrals, existing-client reviews, and next steps around your firm's process.
Medi-Pilot for Financial Advisors
Configured Outreach Workflows for Financial Advisors
Organize Medicare lead follow-up, client-review outreach, appointment requests, and cross-sell conversations in one configured workflow. Your team approves the audiences, messages, schedules, and compliance process.
$297/month · No setup fee · Month-to-month
Built around your approved process
Keep follow-up and client-review conversations organized.
Financial-advisor practices balance client meetings, reviews, documentation, and new inquiries. Medi-Pilot helps you organize configured Medicare follow-up and client-review workflows around the audiences, contact permissions, messaging, and schedules your team approves.
It gives your team a shared process for pending outreach, client responses, appointment requests, and next actions—without shifting investment advice, suitability decisions, or licensed sales conversations away from your firm.
Configured multi-channel follow-up
Coordinate approved call, text, and email follow-up tasks with the audiences, messages, permissions, and schedules your team sets.
Appointment-request visibility
Track appointment requests, replies, reminders, and handoffs so your team can manage the next conversation.
Cross-sell conversation organization
Create a clear, reviewable process for approved conversations about services your practice is licensed and approved to discuss.
Commission potential in an existing book
Client-review workflows can help teams organize approved conversations about complementary services. The following commission-potential examples are supplied by Apps2Grow as planning context—not a promise, guarantee, or representation of typical results.
Long-term care conversations
For practices that are licensed and approved to discuss long-term care coverage, Apps2Grow's planning context identifies first-year commission potential of approximately $2,000–$5,000 plus trail where applicable. Medi-Pilot can help organize the approved audience, educational outreach, replies, and appointment requests around your firm's process.
Annuity-related conversations
For practices that are licensed and approved to discuss equity-indexed annuities, Apps2Grow's planning context identifies a commission-potential example of approximately 5%–8% of premium. Medi-Pilot does not provide investment advice, product recommendations, or suitability determinations; it can help organize configured follow-up and appointment requests.
Commission potential, product availability, client eligibility, suitability, carrier terms, state rules, firm approval, and actual results vary. Review all communications, products, and workflows through your firm's required supervisory process.
Compliance and controls stay with your firm.
Financial advisors operate under firm, carrier, licensing, consent, recordkeeping, state-insurance, and—where applicable—FINRA and CMS requirements. Medi-Pilot can support a configured outreach process; it does not certify compliance or replace your supervisory obligations.
Your team remains responsible for approved messaging, client eligibility, consent, recordkeeping, investment advice, product recommendations, suitability determinations, and all required review.
Review client segments, contact permissions, and approved audiences before outreach begins.
Approve messaging, scripts, schedules, calling windows, escalation rules, and human handoffs.
Use configured consent, suppression, and recordkeeping workflows alongside your firm's supervisory process.
Keep investment advice, suitability decisions, product recommendations, and licensed sales conversations with your team.
AEP workflow planning
Prepare your review process before Medicare Open Enrollment.
Medicare Open Enrollment runs October 15 through December 7. Use the months before enrollment season to agree on lead routing, approved messages, client-review segments, appointment-request steps, and opt-out handling.
Before AEP
Review approved segments, messages, and the routing process for client-review conversations.
During AEP
Keep inquiry follow-up, responses, and appointment requests visible in one team-owned workflow.
After AEP
Organize follow-up tasks and client-review conversations that require a human next step.
Financial-advisor FAQs
What is Medi-Pilot for financial advisors?
Medi-Pilot is a Medicare-focused CRM and configured follow-up workflow that helps financial advisors organize lead intake, client reviews, calls, texts, emails, appointment requests, and next steps.
What workflows can Medi-Pilot help organize?
Teams can configure workflows for Medicare inquiries, referrals, turning-65 conversations, existing-client reviews, cross-sell conversations, appointment requests, and follow-up tasks.
Can my firm approve the audience, messages, and schedule?
Yes. Your team reviews the eligible audience, approved messaging, contact permissions, schedules, calling windows, escalation rules, and handoffs before workflow activity begins.
Does Medi-Pilot provide investment advice or suitability determinations?
No. Medi-Pilot supports configured workflow activity. Investment advice, product recommendations, suitability determinations, and licensed sales conversations remain with the advisor and firm.
How does Medi-Pilot support Medicare lead follow-up?
Medi-Pilot helps teams organize configured follow-up steps for new Medicare inquiries, referrals, and client review requests alongside the team's approved process.
What commission potential can cross-sell conversations represent?
Commission potential varies by product, carrier, client eligibility, state rules, firm approval, suitability, and individual results. The planning examples on this page are not a promise or representation of typical financial results.
What compliance responsibilities remain with my firm?
Medi-Pilot can support configured consent, suppression, calling-window, and recordkeeping workflows. Your firm remains responsible for supervisory review and all applicable FINRA, carrier, CMS, state, licensing, consent, and recordkeeping requirements.
When is Medicare Open Enrollment?
Medicare Open Enrollment runs from October 15 through December 7 each year. Teams can discuss their workflow configuration and review process ahead of the enrollment period.
How much does Medi-Pilot cost?
Medi-Pilot is $297 per month with no setup fee and is offered month-to-month.
See Medi-Pilot in your practice workflow.
Review configured follow-up, client-review workflows, team controls, and next steps with Apps2Grow.
Related resources: Medi-Pilot, Medicare workflows for advisors, and Medicare follow-up workflows.