Connection Campaign
Audience targeting, regional search filters, and automated 50/50 invitation note hooks.
Medicare Agency In A Box: Partner Program
Connect with CPAs, CFPs, RIAs, and P&C brokers to build a reciprocal Medicare referral pipeline for clients aging into 65.
Medicare Agency In A Box: Agent Recruiting
Recruit licensed life and health producers looking for top-tier direct carrier vesting, turnkey CRM tools, and back-office agency quoting.
Medicare Agency In A Box: Partner Program Settings
Define outreach criteria, regional geography, profile exclusion filters, and the initial connection invitation note.
Partner Profiles to Connect With
6 of 6 ActiveGeographic Scope
LinkedIn SafeExclusion & Blacklist Filter
Profiles to Strictly AvoidOur algorithm auto-suppresses profiles matching these keywords to eliminate irrelevant invites.