Your ACA agencydoesn't need more effort.It needs to see where growth gets stuck.
A 4-hour online session for ACA agency owners and agents to map operational bottlenecks and get ready for the next Open Enrollment.
Starts in
What you take away
Diagnosis, bottleneck map, and a 60-day plan.
The problem
More demand is not more growth.
When the operation is leaking, more leads become more chaos. Open Enrollment only makes that visible.
Will your agency arrive prepared, or improvise again?
4-dimension diagnosis
Look inside your agency.
Before buying another tool or hiring more people, map where the operation is leaking.
01
Leads & Acquisition
Where they come in, how they are assigned, where they are lost.
02
Service & Channels
WhatsApp, phone, SMS, email — under real control.
03
Pipeline & Follow-up
How opportunities move, stall, or disappear.
04
CRM, automation & AI
What to automate first without hiding the mess.
What you build
In 4 hours, you leave with clarity.
This is not a lecture. It is a practical session with a real map of your operation at the end.
- 01
Operational bottleneck diagnosis
- 02
ACA commercial flow map
- 03
Open Enrollment readiness checklist
- 04
Action prioritization
- 05
CRM, automation, and applied AI perspective
Agenda · July 14
How the 4 hours work.
Where your agency is stuck
Real symptoms of stalled growth.
The ideal ACA operation flow
From lead journey to renewal.
The bottleneck map
A practical matrix to identify leaks.
Plan for the next 60 days
Priorities before Open Enrollment.
Why now
Waiting until November means arriving late.
Open Enrollment demands speed, control, and consistency. Organize the process before the season starts.
Until Open Enrollment
Who it is for
Made for people who sell ACA and want to scale with method.
It is for you
- ACA agency owners
- Agencies with multiple agents
- Operations with WhatsApp as a central channel
- Teams that receive leads but lose them in follow-up
- People who want to use CRM, automation, and AI with method
It is not for you
- People looking for a generic lecture
- People who do not work with ACA
- Get-rich-quick promises
- People who think a tool fixes a broken process
Who leads it
CRMDAY
We structure commercial operations with CRM, automation, and artificial intelligence, moving companies and agencies from improvisation-based growth to clarity, control, and scale.
ACA · Health · Medicare · Life · Omnichannel service.
Included
- Live workshop participation
- Bottleneck diagnosis framework
- Open Enrollment readiness checklist
- Action prioritization model
- Initial 60-day plan
Bonus
ACA Growth Readiness Checklist
Assess channels, CRM, follow-up, and automation.
Agency Bottleneck Map
Where time, leads, and opportunity are lost.
60-Day Plan
A priority roadmap before the season.
Registration
Reserve your seat.
Seats for owners and agents who want to enter the next season with more clarity, control, and predictability.
- July 14
- 4 hours · online · live
- $199
FAQ
Before you register.
Last call
Growth does not unlock itself.
July 14 · 4 hours · $199 — to look inside the operation and leave with a plan.