The AEP-ready AI platform for Medicare agents
Book AEP appointments months in advance, retain your book year-round, and stay CMS-compliant while every other agent is scrambling from Oct 15 to Dec 7.
Where growth quietly leaks
AEP is chaos
Every October you're drowning in calls, walk-ins, and forgotten appointments — and losing beneficiaries to online enrollment.
T65 leads are expensive and cold
You buy T65 lists, the leads don't answer, and there's no long-term nurture to be there when they're finally ready.
Retention is invisible
You don't know which clients are shopping until the disenrollment notice hits.
Compliance risk is constant
One wrong SOA or non-compliant text and a plan pulls your appointment.
What GSS turns on for you
AEP appointment engine
Pre-AEP nurture starts in July, so your Oct-Dec calendar is booked before your competitors start dialing.
T65 long-runway nurture
12-month educational campaign that lands the appointment when the prospect actually turns 65 — not before, not after.
Year-round retention
Birthday cards, plan-change alerts, and annual notification of change (ANOC) walkthroughs keep your book loyal.
CMS-aware guardrails
SOA collection, permission-to-contact tracking, and compliant script templates baked in.
Your CRM workflow, on autopilot
Capture T65 or AEP lead
Web, direct mail QR, seminar, or referral — all routed with SOA capture.
Educate + qualify
Compliant email/SMS drip explains MA vs Supplement vs PDP; qualifies zip code and current plan.
Book AEP or T65 appointment
Self-scheduling with SOA collected before the meeting.
Enroll + retain
Post-enrollment welcome, coverage-use checklist, and annual review cadence.
Referral + community
Client-family referral asks and community seminar invites keep the pipeline warm year-round.
ROI Calculator
Assumes 40 additional enrollments/year from pre-AEP nurture and year-round T65 follow-up.
What clients say
Client testimonials for the Medicare vertical will appear here once we publish verified quotes. Placeholder to keep the layout honest — no fabricated reviews.
Client testimonials for the Medicare vertical will appear here once we publish verified quotes. Placeholder to keep the layout honest — no fabricated reviews.
Client testimonials for the Medicare vertical will appear here once we publish verified quotes. Placeholder to keep the layout honest — no fabricated reviews.
Frequently asked questions
Medicare AEP Domination Playbook
The 90-day pre-AEP calendar-filling system for Medicare agents.
Turn on the AI Growth OS for your medicare business
Start a free trial or book a personal demo. Invite-only preview — we'll get back to you within one business day.