The same work, for any list of clients.

Tell Claude what you want in plain language, and we'll apply it across your entire targeted book of business.

MIT AGENT

Send a 30-day renewal reminder to all clients with Medicare Advantage plans expiring in November.
Look up everyone I’ve talked to about ANOC letters in the last 30 days and draft a check-in.
Send Turning 65 prep packets to everyone aging into Medicare in the next 90 days.
Try asking for:

47 CLIENTS MATCHED

MR

Margaret Roberts

Aetna Medicare Advantage · Nov 14

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JD

James Davies

Humana Gold Plus · Nov 18

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EL

Elena Lopez

UHC Choice · Nov 22

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RT

Robert Thompson

Aetna Medicare Advantage · Nov 25

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View all 47 clients

3 SAMPLE DRAFTS

Recordatorio de renovación de Medicare: Actúe antes del 14 de noviembre

Estimada Elena, espero que este mensaje le encuentre bien. Su plan actual de UnitedHealthcare Choice expira pronto...

Your Humana Gold Plus Plan expires on Nov 18

Hi James, I wanted to reach out personally regarding your upcoming Medicare renewal...

mail To: Margaret Roberts

Important: Your Aetna Medicare Advantage renewal approaches on Nov 14

Dear Margaret,

I hope this email finds you well. I'm writing to remind you that your current Aetna Medicare Advantage plan is set to renew in just over 30 days. As your advisor, I want to ensure you have the optimal coverage for the upcoming year without any unexpected rate changes.

I've already reviewed your prescription list and provider preferences against the 2026 plan filings, and I have two strong alternatives ready for you to compare.

Would you have 15 minutes this week to walk through them together?

info Auto-generated based on client profile