Automation sounds fancy, but it’s just a smarter way of doing what you’re already trying to juggle.
Here’s what our agents use automation for every single day inside OmniReach (our free CRM):
✅ 1. Auto-Follow Up With Every Lead — Without Lifting a Finger
Every time a new lead fills out a form, comes in from a Facebook ad, or RSVP’s to a Medicare 101 event, OmniReach automatically:
- Sends a text confirming you received their info
- Emails them with a scheduling link
- Notifies you instantly so you can call when it’s fresh
No more leads slipping through the cracks. No more “who was that guy from last Tuesday?”
📅 2. Appointment Reminders That Reduce No-Shows
Ever had someone book with you… then disappear?
OmniReach sends:
- Automated reminders 24 hours and 1 hour before the appointment
- Text links for rescheduling
- “Still on for today?” nudges to keep them warm
This alone can increase your appointment show rate by 20% or more.
🔁 3. Client Check-Ins That Happen Like Clockwork
Want to keep your book of business loyal? Stay in front of your clients — automatically.
With OmniReach, you can:
- Set up birthday or policy anniversary emails
- Send pre-AEP review reminders
- Follow up post-enrollment with check-in texts
- Even trigger referral requests a few weeks after they enroll
It all runs on schedule… while you’re busy helping someone else.
🏷️ 4. Tag and Segment Clients for Smarter Marketing
OmniReach lets you tag contacts by:
- Plan type (MAPD, Med Supp, PDP)
- Carrier
- ZIP code or county
- Enrollment status
Want to send a quick broadcast to all clients with Humana PDPs before AEP?
Done.
Want to check in with folks in a specific service area?
Easy.
🔥 5. Stay Compliant With Audit-Ready Records
CMS compliance isn’t optional — but OmniReach makes it easy.
- Every contact is time-stamped
- Every conversation is logged
- You can store SOAs, applications, and notes in one place
Need to pull up proof of contact or a timeline? You’re covered.
🆓 And Yes — TMS Agents Get OmniReach CRM for Free
We don’t nickel-and-dime our agents for basic business tools. When you partner with TMS Insurance Brokerage, you get OmniReach at no cost — with built-in Medicare-specific automations and done-for-you workflows.
No subscriptions. No tech headaches. No gatekeeping.
Our onboarding team even helps set it up for you, so you can hit the ground running.
🧭 Final Word: The Right CRM Doesn’t Just Organize You — It Multiplies You
When you’re wearing 12 hats, automation becomes your assistant.
Your follow-up person.
Your scheduler.
Your retention manager.
A powerful CRM for Medicare agents doesn’t just store data. It helps you grow — without growing your burnout.
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