New Leads (30d)
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Booked (30d)
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Enrolled (YTD)
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Est. Commission (YTD)
avg $600/client
Pipeline
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Recent Leads
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Active Automations
Live
New Lead Nurture
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Webinar Follow-Up
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No-Show Re-Engagement
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Reactivation Campaign
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AEP Campaign
Oct 15
Annual Review Triggers
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All Leads
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Your Pre-Built Automation Suite6 Active
New Lead Nurture
5-touch SMS + email sequence · Fires instantly on new contact
SMS
Email
No-Show Re-Engagement
Day 1, 3, 7 follow-up · Fires when appointment is missed
SMS
Email
Webinar Registration Sequence
Confirmation → 24hr reminder → 1hr SMS → post-webinar follow-up
SMS
Email
Reactivation Campaign
3-touch re-engagement · DND check · tags inactive contacts
SMS
AEP / OEP Campaign
Pre-built seasonal sequence · Oct 15 – Dec 7 · Jan–Mar OEP
SMS
Email
Annual Review Triggers
Birthday-triggered · Anniversary review · Employer SEP trigger
SMS
Email
💰
IRMAA Calculator
2026 income-based surcharge calculator. Attracts high-income, high-intent leads.
LiveCRM Wired
⏱️
Part D Penalty Calculator
Lifetime penalty calculator. Creates urgency and drives immediate action.
LiveCRM Wired
🔍
Medicare Plan Finder
14-persona decision engine. Routes prospects to the right plan pathway.
LiveCRM Wired
⚖️
Plan G vs Plan N
Interactive cost comparison for the two most popular Medigap plans.
LiveCRM Wired
💵
Part B Giveback Calculator
Shows prospects how much of the $185/mo Part B premium they can recover.
LiveCRM Wired
🏠
LTC Cost Calculator
Genworth survey data — real long-term care costs by state.
LiveCRM Wired
🏥
Procedure Cost Estimator
CPT code lookup — what Medicare pays vs. out-of-pocket with/without supplement.
LiveCRM Wired
System Setup ChecklistLoading...
✓
GHL Sub-Account CreatedYour branded sub-account is live under AgentFlowOS
✓
19-Page Website DeployedAll pages live in your GHL sub-account
✓
7 Lead Tools ConnectedAll calculators wired to your CRM
✓
SMS + Email Automations Live6 pre-built sequences active
✓
Webinar Platform ConfiguredPlatform ready — record your presentation to go live
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Record Your T65 PresentationUse the script and slides we provided — upload once and the platform runs 24/7
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Connect Your Domain5-minute process — Loom walkthrough included
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Launch Facebook AdsUse the ad playbook and targeting guide included in your system