Liberty Aid
“Thanks guys! Lovely. We used to have texts and emails being left unresponded to by agents haha”
The Challenge
Medicare agents earn renewal commissions every year an enrollee stays on their book. Without systematic retention, 10-15% of enrollees churn annually. On a 379-person book, that's 38-57 enrollees per year walking out the door, taking $350+ each in annual commissions with them. Liberty Aid needed to call every enrollee through a structured retention sequence, checking on carrier materials, confirming satisfaction, and identifying cross-sell opportunities. Doing this manually across hundreds of enrollees was not sustainable.
The Solution
Liberty Aid's RevRing agent Amy runs a 6-stage Medicare retention system built entirely in the visual conversation flow builder. Each stage is a distinct node in the flow with its own messaging, branching logic, and CRM field updates. Stage 1 confirms carrier materials received and establishes Liberty Aid as the point of contact. Stage 2 notifies policy approval and opens cross-sell conversations. Stages 3 through 6 run ongoing check-ins, surface new needs, and identify life changes that create cross-sell openings. At each stage, the agent calls custom tools to update the enrollee's GoHighLevel CRM record and automatically schedule the next call in the sequence. Cross-sell opportunities are identified across Hospital Indemnity, Cancer coverage, Dental/Vision/Hearing, Home Health, and Final Expense products. The agent's knowledge base spans all five product lines, carrier-specific rules, and Medicare regulatory details, so every cross-sell recommendation is informed and specific. All call handling runs within CMS regulatory compliance requirements. Before each cycle, test suites simulate all six stages with compliance edge cases like declined renewals and eligibility mismatches.