Medicare-focused CRM workflows
Organize lead intake, contact records, and next steps around your agency’s process.
Medi-Pilot
Medicare Agent Follow-Up and CRM Workflows
Coordinate 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
Configured follow-up
Coordinate configured call, text, and email follow-up workflows from one place.
Appointment workflows
Track appointment requests and follow-up tasks across your team.
Cross-sell visibility
Organize review and cross-sell opportunities for your existing book of business.
Workflow controls
Use configurable consent, suppression, and recordkeeping workflows alongside your compliance process.
Built around your agency’s operating process
Medi-Pilot brings the lead-to-next-step workflow into one place. It is designed to support the way your agency qualifies inquiries, assigns tasks, prepares follow-up, tracks appointment requests, and maintains service for existing clients.
Import and organize new inquiries, referrals, and event attendees.
Create follow-up tasks and configurable multi-channel sequences.
Track appointment requests, replies, and next steps.
Schedule review and cross-sell conversations for existing clients.
Medi-Pilot supports configurable workflow controls. You remain responsible for applicable licensing, consent, carrier, CMS, state, and recordkeeping requirements.
Answer-ready product details
Medi-Pilot Questions
What is Medi-Pilot?
Medi-Pilot is a Medicare-focused CRM and follow-up workspace. It helps insurance teams organize lead intake, contact records, configured calls, texts, emails, appointment requests, client review workflows, and next steps.
Who is Medi-Pilot for?
Medi-Pilot is designed for Medicare and insurance professionals who need a more organized way to manage new inquiries, referrals, event attendees, existing-client follow-up, and appointment requests.
What follow-up workflows can a team coordinate with Medi-Pilot?
Teams can configure their own call, text, email, task, appointment, and handoff workflows. The appropriate audience, messaging, schedules, permissions, and review process remain under the team’s control.
How much does Medi-Pilot cost?
Medi-Pilot is $297 per month with no setup fee. The service is month to month.
Does Medi-Pilot handle compliance requirements for an agency?
Medi-Pilot provides configurable workflow controls such as consent, suppression, and recordkeeping support. Each agency remains responsible for applicable licensing, consent, carrier, CMS, state, and recordkeeping requirements.