NewLearn more →
Built for Medicare & ACA Insurance Professionals•English & Spanish Ready

More Leads. More Clients.
Less Busywork.

The all-in-one growth platform built specifically for Medicare and ACA agents. Generate inbound call leads, automate compliant client follow-up, deploy bilingual AI voice agents, and run your entire agency from one connected ecosystem.

Medicare T65 & AEP Workflows
Bilingual English + Spanish AI
Inbound Calls from $17
Unlimited Cross-Marketing Campaigns for All the Other Lines of Insurance You Sell
24/7 Human Support Included
app.autobotcrm.com/dashboard
Agency Engine Active
Inbound Live Calls This Week
34 Calls+18% this week
Avg connection: 4m 12s
Upcoming Scheduled Consultations
21 Booked
Calendar synced • Reminders active
Bilingual AI ReceptionistONLINE

"Handling after-hours calls in English & Spanish. 8 appointments booked while you were in meetings."

Medicare & ACA Sales Pipeline
Live Pipeline View
1. Inbound Call
12
Speed-to-lead
2. Booked/SOA
8
SOA Dispatched
3. Enrolled
19
New Policy
4. Retained
142
Postcards & Drip
Mariana"Autobot replaced 4 separate tools for our team." — Mariana L., Miami
Take full tour →

The Disconnected Agency Problem

Too Many Tools. Too Many Subscriptions. Not Enough Time.

Insurance agents lose hours manually moving contact details across disconnected platforms while leads go cold and renewals slip through the cracks.

The Old Frustrating Way

Software Sprawl & Missed Leads

  • ✕Separate CRM, Calendly, Mailchimp, ringCentral, and lead vendor logins
  • ✕Buying internet leads only to call numbers that never answer or hang up
  • ✕No bilingual support for growing Hispanic Medicare and ACA markets
  • ✕Losing clients at AEP/OEP because nobody stayed in touch throughout the year
  • ✕Paying $500+/mo across 6 fragmented software subscriptions
The Autobot CRM Way

One Unified Agency Operating System

  • All-in-One: CRM, unified SMS/calls/email, pipeline & calendar in one screen
  • Inbound Calls from $17: Talk to live consumers who initiated the phone call
  • Bilingual AI Employees: Voice agents speak English and Spanish seamlessly
  • Automated Retention & Direct Mail: Birthday cards, annual reviews & postcards
  • Full 24/7 Human Tech Support: Onboarding, import, and weekly office hours
Live Inbound Conversations Starting at $17

Stop Chasing Leads.
Start Having Conversations.

Tired of spending money on web leads that never pick up the phone? With Autobot Inbound Calls, you connect with consumers who actively dialed in to speak with an insurance professional.

Direct phone transfers routed straight to your mobile or office line
Call recording & unified contact profile created automatically
Optional separately purchased growth service with zero long-term commitment

Web Lead vs. Autobot Inbound Call

Typical Web Form Lead15 - 20% Contact Rate

You call immediately, get voicemail. You text, no response. You call back 4 times over 3 days before giving up.

Autobot Inbound Live Call Lead100% Live Connection

Your phone rings. You pick up. A consumer who wants insurance is on the other line waiting to speak with you.

Category selected: medicareFrom $17 per call

Conversational Intelligence

Meet Your Hardest-Working New Team Member

Your AI receptionist answers calls 24/7, speaks English and Spanish, qualifies callers, and books consultations directly on your calendar.

Live AI Simulation

Bilingual AI Voice Receptionist

See how an inbound call is answered, qualified, and booked on your calendar 24/7.

