Insurance agencies · Medicare insurance agents
Handle Annual Enrollment Period booking surges, collect Scope of Appointment forms on time, and keep client review reminders and records organized.
Where time leaks
Patterns we see in this industry. Your workflow will differ; discovery confirms which ones apply.
Appointments spike during the fall Annual Enrollment Period.
Scope of Appointment forms have timing rules before marketing appointments.
Turning 65 leads need contact at the right time.
Annual reviews and records retention are handled manually.
Named for compatibility only. No partnership or endorsement implied; we confirm API access for your plan during discovery.
Automation recipes
Trigger → steps → outcome. Each one is a scoped, fixed-price build.
Trigger Client or prospect asks for an appointment during the fall enrollment season
Outcome An organized AEP calendar without phone tag
Typical stack: Calendar, SMS
Trigger Marketing appointment booked
Outcome SOA collected before appointments
Typical stack: DocuSign, CRM
Trigger Client in your book approaches Medicare eligibility
Outcome Timely, permission-based outreach
Typical stack: CRM
Trigger Before AEP
Outcome Better client retention
Typical stack: CRM, calendar
Interactive
Pick what starts it and what should happen next. Your workflow assembles live below. This is a planning tool; we confirm what your tools support during discovery.
Your workflow
Planning previewAdd at least one step on the left.
Tap "Start a missed call" and reply as the customer. Runs in your browser.
Incoming call…
Nobody can answer right now
Move the sliders to match your business.
Est. recovered / month
Est. per year
missed → re-engaged → won per month
Estimate = leads × missed % × re-engaged % × close % × deal value, using only the numbers you entered. Not a guarantee; excludes software and build costs.
Plan my text-back automationStep through "AEP booking assistant" one stage at a time. Click any step.
ROI estimate
Preset for a small team. Change the numbers to match your business.
How we implement
We start with your carrier and FMO compliance requirements, the call recording setup you already have and your appointment calendar. No outreach template is used until your compliance contact approves it.
Discovery call: We walk through your current process and tools (free, 30 minutes).
Workflow map & fixed quote: Written scope, software costs listed separately, compliance notes included.
Build in a test environment: Your accounts, test data first, then a supervised pilot.
Handover: Documentation, training and an optional support plan.
General information, not legal advice. Confirm requirements with your own counsel or compliance officer.
Want these automations running in your business?
Tell us your tools and the one task you'd remove first. We reply with a plan.
The broader playbook for the whole trade, including recipes that apply across specialties.
AI automation for Insurance agencies →FAQ
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Free tools: ROI calculator · AI readiness assessment · Experience Lab
Next step
Two short steps. We reply by email, usually to set up a 30-minute discovery call.
What happens after you submit
We read it personally
A person reviews your note. No automated sales sequence.
We reply by email
Usually with 2–3 clarifying questions and times for a 30-minute call.
You get a written plan
Workflow map, fixed quote and listed software costs before any build. No obligation.
Prefer to talk? Call (214) 891-5650 or email info@fullstopsolutions.com.
Not ready to talk? Try the ROI calculator or readiness check. No email needed.
