Scale Your Medicare Agency with Medi-Pilot
The customizable CRM designed for Medicare agencies. Automate lead capture, track cross-sell opportunities for life insurance and annuities, and grow from 5 to 50+ employees without hiring more salespeople.
The Challenge Growing Medicare Agencies Face
Without Medi-Pilot
- ✗Manual lead entry wastes 10+ hours per week
- ✗Missed cross-sell opportunities for life insurance and annuities
- ✗No visibility into which agents are best at cross-selling
- ✗Scaling requires hiring more salespeople (expensive)
- ✗Leads fall through the cracks without follow-up
With Medi-Pilot
- Leads auto-captured from your website into the CRM
- Track every cross-sell opportunity and close rate
- Identify top performers and replicate their process
- Scale without hiring—automate follow-ups and workflows
- Automated reminders ensure no lead is forgotten
Powerful Features Built for Medicare Agencies
Tailor Medi-Pilot to your agency's workflow. Modify fields, workflows, and automation to match your unique sales process.
Connect your website directly to Medi-Pilot. Capture Medicare leads automatically and route them to the right agent.
Track life insurance and annuity sales alongside Medicare policies. Identify top performers and replicate their success.
Set up intelligent workflows that follow up with leads at the right time. Reduce manual work and increase conversions.
Measure what matters. Track lead sources, conversion rates, and cross-sell performance in real-time.
Built for the Medicare industry. Secure data handling and compliance tools to protect your agency and clients.
What Medicare Agencies Say About Medi-Pilot
Sarah Mitchell
Owner, Golden Years Medicare Agency
"Medi-Pilot transformed how we manage leads and cross-sell life insurance. We went from 2-3 life policies per month to 12+ in just 90 days. The customizable CRM made it easy to track cross-sell opportunities."
6x increase in life insurance salesJames Rodriguez
Agency Director, Heritage Benefits Group
"The lead funnel integration saved us hours every week. Now our website automatically captures Medicare leads and feeds them into Medi-Pilot. We're closing 40% more annuity sales with the same team size."
40% higher close rate on annuitiesPatricia Chen
Founder, Premier Medicare Solutions
"As we scaled from 5 to 35 employees, Medi-Pilot scaled with us. The cross-sell tracking features helped us identify which agents were best at selling life insurance and annuities. Game-changer for our business."
Scaled to 35 employees profitablySimple, Transparent Pricing
Choose the plan that fits your agency size. All plans include a 14-day free trial.
Perfect for solo agents and small teams
Ideal for growing Medicare agencies (5-20 employees)
For scaling agencies (20-50+ employees)