A proposal for
What we heard — and what we propose to build with you.
First
Some of this you told us, some came out of our conversation — together, here’s the picture we’re working from, and where we think your biggest opportunity is.
Your clients love you: a flawless 5.0. But you have 32 reviews where nearby agencies have well over a hundred. Your happiest clients simply aren’t being asked yet — which makes this your easiest, highest-leverage fix.
We asked the major AI tools the big Medicare life-event questions — turning 65, a plan discontinued, helping a parent. Twelve times out of twelve, not one local agent came up. That’s wide-open territory, and the first to claim it owns it.
AEP is your once-a-year window — and this year’s is the most chaotic in memory. The work needs to be built and working before the season opens, not scrambled together during it.
Your time is the constraint, not your ability. You need the marketing handled — so your hours go to the relationship work only you can do.
The number that matters
0 / 12
Times a local agent came up when we asked AI the Medicare questions your future clients are actually asking. The answer to that should be you.
So
Two things, done for you: answer the questions your future clients are already asking, and help fill the seats at your events.
Genuinely helpful, locally specific guides to the big Medicare life events — turning 65, a plan discontinued, helping a parent — the ones AI has no local answer for today. Whoever answers first becomes the trusted local voice.
Your Coffee & Medicare series is a great idea — let’s make sure people actually show up. We’ll help with the invites, the promotion, and getting the word to the right folks.
As those guides go live — and as we help you gather more real reviews along the way — the AI tools your future clients use start naming you for the moments that matter most.
Everything educational and carrier-neutral, reviewed before it ships. In Medicare marketing, that rigor isn’t a constraint — it’s your credibility.
The idea
The simplest way to become the name AI gives — and it starts with the questions your clients already ask.
Here’s how AI search actually works: when someone asks a question, the AI scans the web for a clear, trustworthy answer — and it usually points them to the source it pulled from. If that answer lives on your site, you become the business it recommends.
Medicare is full of exactly those moments. People don’t ask AI for "an insurance agent" — they ask real questions, often at stressful times. Right now, no local agent has answered them. Whoever answers first becomes the trusted local voice — and that’s the durable asset this pilot builds.
Someone turning 65 asks their assistant: "What do I do about my insurance when I turn 65 near Abingdon?"
If you’ve published a clear, compliant guide to exactly that, the AI reads it, trusts it, and answers with your name — right when they’re deciding who to call.
The plan
Everything is sequenced to be built and working before AEP opens — so the season is when it pays off, not when you’re scrambling.
We lock in the questions to answer, start writing your first pages, and help you promote your July event.
The first answer pages publish, and the event series keeps building momentum.
More guides go up, and we keep the events filling the room heading into the season.
Everything’s live and working — right when it matters most.
The deal
No catch, and nothing waiting behind it — here’s the whole deal.
The answer pages, the setup, the help with your events — all of it, at no cost. No fine print, no "phase two" waiting to bill you. We’re doing this because we believe in what you’re building and we want to see it win.
And then
This is really about one thing: helping your business grow. If it works the way we think it will, there’s no telling what we could dream up together down the road.
You told us what exponential looks like: from three-to-five policies a month to ten or twelve, with Megan. That’s the number we’re rooting for.
And this page you’re reading?
We built it just for you.
Imagine what we’ll build for your business.
Your part
You’ve got a hundred things going at once. So we kept your side of this short — really short.
Just tell us you’re in. That’s really the only decision here.
Add us to your Google Business Profile and Search Console by email invite. No passwords or logins to share.
Tell us the questions your clients ask you most, so we write the right pages. One quick conversation.
You approve every page before it goes live. You always have the last word.
That’s the whole list. The writing, the setup, the measuring — all of that is on us.