Live Call Transcript Preview
Caller: Robert M. (Turning 65 in 3 Months)
AI
"Hello! Thank you for calling Premier Health Partners. My name is Alex, the AI assistant for Licensed Agent Sarah Jenkins. Are you calling regarding Medicare options or ACA health plans today?"
"Hi Alex, I turn 65 this November and keep getting so much mail about Medicare. I need someone to help me compare Part C and Supplement plans."
Caller
AI
"Congratulations on your upcoming birthday, Robert! Sarah specializes in Turning 65 consultations and makes plan comparisons simple. Would tomorrow at 10:30 AM or Thursday at 2:00 PM work best for a 20-minute review?"
*Note: Autobot AI handles scheduling, intake, and notifications. Licensed agents conduct the regulated consultations and plan enrollments.Usage: $0.13–$0.40/min voice AI (rate varies by AI model)

Specialized Architecture

Finally, Software That Understands Insurance

Generic CRMs don't know what an SOA is, when AEP starts, or how Turning 65 timelines work. Autobot comes pre-configured for your market.

For Medicare Agents & Agencies

Turn age 64 prospects into lifelong policyholders. Prebuilt 18-week Turning 65 campaigns, AEP & OEP check-ins, Scope of Appointment workflows, and annual plan review automations.

✓ 18-Week Turning 65 Drip (English & Spanish)
✓ Compliant Scope of Appointment (SOA) Forms
✓ RetireFlo Integration for Quoting & Enrollment
✓ Automated Annual Review Scheduling

For ACA & Under-65 Health Agents

Crush Open Enrollment with automated speed-to-lead. Fast pipeline routing, bilingual text messaging, self-enrollment links, and year-round subsidy & renewal check-ins.

✓ Open Enrollment High-Volume Speed-to-Lead
✓ Bilingual Hispanic Community Outreach
✓ Year-Round Life Event & SEP Campaigns
✓ Client Retention to Prevent Commission Loss
Automated Direct Mail & Physical Client Gifts

Because Great Relationships Deserve More Than Another Email.

Senior policyholders check their physical mailbox every single day. Autobot connects digital triggers with physical fulfillment so you can automatically dispatch folded invitation cards, high-gloss postcards, and client gifts straight to their front door.

Folded Cards in Envelopes: Send elegant 2-panel folded cards that look like warm invitations, featuring your company logo or agent headshot printed on the back of every piece.
Custom Images, QR Codes & Templates: Upload photos, add trackable QR codes for appointments or plan reviews, customize text, or select from hundreds of pre-made insurance templates.
Physical Client Gifts & Gift Cards: Reward referrals or celebrate client birthdays with delicious fresh-baked cookies, gourmet brownies, popcorn tins, deluxe mixed nuts, or digital gift cards.
100% Hands-Free Automation: Trigger mailings automatically 10 days before a client's birthday, after policy approval, or ahead of Medicare AEP/OEP.
Direct Mail & Gift Fulfillment EngineAutomated Workflow
High-Quality Folded Greeting Cards, Deluxe Nuts & Gourmet Gifts
High-Touch Physical Fulfillment

Custom Folded Cards, Logo/Headshot Printed on Back & Gourmet Gift Tins

Folded Birthday Invitation Card + Gourmet BrowniesLogo / Headshot Printed on Back

"Happy 65th Birthday Robert! Scan the QR code inside to schedule your complimentary annual Medicare check-in with your agent Sarah at (615) 307-6707."

✓ Custom QR Code Included✓ Fresh-Baked Gourmet Brownie Tin
Jumbo PostcardsFrom $0.89 w/ Postage (200+)
Folded Greeting CardsCustom envelopes & back logo
Gourmet GiftsCookies, popcorn, nuts & treats
Gift CardsAmazon, Starbucks & top brands

*Printing, custom cards, gifts, and postage are separate fulfilled vendor costs billed only when mailings/gifts are dispatched.

Transparent Pricing Philosophy

Know Exactly What You're Paying For. No Surprises.

Your monthly software subscription covers full CRM tools, automations, onboarding, and 24/7 support. Telecom usage is billed transparently at cost.

Most Popular
Professional Plan
$197 / month

Unlimited users with full support. The complete system for growth-oriented agents.

✓ Unlimited Users
✓ Full CRM, Pipeline & Contact Management
✓ Prebuilt Medicare & ACA Marketing Workflows
✓ Unlimited Websites with Free Monthly Hosting
✓ Ads Manager with Proven Ad Templates
✓ Unlimited 1-on-1 Zoom, Phone & Email Support
✓ 24/7 Tech Support via Live Chat
✓ Done-for-You A2P 10DLC Carrier Registration
Agency Plan
$497 / month

Unlimited agent logins with round-robin lead and calendar routing for growing agencies.

