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 Supplement clients, reminders are tied to their policy anniversary date with the frequency you choose — annual, every two years, or every three years. Clients can save their agent as a real contact right from the app, add a Home Screen widget for their next reminder at a glance, and even view their agent's info and plan summary with no signal — on a plane, in an elevator, anywhere reception drops. Your clients see your face, your name, and your contact information every time they open the app. When telemarketers call, your clients already know who their trusted Medicare resource is — you. Set it up once. Stay top of mind all year. Never lose a client to a competitor who called at the right moment.