For Medicare agents

Medicare Care Snapshot

You sell Medicare Advantage and Supplement plans, and the whole year bends around AEP — eligibility checks, plan comparisons, and getting enrolments finished before the window shuts.

$289one-time · yours to keep
Buy This Snapshot — $289Instant Access
Secure checkoutVISAAMEX
What you're gettingOne-time

Medicare Care Snapshot

Funnels & website6
  1. 1.Turning-65 guide lead magnet funnel
  2. 2.Eligibility check funnel
  3. 3.Plan review booking funnel (AEP)
  4. 4.Plan comparison request funnel
  5. 5.Medicare basics webinar / seminar funnel
  6. 6.Agency website (5 pages, TPMO disclaimer in header)
Email & SMS automation13
  1. 7.Speed-to-lead reply (consent-based, instant booking link)
  2. 8.Scope of Appointment request & e-signature workflow
  3. 9.Appointment reminder & prep sequence
  4. 10.Post-appointment follow-up sequence
  5. 11.Turning-65 campaign (starts 6 months before birthday)
  6. 12.AEP annual review campaign (Oct 15 – Dec 7)
  7. 13.Plan change (ANOC) review workflow (September)
  8. 14.MA Open Enrollment follow-up (Jan 1 – Mar 31)
  9. 15.Special Enrollment trigger workflow (moved, lost coverage)
  10. 16.Medigap birthday-rule reminder (states that allow it)
  11. 17.Post-enrollment onboarding sequence
  12. 18.Referral request & review workflow
  13. 19.Not-ready lead long-term nurture
CRM & calendars6
  1. 20.Enrollment pipeline (7 stages)
  2. 21.Annual review pipeline (existing clients)
  3. 22.Appointment calendar (in-person, phone, Zoom)
  4. 23.Google & Outlook calendar sync
  5. 24.Confirmation, reminder & reschedule links
  6. 25.No-show & cancellation rebook workflow
Lead capture4
  1. 26.Permission-to-contact form (consent captured)
  2. 27.Facebook & Instagram lead nurture
  3. 28.Missed-call text-back
  4. 29.Google Business Profile lead capture & review requests
AI3
  1. 30.AI booking assistant (general FAQs, booking, SOA link — no plan-benefit discussion)
  2. 31.AI website chatbot (eligibility & general FAQs — no plan-benefit discussion)
  3. 32.AI SMS conversation assistant (consent-based, books appointments)
Setup & compliance5
  1. 33.Medicare custom fields & smart lists (T65, AEP review due, SEP)
  2. 34.SMS opt-in & unsubscribe compliance
  3. 35.A2P 10DLC brand & campaign registration
  4. 36.SMS opt-in wording & compliance fields
  5. 37.TPMO disclaimer & call-recording notice templates

Every component is listed by name in What's included below.

Total components37
You pay
$289
Sound familiar?

The problem was never GoHighLevel. It was the blank account.

Where it breaks

Medicare does not fail on product knowledge. It fails on timing: the eligibility enquiry that sits for three days, the plan comparison nobody chased, the AEP list you meant to work in October, and the renewal that lapsed because nothing flagged it.

What this fixes

This snapshot puts the calendar in charge instead of your memory. Eligibility enquiries get answered and routed on arrival, AEP outreach runs on schedule, renewal reminders go out before the window closes, and every new enrolee is onboarded without you sending a thing.

Here's the shortcut

Import the Medicare Care Snapshot. 37 components built for Medicare agents — pipelines, funnels, calendars and the follow-up you keep meaning to write.

It's priced to be an easy yes — $289 for a finished GoHighLevel build, not a demo of one.

Buy This SnapshotInstant Access
The difference

Same account, one import later

Nothing here is exotic. It's the unglamorous automation every business needs and almost nobody finishes building.

Before
  • A blank sub-account and a weekend of clicking
  • Eligibility enquiries that sit for days before anyone replies
  • AEP outreach that only happens if you work the list
  • Consultations booked by phone and written down somewhere
  • Renewals that lapse because nothing flagged them
  • Missed calls that never get a reply
  • Referrals you keep meaning to ask for
After
  • A configured account in the time it takes to make coffee
  • Every eligibility enquiry answered and routed on arrival
  • AEP campaigns running on schedule, list and all
  • Consultation confirmations and reminders fire automatically
  • Renewal reminders sent before the window closes
  • Every missed call texted back automatically
  • A referral request goes out after every enrolment
Buy This SnapshotInstant Access
What's included

Every piece, already built

37 pre-built pages, pipelines, calendars and workflows — imported into your account in minutes.

