For Matt Jensen
Medicare and health insurance run on enrollment windows and complex compliance. The work cycles are predictable, but the volume during open enrollment is brutal. Automating the lead intake, renewal review, and compliance reminders smooths out the spikes without anyone working evenings.
A few automations you could put in place this quarter. Each one streamlines a workflow that probably runs through someone on your team today.
Open enrollment compresses a year of leads into a few months. A web intake form that captures plan needs, current coverage, and birthdate routes leads to the right plan type before Matt even gets on the call.
Building a side-by-side plan comparison for each prospect takes time. Automating the comparison generation, pulled from the carrier portals into a clean PDF, gets the right document into the prospect's hands the same day they ask.
Medicare renewals and life policy reviews are the difference between keeping a client and losing them. Automated reminders to both Matt and the client a month out catch the conversation before the deadline.
Medicare especially has compliance requirements: scope of appointment, plan disclosures, summary of benefits. Automating the delivery and tracking of those documents keeps the agency clean without anyone having to remember each one.
Automations only stick if someone owns them. Here's how we'd run it together.
Salty Air builds these systems for owner-operators in Salt Lake. We start with a 30-minute call. No pitch deck. We pick the highest-leverage automation and prove it out.
