The First AI Employee for
Medicare Agents
The ultimate CRM software and communications tool for Medicare Agents. Automate your SOA delivery, quote follow-ups, and enrollment scheduling 24/7. Client Pulse AI helps you nurture AEP/OEP leads, maintain compliance, and retain your book of business on autopilot.
"Hello! I noticed you were looking for a Medicare quote. Would you like me to send you the Scope of Appointment?"
Hire your Ai Employee today
Imagine waking up to a calendar full of compliant AEP appointments and zero unreturned calls. That's the power of your new AI Admin.
Can I try it risk-free?
Yes! Get started with a 14-day free trial. If it's not the right fit, simply cancel anytime.
What's included?
Voice AI (Calls)
Calls T65 leads, collects drug lists, and books enrollment meetings.
Conversation AI
Answers simple questions about Part B & D via SMS instantly.
Reviews AI
Ask happy clients for reviews after enrollment to build trust.
Funnel AI
High-converting 'Request a Quote' pages tailored for seniors.
Content AI
Writes compliant email newsletters about policy changes.
Workflow AI
Automates SOA delivery and AEP/OEP renewal reminders.
Using Client Pulse AI You Can
Experience the power of a fully automated Medicare sales workforce.
Automate SOA Delivery
Stop chasing signatures! Automatically send Scope of Appointment forms via text and email before calls, ensuring you are always compliant before you pitch.
Instantly Fill your Calendar
Client Pulse AI schedules AEP and OEP appointments for you on autopilot. It qualifies leads, collects drug lists/doctor info, and books the meeting.
Drive More Inbound Calls
Automatically route calls and convert inbound leads. Our AI can handle overflow during peak enrollment seasons so you never miss a potential policy.
Build Smart Nurture Campaigns
Get up to an 80% response rate. Automatically follow up with leads who requested quotes but haven't enrolled yet. Perfect for turning cold leads into sold policies.
Activate your Book of Business (Retention)
Keep your current members happy. Send automated birthday texts, policy review reminders, and AEP announcements to prevent churning to competitors.
AI Chat Bot for your Agency Website
Answer basic Medicare questions 24/7. Collect lead info and book appointments directly from your agency site without lifting a finger.
AI Phone Calls (Gold/Platinum)
Call leads on autopilot. Our AI caller sticks to the script, records the call for compliance, and allows you to reach hundreds of leads during AEP.
Track Performance & Commissions
Easily see which lead sources are generating the most policies and track your projected commissions.
CMS & HIPAA Compliant
Rest assured with full call recording and data encryption standards that meet CMS and HIPAA requirements for handling beneficiary data.
Industry Leading Features
Everything you need to manage your Medicare agency and write more policies.
Automated SOA
Collect Scope of Appointment forms via SMS or Email automatically before you pitch, keeping you 100% compliant.
Team Management
Manage your downline. See the system how they see it, track recruit progress, set up agency-wide campaigns.
Communication Center
One inbox for everything. Email, SMS, Phone, Voicemail. No more switching between personal cell and CRM.
AEP Appointment Booking
Use Client Pulse AI to fill your calendar during AEP/OEP. Automated confirmations reduce no-shows.
Lead Round Robin
Automatically distribute leads between agents in your agency and track the closing rate of each source.
Mobile App
Sell from anywhere. Respond to clients, track policies, and complete tasks from your phone while on the road.
Call Recordings (Compliance)
Automatically record and store inbound and outbound calls for the required 10 years (CMS).
Policy Renewal Reminders
Automated birthday wishes and policy review reminders to keep your retention high.
Advanced Reporting
See exactly which marketing channels are bringing in the most applications and ROI.
Track Commissions
Forecast your renewals and new business income.
Voicemail Drops
Leave voicemails for leads without ringing their phone. Great for efficient callbacks.
CRM Integration
Integrate with your favorite quoting tools and CRMs via Zapier and custom webhooks.
Why Hiring AI Wins Every Time
Stop overpaying for underperformance. See how Client Pulse AI stacks up against traditional hiring.
Plans For Medicare Agents
14 Day Free Trial. No contracts.
SILVER
For Individual Agents
- Up To 2 Users
- $10 initial Messaging Credits
- Website builder
- HIPAA Compliance
- Medicare CRM with all fields
- Email Support
GOLD
For Small Agencies
- Everything From Silver
- Up To 15 Users
- $20 initial Messaging Credits
- AI Outbound Calling
- Recruiting Funnels
- Payments & Invoicing
- Priority Support
PLATINUM
For Large Agencies FMO/MGA
- Everything From Gold
- Unlimited Users
- $25 initial Messaging Credits
- Downline Management
- Communities
- Priority Support
Included with all plans
Transparent Usage Pricing
Frequently Asked Questions
Ready To Write More Applications? Schedule A Demo Now!