Opt-out guard
STOP, "not interested", "wrong number", insults and legal threats are caught before anything is sent. The lead is tagged, every drip stops, and no reply goes out. Fewer complaints means a healthier number.
For health and life insurance agents
Your leads text back at 9:40 PM. MedaBooking answers.
MedaBooking replies to your leads in PitchPrfct with your approved wording, books interested ones on your Cal.com calendar, and stops the texts that get numbers flagged.
Runs on your own PitchPrfct, number and calendar. Card required, nothing charged for 7 days.
MG
Maria G.Lead from Tuesday's campaign
Hi, this is Sophie. Carriers like Blue Cross Blue Shield, Cigna and UnitedHealthcare released new plans. Did you want to see the options?
Yea
Great. Did you want to review individual, or family plans?
Just me
Sure thing. For accurate pricing, may you please provide your bday and zip code?
11/23/71 33166
For a private PPO, plans range from $180-$354/month. A quick 10-minute call would narrow it down. Would today or tomorrow work better?
tomorrow at 3
Sounds good, I have your appointment set for tomorrow at 3:00 PM.
Booked on your calendar
- Works inside your PitchPrfct
- Books into your Cal.com
- Medicare questions go to you
- English and Spanish
How it works
Set up in an afternoon. Then it works every night.
MedaBooking connects to the tools you already pay for. Your leads, your number and your wording stay yours.
Connect PitchPrfct
Paste your PitchPrfct API key. MedaBooking reads incoming texts and replies from your own registered number.
Connect your calendar
Link Cal.com so MedaBooking offers real open times in the lead's time zone and books them for you.
Choose your wording
Use your own templates, or on Platinum install the full playbook of tags, drips and replies.
Get "Needs you" alerts
When a lead asks for a call or a question needs a licensed agent, you get a text right away.
Answers and books
Every reply gets an answer, in your words
Leads say "Yea", "For what?", "Is this AI?" or "Call me now". MedaBooking recognizes the replies insurance leads really send and answers with the templates you approve, then moves them toward a booked call.
- Collects birthday and zip code, then shares your price range
- Books in the lead's time zone, sends reminders and follows up on no-shows
- Handles reschedules, "busy right now" and "next week" with your calendar link
- Hands Medicare, 65+ and complex questions to you instead of guessing
Do this include dental as well
Yes, dental and vision can be added, and our Senior Benefit Specialist will go over those options with you. Would today or tomorrow work better?
Is this AI?
I'm Sophie, the scheduling assistant. The specialist is a licensed agent, and he is the one you'll talk to.
No, you can call me now
Sure thing. Our Senior Benefit Specialist will call you as soon as he is available.
You get a "call now" alert
Workflow checker and daily scorecard
MedaBooking checks that your drips remove their tags and stop when they should, and sends a daily scorecard with replies, bookings and your opt-out rate so you catch problems early.
Meda, your assistant
Ask Meda how many leads booked this week, which template answers a message, or what your pipeline looks like.
Spanish
Leads who write in Spanish get answered in Spanish, with Spanish drips.
Retention desk
Tracks every client with a missed payment and plans the texts, emails and calls around their grace period.
Carrier email reader and Book of Business
Carrier emails in Outlook update your Book of Business and the Retention desk by themselves, so you know who is active, who is late and who needs a call.
Full PitchPrfct setup
The complete playbook of tags, drips and estimate workflows installed into your account.
Lead collection
Fresh self-employed leads, like truckers, realtors and contractors, gathered from public business records every hour. Only mobile numbers are kept, every number is checked against the Do Not Call and known litigator lists, and each lead is sorted by time zone and loaded into your PitchPrfct with its source tag. You choose how many per day and can pause it anytime.
Real screens
What you see every day
These are the actual MedaBooking screens. The Retention desk and Book of Business are shown with sample clients.
Platinum
Retention desk
Every client with a missed payment gets a timeline to the end of their grace period. MedaBooking tells you the next step, writes the text or email, and gives you the call script.
- Shows how many days are left and who needs you today
- Logs every text, email and call, and counts the policies you saved
- Imports everyone tagged "Payment missed" in PitchPrfct
Platinum
Book of Business and carrier emails
All your policies in one list, with what is in force each month and what is at risk. Connect Outlook and carrier emails about missed payments, cancellations and approvals update the list by themselves.