✓ Everything in Professional Plan, plus:
✓ Unlimited Agent Logins & Users
✓ Round-Robin Lead Assignment & Scheduling
✓ Shared Marketing Workflows for All Downline Agents
✓ Centralized Agent Sales Tracking & Reporting
✓ Complementary Website Build with Free Hosting
✓ 50% Off for Downline Agents
Done-for-You
Conciera
Let's Talk

Your completely done-for-you software and marketing solution for experienced agents and agencies ready to scale.

✓ Everything in Agency Plan, plus:
✓ Complete CRM Setup & Migration, Done for You
✓ Agent Recruiting & Contracting Automation
✓ Commission & Downline Tracking Included
✓ Paid Advertising & Direct Mail Managed
✓ Unlimited Custom Websites, Funnels & Landing Pages
✓ Inbound Call Leads Included in the Price
✓ Unlimited Support via Dedicated Account Strategist
Interactive Usage Cost Estimator

See Exact Estimated Carrier & Telecom Costs

We don't hide telecom fees in your subscription. You pay wholesale pass-through usage with zero surprise markup.

Estimated Monthly Usage
$54.10 /mo
SMS Messages Sent/Received1,500 texts ($28.50)
0Est. ~1.9¢ / segment10,000
Emails Dispatched (Campaigns & Drips)4,000 emails ($7.60)
0Est. ~0.19¢ / email25,000
Phone Minutes (Live Inbound & Outbound)300 mins ($6.00)
0 minEst. ~2¢ / min2,000 min
Bilingual AI Receptionist Talk Time60 mins ($12.00)
0 minEst. 13¢–40¢ / min (varies by AI model)500 min
Why separate usage billing? Because you only pay for what you actually consume. An agent sending 200 texts isn't subsidizing an agency sending 50,000. AI voice rates vary by the model you choose ($0.13–$0.40/min), and all wallet top-ups are tracked live in your dashboard.
Read Billing Policy FAQ →
Verified 5-Star Reviews on Google

Why Insurance Agents & Agencies Choose Autobot CRM

"I was looking for an automated system with AI. I kept hearing about ChatGPT and I knew I needed to step up my technology. Autobot just happened to replace everything for us. Even agent training is a breeze now."

Roderick S.
Roderick S.
Chicago, IL

"I'm a customer for life. I bought the lifetime professional plan after my first 3 months of using Autobot. The training and onboarding was incredible and I'm learning more things Autobot can do every week."

Mariana L.
Mariana L.
Miami, FL

"Finally a company that does what they say they will. The support alone is worth the switch, but our ROI is through the roof from the client retention campaigns alone."

Marcus B.
Marcus B.
Cave Creek, AZ

"I'm 68 years old! I've tried other softwares but I always end up frustrated with technology. Autobot comes with unlimited support so I'm never left to figure it out on my own."

Sally J.
Sally J.
Boca Raton, FL
Real Human Support Team
Cross-Marketing for Life, Annuities, Group Health & More

Powerful Technology.
Real People Behind It.

Great software shouldn't come with an endless learning curve and a support ticket that never gets answered. At Autobot, we help you import your contacts, configure your domain, and train your staff — with 1-on-1 Zoom support, phone calls, and email help whenever you need it. And because agents sell more than just Medicare and ACA, our cross-marketing tools help you promote every other line of insurance your agency offers, too.

Complementary Onboarding: We upload your client and lead lists and configure your A2P 10DLC registration — done for you.
1-on-1 Zoom, Phone & Email Support: Talk to a real person on your schedule — not a support ticket that never gets answered
24/7 Tech Support: Fast chat response whenever you work
Autobot CRM Community and Live Training
Collaborative insurance community & live training support1-on-1 & 24/7 Chat

Ready to Put Your Agency on Autopilot?

See how Autobot can help you attract more opportunities, automate the busywork, and build stronger client relationships. No contracts — cancel anytime.