Stop Losing Turning 65 Leads &
Automate AEP Retention
From 18 weeks before age 65 to annual plan reviews and Scope of Appointment workflows, Autobot is pre-configured so you never have to build Medicare funnels from scratch.
Prebuilt Systems
Everything You Need for Medicare Growth
18-Week T65 Drips
Educational email & SMS sequences timed to the client's 65th birthday window. Autobot detects when the IEP opens and pings both you and the lead with a booking link. English & Spanish ready.
AEP & OEP War Room
Automated pre-AEP check-in broadcasts, annual review booking links, and cross-selling campaigns for dental, vision, and final expense.
Digital Compliance & Intake Forms
Collect the right information the easy way. Scope of Appointment (SOA) forms, Needs Analysis forms, Medicaid eligibility questionnaires, Client Update forms, and more — sent via SMS/email with digital signatures and timestamp logging for compliant, effortless information collection.
RetireFlo Integration
Seamless integration with RetireFlo to bridge quoting, benefit comparisons, and client management into one connected workflow.
Unlimited Integrations
Connect lead vendors, Facebook, LinkedIn, Google Ads, and virtually any other platform through API key or Webhook. Build the exact workflow stack your agency needs — Autobot adapts to your system, not the other way around, so you can customize everything as much as you like.
The 18-Week Turning 65 Automated Timeline
What happens automatically once you add an age 64 prospect to Autobot:
Automated email & SMS sequences explain Part A & Part B enrollment windows and penalty prevention — bilingually, in English & Spanish.
Autobot calculates the exact date the lead's Initial Enrollment Period (IEP) opens and alerts you the moment it arrives. It simultaneously texts the prospect a link to your calendar to book a plan-review conversation — then keeps sending gentle reminders until the call is on the books.
Digital Scope of Appointment collected, you complete enrollment in the carrier portal, then a welcome drip keeps the new client engaged.
Want to make it unforgettable? Add Direct Mail.
Supercharge any T65 touchpoint with folded invitation cards, glossy birthday postcards, or even gourmet client gifts — printed with your logo or headshot and mailed automatically. Direct mail is an optional, incredible add-on, billed only when mailings ship — never part of your software subscription.
Upgrade Your Medicare Agency Today
Get prebuilt Turning 65 workflows, live inbound calls, and 24/7 technical support.