Grassroots Built
AB understands field work, provider offices, retail floors, referrals, community events, and the real sources of Medicare leads.
Why Agents Choose Us
Generic CRMs make agents build from scratch. Agents Blueprint is built around how Medicare agents actually prospect, document, follow up, advertise, and retain clients.
- Your complete AB account
- $1/mo
- Bilingual follow-up
- EN + ES
- Compliance records built in
- PTC + SOA
- Workflows ready to use
- Day 1
Compliance-Minded
PTC, SOA, A2P, consent, and document storage are treated as first-class parts of the system.
Prebuilt Workflows
You are not starting with a blank canvas. The workflows, tags, campaigns, and follow-ups are already structured.
Ads Without The Headache
Launch Medicare, ACA, Life, and Ancillary campaigns without becoming a Meta ads expert.
Retention Included
Post-enrollment check-ins, referral prompts, birthdays, and nurture sequences help protect your book.
Operational Day One
White-glove onboarding helps you connect, activate, and start using the system quickly.
Operational Flow
How the page turns into action
- Problem
Generic CRMs start blank
Most tools give you fields, pipelines, and automation builders, then expect you to invent the Medicare process yourself.
- Blueprint
AB starts with the Medicare workflow
PTC, SOA, grassroots lead source, event RSVP, reactivation, retention, and A2P are part of the product structure.
- Outcome
Agents spend time selling
The system handles operational follow-up so agents can focus on confirmed appointments and client relationships.
- Designed for Medicare agents, not generic online marketers.
- Includes the "Where We Met" workflow for real prospecting.
- Handles A2P setup during onboarding.
- Supports phone, SMS, pipeline, ads, events, and retention in one place.