You bought the tools (or you're about to). The problem is never the spreadsheet — it's the 6 hours of setup you never find time for. So I'll do it for you. No meeting, no call — I configure your whole system on my end and send you a short recorded walkthrough. Client CRM, 60-day renewal radar, IRMAA appeals, commission & chargeback tracking, compliance logs — all set up to your book. You just open it and use it.
A single missed renewal costs you more than this. The Done-For-You setup is $399, and I'm taking only 5 this week so each one gets my full attention. After that it goes to $599.
Already own some of the tools? They credit toward your setup — just mention it on the call.
Tell me a little about your book. I'll send you a personalized 2-minute walkthrough of exactly what I'd set up, plus a secure link to claim your slot — no calls, all by message. You only pay once you've seen the plan.
Independent Medicare agents who are busy writing business and tired of duct-taping spreadsheets — or new agents who want it set up right the first time. If you'd rather spend this week selling than configuring software, this is for you.
The $399 includes the full toolkit — you don't need to buy anything separately. If you already bought pieces on Etsy, they credit toward the setup.
No. The whole thing is done by message — you send your details, I send a walkthrough and the finished system. Zero meetings.
Once you send your details, most setups are done and delivered within 48 hours.
Your client list in any format (even a messy spreadsheet) and your carriers/states. I handle the rest — no meeting needed.
If your system isn't live and working within 48 hours, you don't pay. Simple.
Optional: $97/month keeps your system current with CMS changes + fresh AEP tools each season, so you're never working off a stale sheet. Added after your setup — only if you want it.