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
A "Get Found" pilot — the systems that make the right local people, and the AI tools they use, find you and trust you.
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. First to publish owns them, and that's the heart of this pilot.
Turn the occasional post-appointment review ask into a standing system your team runs every time — and close that 32-vs-100+ gap fast.
As those guides go live, we work to make 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 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.
The review ask goes live, we lock your answer-page topics, and we help promote your first event.
Your Coffee & Medicare event runs, and your first answer pages go up.
More guides publish, you film the explainer clips, and the event series carries momentum into the season.
The asset is built. Now it works — and a monthly re-test keeps proving it.
The deal
This is a pilot — a proof of concept. We're betting on it working, so we've made it easy to say yes.
Setup, your review system, and your starter answer pages — comped, because we want you to see it work before you ever pay a thing. If you love the results, there's a paid next phase at founding rates, plus a simple monthly re-test that keeps proving it's working — but that's entirely your call, with no obligation.
And then
If the pilot delivers — and we expect it to — it becomes an ongoing partnership that keeps you the name people, and AI, recommend when it matters most.
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 building toward.
And this page you're reading?
We built it just for you.
Imagine what we'll build for your business.