Funnels & website

  • Turning-65 guide lead magnet funnel
  • Eligibility check funnel
  • Plan review booking funnel (AEP)
  • Plan comparison request funnel
  • Medicare basics webinar / seminar funnel
  • Agency website (5 pages, TPMO disclaimer in header)

Email & SMS automation

  • Speed-to-lead reply (consent-based, instant booking link)
  • Scope of Appointment request & e-signature workflow
  • Appointment reminder & prep sequence
  • Post-appointment follow-up sequence
  • Turning-65 campaign (starts 6 months before birthday)
  • AEP annual review campaign (Oct 15 – Dec 7)
  • Plan change (ANOC) review workflow (September)
  • MA Open Enrollment follow-up (Jan 1 – Mar 31)
  • Special Enrollment trigger workflow (moved, lost coverage)
  • Medigap birthday-rule reminder (states that allow it)
  • Post-enrollment onboarding sequence
  • Referral request & review workflow
  • Not-ready lead long-term nurture

CRM & calendars

  • Enrollment pipeline (7 stages)
  • Annual review pipeline (existing clients)
  • Appointment calendar (in-person, phone, Zoom)
  • Google & Outlook calendar sync
  • Confirmation, reminder & reschedule links
  • No-show & cancellation rebook workflow

Lead capture

  • Permission-to-contact form (consent captured)
  • Facebook & Instagram lead nurture
  • Missed-call text-back
  • Google Business Profile lead capture & review requests

AI

  • AI booking assistant (general FAQs, booking, SOA link — no plan-benefit discussion)
  • AI website chatbot (eligibility & general FAQs — no plan-benefit discussion)
  • AI SMS conversation assistant (consent-based, books appointments)

Setup & compliance

  • Medicare custom fields & smart lists (T65, AEP review due, SEP)
  • SMS opt-in & unsubscribe compliance
  • A2P 10DLC brand & campaign registration
  • SMS opt-in wording & compliance fields
  • TPMO disclaimer & call-recording notice templates
Why not the other options

Not just another “free” snapshot offer

There are two other ways to get a configured GoHighLevel account. Here's honestly how they compare.

Most free snapshot offers
  • One snapshot at a time
  • An affiliate sign-up, often
  • Days of hunting them down
  • Usually nobody to ask when it breaks
Building it yourself
  • Whatever you manage to finish
  • Weeks of your own time
  • Learning the platform in production
  • You debug it yourself
This snapshot
  • Built specifically for Medicare agents
  • One-time payment, $289
  • Imported in minutes, live within a day
  • Reach us for after-sales help
Buy This SnapshotInstant Access
The honest answer

Why is $289 of work only $289?

Fair question — it's the first thing we'd ask too. The build already exists. You're paying for the work, not for someone to sit down and do it again.

Which leaves two things worth saying plainly.

  • Priced to be an easy yes, not a hard sell

    The Medicare Care Snapshot is $289 — less than a single client invoice. Nothing is trimmed or gated behind a higher tier; what's listed on this page is what lands in your account.

  • Some people do hire us for more

    Some businesses need more than a starting point. They need a funnel built around their audience and what converts. That's our business; this snapshot is the sample.

No surprises. Nothing here is locked, trimmed or time-limited. What lands in your account after checkout is the finished build, not a demo of one.

Licence & usage

Use it for your business or your clients

Every snapshot, workflow pack and agent build is made for flexible use. Install it in your own GoHighLevel account, or deploy it in the client accounts you manage as part of your services.

Included

Your own account

Install this snapshot in your own GoHighLevel account and use it for your own business, for as long as you like.

Included

Your client accounts

Deploy this snapshot in the client sub-accounts you run, as part of the services you sell. No per-client fee and no limit from us.

Not allowed

Reselling it as a product

You cannot resell, publish or redistribute this snapshot itself as a standalone download, template or product.

A perpetual, non-exclusive licence — yours to keep, with no renewal. Full wording in the licence terms.
What happens next

Three steps, about a minute

  1. 01

    Buy now

    Fill in the purchase form right on this page and complete payment — no separate checkout page.

  2. 02

    Check your email

    Your snapshot link arrives within a minute or two of the payment clearing, along with your Stripe receipt.

  3. 03

    Import your snapshot

    Open the link while logged into GoHighLevel, pick the sub-account, confirm — and start using it.

Buy now

Get the Medicare Care Snapshot

One checkout, and the snapshot lands in your inbox minutes later.

