Spend More Time With Clients.
Spend Less Time Managing the Backend.
Your Medicare Crew helps Medicare agents and agencies move quoting support, doctor lookups, lead follow-up, appointment setting, marketing, CRM management, automations, and administrative work off their daily task list.
Tell us what is taking up your time. We’ll help you identify what to delegate.
How Much of Your Day Is Spent Doing Work That Pulls You Away From Clients?
You became a Medicare agent to help people understand their coverage options, build relationships, and grow your book of business. Then the backend workload started piling up.
By the end of the day, the work tied directly to clients and production has to compete with a growing list of operational tasks.
What You Planned to Work On
- Client appointments
- Prospecting & Relationship building
- Client reviews
- Sales conversations
What Took Over Your Day
- You run PDP comparisons & look up doctors
- You prepare Medicare Supplement quotes
- You respond to client requests & follow up with leads
- You schedule appointments & manage missed calls
- You update your CRM & clean spreadsheets
- You create social media content & manage your pages manually
You Do Not Need to Handle Every Task Yourself.
Your Medicare Crew gives Medicare professionals access to support across three core areas. Instead of hiring separate people for every operational need, you build a support setup around the work your agency needs handled.
Sales Support
Help with quoting preparation, doctor research, customer support, appointment setting, lead follow-up, live transfer processes, and CRM documentation.
Marketing Support
Help with graphics, videos, content, social media, websites, landing pages, funnels, and campaign materials.
Systems & Admin
Help with GoHighLevel, Medicare Helper, CRM organization, automations, workflows, database cleanup, data entry, segmentation, and recurring administrative processes.
Support Your Sales Process Without Adding More Work to Your Day.
Licensed recommendations, regulated sales conversations, plan selection, and enrollment stay with the properly licensed agent. We handle the rest.
PDP Plan Quoting & Comparison
Stop spending part of every workday manually preparing prescription drug plan comparisons. Send your team the information required; we run the comparison using the approved quoting process, organize results, and return it for review.
Appointment Setting & Live Transfer
Keep lead follow-up moving. We support the activity between a new lead and the agent conversation.
- Outbound calls & messages
- Scheduling & confirmations
- No-show follow-up
- Live transfer handoff
Doctor Lookups
Send the doctor information to your support team. We research, organize, and return the findings.
Med Supp Quoting
Quote preparation without manual back-and-forth using your approved quoting tools.
You Sell Insurance.
We Keep You Visible.
Marketing often gets pushed to the bottom of the list when appointments take priority. Your Medicare Crew keeps your marketing moving with design, video, content, social media, and funnel support.
Talk About Marketing SupportGraphic Design & Content
Marketing materials built around your brand. Social media graphics, flyers, and content calendar management.
Video Editing
Turn raw video into publish-ready content. Reels, TikToks, Shorts, and educational videos.
Build a Backend That Does Not Take Over Your Day.
Automations
Turn Repetitive Follow-Up Into a Defined Process.
We build GoHighLevel and Medicare Helper workflows around the steps your agency follows repeatedly. Instead of relying on someone to remember every follow-up, your system creates a consistent process.
Data Entry & Cleanup
Turn Scattered Data Into an Organized CRM.
Many agencies have valuable client information spread across spreadsheets, exports, old systems, and inboxes. We organize it into a cleaner structure.
Start With the Work Taking Up Your Time.
Discovery Call
We learn about your agency, current workload, systems, and goals.
Identify Bottlenecks
We identify what belongs with you, automation, or Your Medicare Crew.
Build Setup
We recommend the services and workflows that fit your operation.
Start Delegating
We handle agreed responsibilities while you focus on production.
Frequently Asked Questions
Your Time Belongs With Clients.
Not Repetitive Backend Work.
Bring us the tasks slowing down your week. We’ll review your current workload, systems, and processes to identify where Your Medicare Crew fits into your operation.
- Start with a conversation.
- No high-pressure presentation.
- No one-size-fits-all package.