Question 1

How long does setup take?

Accepted Answer

Our team handles onboarding and data migration for you — most clients are fully up and running within 30 days. The process involves three calls: an Onboarding Intake, an Implementation Call, and a 30-day Optimization Call.

Question 2

Do I need to know how to use a CRM already?

Accepted Answer

No. The system comes pre-templated for the Medicare industry, and our onboarding team walks you through everything. Your agents learn the system in a single session — everything they need is built into their daily workflow.

Question 3

What if I already have a CRM or phone system?

Accepted Answer

We migrate your existing data for you as part of onboarding, so switching over doesn't mean starting from scratch. We also integrate your existing email, calendar, social media, and third-party tools into APEX System.

Question 4

Is my client data secure?

Accepted Answer

Yes. The platform is HIPAA compliant and built to enterprise security standards. Your client data — and their trust in you — is fully protected.

Question 5

What's the difference between the two pricing paths?

Accepted Answer

The setup fee path ($1,997 setup + $297/mo) is month-to-month with a 90-day money-back guarantee. The no-setup-fee path ($0 setup + $297/mo) requires a 12-month commitment, with an option to prepay annually for 2 free months — saving you $594.

Question 6

Is APEX System only for Medicare agencies?

Accepted Answer

Yes. APEX System is built specifically for Medicare insurance agencies. Every pipeline, template, automation, and workflow is designed around AEP, OEP, T65, and Medicare-specific compliance requirements.

Question 7

What does the done-for-you setup include?

Accepted Answer

Everything. CRM migration from your old system, pipeline and workflow configuration, AI follow-up automation setup, annual review campaign deployment, phone and email integration, calendar setup, agent onboarding and training, and a 30-day optimization call.

Question 8

Can I cancel anytime?

Accepted Answer

On the setup fee path, you can cancel anytime after 90 days. On the no-setup-fee path, there's a 12-month commitment. The 90-day money-back guarantee applies to the setup fee path.

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