Retain your book automatically
APEX System automatically triggers review campaigns 60–90 days before each client's plan anniversary. Clients get reached out to on time, every time — so you retain more of your book without lifting a finger.
Annual reviews slip by — and clients leave
Medicare clients quietly leave at renewal because no one reached out in time. With hundreds or thousands of clients, tracking every plan anniversary manually is impossible. By the time you realize a client didn't renew, they've already switched to another agent.
Automated anniversary campaigns that retain clients
APEX System tracks every client's plan anniversary and automatically triggers a multi-touch review campaign 60–90 days before renewal. The campaign includes email, SMS, and task reminders for your agents — ensuring every client gets a timely review conversation, every single year.
Everything you get with this system
Automated Anniversary Tracking
Every client's plan anniversary is tracked automatically — no spreadsheets, no manual reminders, no missed reviews.
Multi-Touch Campaign Sequences
Automated email, SMS, and agent task reminders fire 60–90 days before each anniversary, ensuring timely outreach.
Renewal Retention Workflows
Built-in workflows guide agents through the review conversation, plan comparison, and enrollment update process.
Calendar Integration
Review appointments are booked directly to agent calendars, so the follow-through is as automated as the outreach.
The impact on your agency
- ✓Never miss another client's plan anniversary review
- ✓Retain more of your book of business without adding headcount
- ✓Automated campaigns mean your agents focus on conversations, not tracking dates
- ✓One saved client can pay for the entire platform for months
Stop losing clients at
renewal.
Join the waitlist and get automated annual review campaigns that retain your book on autopilot.
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