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AEP deadlines · IUL vs Roth · ACA SEP
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5 captions · your brand voice
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Disclaimers added · no guaranteed claims
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This Week · Scheduled
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Mon
Tue
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Incoming Leads
CRM
JM
Janet M. · Turning 65 guide
now
RP
Robert P. · ACA quote
1m
DL
Dana L. · Webinar RSVP
2m
CT
Carlos T. · IUL question
4m
Turning 65MedicareNew LeadSource: Blog
→ Added to Pipeline · welcome sequence started ✓
Pipeline
Auto
12
New
8
Contacted
5
Booked
3
Enrolled
New
Janet M.
Robert P.
Dana L.
Contacted
Carlos T.
Mary K.
Booked
Sam R.
Lena P.
Enrolled
Will B.
Follow-ups
Sending
Welcome sequence → Janet M.
composing…
Consult reminder → Robert P.
composing…
Annual review → 6 clients
composing…
Reach · 7 days
Live
Impressions 14.2kEngaged +38%
SCHEDULED
fFacebook
Turning 65? Your Medicare checklist
SCHEDULED
inLinkedIn
IUL vs Roth — what agents won't explain
SCHEDULED
GGoogle
Free webinar: Medicare made simple
SCHEDULED
fFacebook
3 ACA mistakes that cost you
SCHEDULED
inLinkedIn
Final expense: peace of mind

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