All Case Studies
Medicare Insurance
Liberty Aid
1 month (initial deployment)Visit website
$568K+
pipeline generated
The most sophisticated workflow on the platform: a custom 6-stage Medicare retention system where AI schedules and executes progressive follow-up calls, with per-stage CRM tracking and automated cross-sell opportunity identification.
Highlights
6-stage retention flow — the most complex workflow on the platform
Protecting $530K+ in lifetime renewal commissions
Cross-sell pipeline identifies Hospital Indemnity, Cancer, Dental, and more
Custom CRM field sync for every retention stage
Results Summary
Book Value Protected$568,600+
Enrollees Under Management379
Annual Renewal Value$132,650
Lifetime Book Value$530,600
Cross-Sell Pipeline$38,000
Retention Stages6
Cross-Sell Products5
Initial Calls Placed73