Medicare AEP Admin Support

Keep Your Licensed Agents Selling — Not Buried in Admin.

Get dedicated AEP support for lead follow-up, appointment scheduling, CRM updates, confirmations, and back-office work so your agents can stay focused on enrollments.

Get an AEP Admin Support Specialist starting at $995/month.

Get My AEP Support Book today and get $250 OFF your first month.

Trained. Vetted. Managed by Vitalis.

Lead Follow-UpPermitted follow-up keeps moving before AEP.
Confirmed AppointmentsFewer no-shows on your agents’ calendars.
Back-Office HandledCRM, documents and admin stay current.
FREE DISCOVERY CALL

Get Your Agency AEP-Ready.

Tell us about your agency, your CRM and your AEP volume. We’ll show you what a trained AEP Admin Support Specialist can take on.

Your next step is a Discovery Call with Vitalis.

AEP Admin Support  |  Lead Follow-Up  |  CRM Management  |  Appointment Confirmations  |  Back-Office Support

Who’s Following Up on Every Lead Before AEP?

Who updates the CRM?
Who confirms every appointment?
Who follows up when a prospect doesn’t respond?
Who keeps documents and admin moving?
Who makes sure your licensed agents aren’t buried in back-office work?

If the answer is “me” or “nobody,” your producers are spending valuable selling time on admin.

Your licensed agents should focus on enrollments. Your support team should handle the rest.

Give Your Producers Their Selling Time Back.

01 / 06

Lead Follow-Up

Keep permitted follow-up moving so leads don't sit untouched.

02 / 06

CRM Management

Update notes, statuses, tasks and follow-up dates.

03 / 06

Appointment Scheduling

Keep calendars organized and appointments moving.

04 / 06

Appointment Confirmations

Confirm appointments and help reduce no-shows.

05 / 06

Document Support

Organize administrative documents and records.

06 / 06

Back-Office Admin

Handle repetitive daily work that pulls agents away from selling.

Get Support Without Adding Another Person You Have to Manage.

Vetted

We screen for communication, reliability, experience and fit.

Trained

Your specialist learns your CRM, workflow, scheduling process and admin responsibilities.

Managed

Vitalis stays involved with performance, accountability and ongoing support.

Ready for AEP

Add dedicated admin capacity before your busiest season hits.

Starting at $995/month
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Get Your Medicare Agency AEP-Ready

Stop paying licensed producers to spend their day on CRM updates, confirmations and paperwork. Get an AEP Admin Support Specialist starting at $995/month.

Book today and get $250 OFF your first month.