A clear follow-up workflow for Medicare insurance agencies
Medi-Pilot helps your team organize lead intake, configured calls, texts, emails, appointment requests, and client review workflows in one Medicare-focused workspace.
$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.
AEP preparation
Prepare intake and follow-up steps before enrollment activity increases.
Existing clients
Organize review and appropriate cross-sell conversations across your book.
New inquiries
Route new contacts into a clear, team-owned next step.
Shared records
Keep activity and requested follow-up visible in one place.
Built around your agency’s operating process
A practical workflow can help teams keep inbound inquiries, planned follow-up, appointment requests, and client reviews from falling between systems.
Lead intake
Keep inquiry details, referral context, and contact records organized around your agency’s process.
Configured follow-up
Coordinate configured call, text, and email follow-up tasks from one workspace.
Appointment requests
Track appointment requests, replies, reminders, and next steps across your team.
Client review workflows
Create a clear process for client reviews and appropriate cross-sell conversations.
Workflow controls
Use configurable consent, suppression, and recordkeeping workflows alongside your compliance process.
Operating visibility
Give the team a shared view of pending tasks, completed follow-up, and open next actions.
Prepare follow-up before AEP opens October 15.
Use the months before enrollment season to agree on lead-routing rules, approved messaging, appointment-request steps, and opt-out handling. Medi-Pilot gives your team a shared place to manage those configured processes.
See the Medicare follow-up workflow overviewFrequently asked questions
What is Medi-Pilot for Medicare insurance agents?
Medi-Pilot is an AI-supported follow-up and CRM workflow for Medicare and insurance agencies. It organizes lead intake, configured contact steps, appointment requests, client reviews, and next actions in one workspace.
Can Medi-Pilot support AEP follow-up?
Yes. Teams can configure follow-up workflows for new inquiries, seminar attendees, referrals, and existing clients before and during Annual Enrollment Period. Your team controls the audience, timing, and approved messaging.
How does Medi-Pilot handle consent and opt-outs?
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.
See whether Medi-Pilot fits your workflow
Walk through your current lead-handling process, follow-up needs, and enrollment-season priorities with the Apps2Grow team.
Book a Medi-Pilot Demo