What you're gettingOne-time

Medicare Care Snapshot

Funnels & website6
  1. 1.Turning-65 guide lead magnet funnel
  2. 2.Eligibility check funnel
  3. 3.Plan review booking funnel (AEP)
  4. 4.Plan comparison request funnel
  5. 5.Medicare basics webinar / seminar funnel
  6. 6.Agency website (5 pages, TPMO disclaimer in header)
Email & SMS automation13
  1. 7.Speed-to-lead reply (consent-based, instant booking link)
  2. 8.Scope of Appointment request & e-signature workflow
  3. 9.Appointment reminder & prep sequence
  4. 10.Post-appointment follow-up sequence
  5. 11.Turning-65 campaign (starts 6 months before birthday)
  6. 12.AEP annual review campaign (Oct 15 – Dec 7)
  7. 13.Plan change (ANOC) review workflow (September)
  8. 14.MA Open Enrollment follow-up (Jan 1 – Mar 31)
  9. 15.Special Enrollment trigger workflow (moved, lost coverage)
  10. 16.Medigap birthday-rule reminder (states that allow it)
  11. 17.Post-enrollment onboarding sequence
  12. 18.Referral request & review workflow
  13. 19.Not-ready lead long-term nurture
CRM & calendars6
  1. 20.Enrollment pipeline (7 stages)
  2. 21.Annual review pipeline (existing clients)
  3. 22.Appointment calendar (in-person, phone, Zoom)
  4. 23.Google & Outlook calendar sync
  5. 24.Confirmation, reminder & reschedule links
  6. 25.No-show & cancellation rebook workflow
Lead capture4
  1. 26.Permission-to-contact form (consent captured)
  2. 27.Facebook & Instagram lead nurture
  3. 28.Missed-call text-back
  4. 29.Google Business Profile lead capture & review requests
AI3
  1. 30.AI booking assistant (general FAQs, booking, SOA link — no plan-benefit discussion)
  2. 31.AI website chatbot (eligibility & general FAQs — no plan-benefit discussion)
  3. 32.AI SMS conversation assistant (consent-based, books appointments)
Setup & compliance5
  1. 33.Medicare custom fields & smart lists (T65, AEP review due, SEP)
  2. 34.SMS opt-in & unsubscribe compliance
  3. 35.A2P 10DLC brand & campaign registration
  4. 36.SMS opt-in wording & compliance fields
  5. 37.TPMO disclaimer & call-recording notice templates

Every component is listed by name in What's included above.

Total components37
You pay
$289

Fill in the form below to complete your purchase — your snapshot arrives by email within a minute.

Secure checkoutVISAAMEXEmailed in minutes.

Licence: use it in your own account and in your client sub-accounts. Reselling it as a standalone product is not permitted.

By purchasing, you'll receive this snapshot and a Stripe receipt by email.

Want every snapshot instead of just this one? Get all of them for $567 at /get-snapshots.

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Before you ask

Questions about the Medicare Care Snapshot

Can I install this in my clients' accounts?
Yes. Your licence covers deploying this snapshot across the client sub-accounts your agency runs, as part of the services you sell — there is no per-client fee and no cap from us. Install it in your own GoHighLevel account as well.
Can I resell it as a template or digital product?
No. The licence is perpetual and non-exclusive for your own and your clients' accounts, but you may not resell, publish or redistribute this snapshot itself as a standalone download, template or product. Charging clients for the work you do with it is fine — selling the thing itself is not.
What exactly is a GoHighLevel snapshot?
A snapshot is a fully configured copy of a GoHighLevel account that transfers into yours through a share link. Import it and GoHighLevel rebuilds all 37 components listed on this page — the funnels, pipelines, calendars, workflows and written messages — inside the sub-account you choose.
How much does it cost?
$289, one-time — not a subscription. Built from scratch, the same setup would run about $289.
How soon is it live after I buy?
The import link is emailed within a minute or two of payment, along with your Stripe receipt, and importing takes a couple of minutes. It isn't fully live the instant it lands, though — phone numbers, A2P 10DLC registration and the AI assistant's training still have to finish on GoHighLevel's side, so plan on about a day before everything is sending.
Do I need a GoHighLevel account already?
Yes — a snapshot is a GoHighLevel configuration, not a standalone file, so it needs an account to import into. You can buy before you have one; the link doesn't expire.
Will importing overwrite what's already in my account?
No. Imported into a fresh sub-account it builds everything cleanly, with nothing to undo. Imported into an account that already has assets, GoHighLevel adds the snapshot's items alongside your own rather than replacing them — so a new sub-account is the simplest way to start.
Can I edit the funnels, workflows and messages?
Yes — everything is yours to edit once imported. Your business name, offer and booking link are stored as custom values, so changing them in one place updates every message across the whole snapshot.
What if this isn't exactly my niche?
It's built for Medicare agents, but the appointment handling, missed-call text-back, review requests and reactivation flows are industry-agnostic and quick to relabel. Want one built specifically for your niche instead? Ask and we'll quote it.
Last thing

You can keep rebuilding the same account, or import the Medicare Care Snapshot tonight.

$289, one checkout. Nothing expires and there's nothing to cancel.

Buy This SnapshotInstant Access

(Secure checkout via Stripe. Instant access after payment.)

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