Capture every lead
Events, referrals, retail and provider offices: every lead keeps where you met and their preferred language.
For licensed Medicare agents
Agents Blueprint sets up a complete system in your own account: lead capture, automatic text and email follow-up, appointment booking and compliance documents. You focus on clients.
- Ready-made, no tech skills needed
- English and Spanish
- PTC and SOA built in
app.agentsblueprint.com
AB WorkspaceAccount ready
AB SetupYour agency details, brand, calendars and website links in one place.
AB Medicare Client OperationsFind a client and update their intake in seconds.
New lead from a community event: follow-up text sent
Appointment booked for Thursday, 10:00 AM
Scope of Appointment signed and saved
Illustration of AB Workspace. Your account includes the real apps.
$1per month for your account
3 stepsfrom signup to a ready account
EN + ESbilingual client follow-up
PTC + SOAcompliance records built in
Not a blank CRM. A complete Medicare sales system, already built and working inside your own account, so every lead gets a follow-up and every appointment has its paperwork.
Why agents choose AB
Built for how Medicare agents actually sell
Not a blank CRM to configure. The workflows are already built around field marketing, follow-up and compliance.
Follow up automatically
Texts, emails and reminders go out on time so warm leads don't go cold while you're in appointments.
Book and stay compliant
Clients book phone or in-person appointments, and PTC and SOA records are collected and kept for you.
Fill out the form and pay $1
Your name, agency details, address and the hours you take appointments. About five minutes.
We build your account
AB creates your account with the workflows, calendars and settings already in place, then asks you to connect AB Workspace with one click.
Activate your access and start
You get an email to set your password at app.agentsblueprint.com. Open AB Workspace and review your setup.
What's included
Everything you'd otherwise build yourself
Medicare terms explained in plain language.
- Lead capture with source trackingKnow which event, referral or ad every client came from.
- Automatic follow-upText and email sequences, appointment reminders and reactivation of old leads.
- Online bookingPhone and in-person appointment calendars that follow your hours.
- PTC and SOAPermission to Contact and Scope of Appointment: the consent records CMS expects, collected and stored.
- A2P text registrationThe carrier registration that lets your business texts be delivered. Guidance is included.
- AB WorkspaceAB Setup for your agency, brand and calendars, and AB Medicare Client Operations for contacts and intake.
- BilingualEvery client can be followed up in English or Spanish.
- AB AcademyShort private videos that show you how to use each part of the system.
Pricing
One simple plan. Help only if you want it.
AB account
$1per month
Your complete Agents Blueprint account.
- Your own account with every AB workflow
- AB Workspace: AB Setup and AB Medicare Client Operations
- Calendars, follow-up and compliance documents
- AB Academy training library
Secure payment with Stripe.
Optional one-time help
Prefer a person to set things up with you? These one-time services are coming soon.
Remote guided setupComing SoonA remote session to complete your setup, with Inam, based outside the United States.
Personal onboardingComing SoonOne-on-one onboarding with Scott to connect your domain and finish the basic configuration.
Website and automation adjustmentsComing SoonWith Cristian: up to 3 simple workflows, 1 two-page funnel and 1 branded email, adapted from AB templates.
Questions
Frequently asked questions
What exactly is Agents Blueprint?
A ready-made system for Medicare agents: lead capture, automatic follow-up, appointment booking and compliance documents, set up inside your own account so you don't have to build it.
Do I need technical skills?
No. Your account is created with everything in place. You fill out a short form, and AB Setup walks you through reviewing your details. Optional personal help is available.
What do I get for $1 a month?
Your own account with every AB workflow, AB Workspace and the AB Academy training library. Optional setup services are coming soon.
How long does it take to be ready?
Usually a few minutes after you pay and connect AB Workspace. The progress page shows each step as it completes.
Does it work in Spanish?
Yes. The site, the signup and the client follow-up work in English and Spanish.
Who is behind Agents Blueprint?
Agents Blueprint is operated by Smart Buy Insurance, Inc. It is independent software and is not affiliated with Medicare, CMS or the U.S. government.
Create your account for $1 a month and have your system ready today.