Medicare Plan Guardian

Medicare Plan Guardian is the retention tool every independent Medicare agent needs. When you close a sale, set up the app for your client in minutes. They receive a personalized mobile app with their plan information, your photo, your name, and your contact details — always one tap away. The app runs on autopilot from there. Automated reminders keep your clients informed at every critical Medicare moment — Annual Enrollment Period alerts, plan anniversary reviews, Open Enrollment Period reminders, and birthday notifications — all tied to their specific plan type and dates. For Medicare Advantage clients, the AEP alert sequence starts September 1 and walks them through every key date through December 7. Your agent portal shows you in real time who has confirmed they're staying, who has scheduled a review, and who hasn't responded — so you know exactly who to call. For Medicare…