Turn ACA Leads
Into Enrollments
….Effortlessly!
Powerful SMS & email automations will collect and confirm information to tee-up the best opportunities and get many to self enroll in our prebuilt forms. Our custom workflows will organize and prioritize your ACA opportunities. Once you enroll a member, retention campaigns will help keep those renewals coming in.
“I uploaded an old list of leads I never got a hold of or told me they weren’t interested on Friday. I enrolled 27 members over the weekend from the SMS automations. The automated texts collected a lot of information and made the enrollments very easy! I’m hooked!”
Melissa B.
Your ACA Automation Assistant
Sell More Effectively
Automations will qualify and serve up ready to enroll leads and prioritize leads who partially qualified themselves.
Cross Sell Consistently
Automate your cross-sell “asks” and get served up new opportunities automatically with our highly effective sequences.
Canned Responses
Easily respond to any SMS with a click. Customizable canned responses lets you work through your leads efficiently and effectively.
Get More Referrals
Our highly effective referral campaign will flood you with ACA referrals. Details and full automation built inside SAIL.
Boost Your Retention
Don’t get AOR’d. Sending strategic “check in” messages lets them know you care. If missing SS#, our automations will remind them.
Recycle your Missed Opportunities
Turn many of your non-responders and “no’s” into future opportunities on autopilot.
On Demand Trained Assistant
On demand access to appointment setters trained in SAIL to work your conversations and call your leads for an additional cost.
Calendar Booking Bot
Easily integrate your calendar and SAIL will schedule appointments through our automations with reminders to increase show rates.
“I’ve enrolled 110 members off of referrals in the last 30 days off of your leads (not including enrollments directly from the leads). This incentivized referral system is keeping my busy!”
Stan B.
LEADS
Generate, buy or send your own leads into SAILCRM.
Buy leads in SAIL
Purchase $3 Exclusive Real-Time TCPA Compliant ACA leads sent directly into your SAIL automations. All leads will have name, phone, email, address and date of birth.
Agents are currently closing an average of 7%-12% of these leads into enrollments. Minimum is 15 leads/day but we have several agents taking 50/day and one agent taking 150/day and still writing over 10% of his leads in to sales at that volume.
The secret is in how we generate the leads using programmatic advertising on niche media networks. Facebook is saturated and no one has figured out this source yet. Get it while it’s hot!
Send Your Own Leads
Upload a spreadsheet of your old leads easily. This should be the first thing you do to get instant results. You can post your own real-time leads that you generate yourself or purchase from your own vendor directly into SAIL.
Automatically Engage With Leads
Speed to lead is critical. SAIL will engage your leads immediately via text message and email to start qualifying them through a very complex rules based automation built out for ACA.
More importantly, your leads will NEVER slip through the cracks.
SAIL automations have 2 end goals:
1. Complete an enrollment form
Our automations are set to collect Date of Birth, Household Size and Annual Income via SMS and a custom survey link.
2. Book a meeting
If prospects aren’t engaging, the automations try to book an appointment on your calendar, automatically.
These automations are working behind the scenes 24/7 to get the cream to rise to the top so you can prioritize your highest value opportunities.
Efficiently Converse
with Leads
SAIL keeps all your text conversations organized in one central inbox.
This is where you respond to your leads where our automated campaigns don’t recognize their response.
One Organized Dashboard
Easily sort all overflow conversations with leads or messages from clients and reply quickly.
Canned Responses
Use our canned responses to easily overcome objections and reply with effective responses that automatically put your leads back in the automated campaigns.
This makes it easy for a virtual assistant to handle all your communications!
Power Dialer
Even though we’re sending automated texts, you should be power dialing your leads. Any missed calls are setup to forward to your main phone number.
Easily Manage Your
Workflow and Pipeline
From “New Lead” to “Ready To Enroll” and every status inbetween. SAIL intuitively shows you where every lead is in the process.
Automated Status Triggers
Our smart automations will move each lead from status to status based on the lead’s responses. Or if you get them on the phone, manually change the status via drag & drop or in the lead record and automations will be triggered based on your manual status change.
Prioritization of Leads
You’ll see your most valuable opportunities to focus your efforts on. Automatically know which leads are ready to enroll now.
Nurture and Retention
The leads you never got in contact with will continue to get contacted.. The clients you enroll will go into a retention sequence to help maintain your renewals and generate cross sale opportunities.
More Features Included
Appointment Booking Bot
Sync your calendar to SAIL and let the automations schedule more booked appointments WITH automated follow-up to make sure those appointments STICK. No need to pay for any calendar booking app when you have this feature that you can use outside of SAIL CRM as well.
Custom ACA Website
Get a beautiful ACA website, ready to go out of the box. All forms submitted on your site go directly into your automations. You can customize it all you want with the drag and drop website builder. All you need to do is register a domain name and follow our setup instructions.
Access To Trained Qualifier & Appointment Setter
We have trained telemarketers trained in SAIL CRM. They’re ready to call your leads and manage your conversations. They have a basic script in SAIL to qualify anyone who answers and status buttons that will move them to the next step in your pipeline. They’re trained to use our Canned Responses to manage your overflow text conversations as well.
Lease one of ours for 1 hour/day for 1 month for $250. Or hire a full-time one that works for you that we’ll train up for you. Do this all inside of SAIL.
Setup, Support & Customizations
1. Onboarding Call
Once you subscribe, you’ll immediately get a calendar link to schedule a 1 on 1 call to setup your CRM. This includes walking you through setting up your Twilio for calling and texting, connecting your calendar, setting up your website (if you need it), connecting your Facebook. We’ll also answer any questions you may have.
2. On Demand Training & Guided Tours
Recorded video training on how to use SAIL CRM and all of its features. As well as guided tours where you can click on any screen in SAIL “Learn About X” and on your screen it will guide you through a full tutorial on every button or tab and what it does. Perfect for hands-on learners.
3. Customizations
We understand that agencies have different needs. You can customize SAIL CRM to do whatever you want on your own…or pay us to do it for you. There’s an option inside SAIL to pay us to customize whatever you need it to do and we’ll make the changes for you.
Summary of Features
(included in your subscription)
- Unlimited Contacts
- Unlimited Team Members
- Unlimited Hosting for ALL Websites
- Unlimited Forms
- Unlimited Support
- Plug & Play ACA Sales Automations
- Advanced Appointment Automation
- Drag & Drop Website Builder
- Communication Center
Additional Usage Costs for
Phone, SMS and Email
Beyond the monthly subscription, the only ongoing costs are your phone, email and SMS usage.
- Text: $0.009 ea.
- Email: $0.000 ea.
- Local Voicemail: $0.0156 ea.
- Toll-Free VM: $0.0156 ea.
- Toll-Free Number: $2.00 ea.
- Toll-Free Minutes: $0.0156 ea.
- Local Number: $1.00 ea.
- Local Minutes: $0.0156 ea.
Pricing
$97/mo
+ $200 Setup Fee
- – Full access to SAIL
- – Setup fee covers a Zoom onboarding call to customize your SAIL and get you off to a fast start.
- – All automations and training.
- – Unlimited lead posts or uploads.
- – Unlimited Support. Weekly live user Zoom call + email support.
- – Access to SAIL CRM trained assistants.
- – Access to vetted TCPA compliant ACA lead sources.