- Import your sheet or add policies by hand
- Missed payments go straight to the Retention desk
- Download it any time for Google Sheets
The City
Your whole pipeline, alive on one screen
The City is a live map of your business. Leads, texts and bookings move through it as they happen. Click any robot to follow it, zoom into a district, or ask Meda what changed today.
See it move
New replies, booked calls and leads that need you show up the moment they happen.
Locked features show an Upgrade button
Every package uses the same City. Upgrade and new features turn on within a minute, with no new download.
Light enough for any laptop
Lite mode keeps it smooth on older computers while you dial and text.
Built by an agent
Built inside a working insurance agency, for the leads who text back after hours.
MedaBooking was built and tested on a real health insurance pipeline and real replies from real leads. Every rule it follows came from a conversation an agent once had to answer by hand.
Pricing
Pick a package. Try it free for 7 days.
One City for every package. Upgrade or downgrade anytime, and the change takes effect within a minute.
Guard
For agents who text their own leads and want their number protected.
$199.95/ month
7 days free, then $199.95 a month. Cancel anytime.
Start 7-day free trialWhat's included
- City dashboard
- Workflow checker
- Daily scorecard and opt-out rate watch
- Opt-out guard (opt-outs, insults, off-topic texts)
- AI reply bot (English) (not included)
- Booking in the client's time zone (not included)
- Reminders and no-show follow-up (not included)
- Meda assistant (not included)
- Spanish bot and Spanish drips (not included)
- Retention desk (not included)
- Carrier email reader (not included)
- Book of Business (not included)
- Lead collection (mobile-only, Do Not Call and litigator checked) (not included)
- Full PitchPrfct setup with automatic tag replacement (not included)
- Early access to new features (not included)
Closer
For agents who want every reply answered and every interested lead booked.
$399.95/ month
7 days free, then $399.95 a month. Cancel anytime.
Start 7-day free trialWhat's included
- City dashboard
- Workflow checker
- Daily scorecard and opt-out rate watch
- Opt-out guard (opt-outs, insults, off-topic texts)
- AI reply bot (English)
- Booking in the client's time zone
- Reminders and no-show follow-up
- Meda assistant
- Spanish bot and Spanish drips (not included)
- Retention desk (not included)
- Carrier email reader (not included)
- Book of Business (not included)
- Lead collection (mobile-only, Do Not Call and litigator checked) (not included)
- Full PitchPrfct setup with automatic tag replacement (not included)
- Early access to new features (not included)
Platinum
For agents who sell in English and Spanish and want to keep every client.
$499.95/ month
7 days free, then $499.95 a month. Cancel anytime.
Start 7-day free trialWhat's included
- City dashboard
- Workflow checker
- Daily scorecard and opt-out rate watch
- Opt-out guard (opt-outs, insults, off-topic texts)
- AI reply bot (English)
- Booking in the client's time zone
- Reminders and no-show follow-up
- Meda assistant
- Spanish bot and Spanish drips
- Retention desk
- Carrier email reader
- Book of Business
- Lead collection (mobile-only, Do Not Call and litigator checked)
- Full PitchPrfct setup with automatic tag replacement
- Early access to new features
Card required to start the trial. You're charged on day 8 unless you cancel before then, and you can cancel anytime from your account. Monthly plans renew each month and cancellation takes effect at the end of the paid month. One free trial per agent. You need your own PitchPrfct account with a registered texting number and your own Cal.com account. Those are billed separately by those companies.
| Feature | Guard | Closer | Platinum |
|---|---|---|---|
| Every package | |||
| City dashboard | Included | Included | Included |
| Workflow checker | Included | Included | Included |
| Daily scorecard and opt-out rate watch | Included | Included | Included |
| Opt-out guard (opt-outs, insults, off-topic texts) | Included | Included | Included |
| Closer and up | |||
| AI reply bot (English) | — | Included | Included |
| Booking in the client's time zone | — | Included | Included |
| Reminders and no-show follow-up | — | Included | Included |
| Meda assistant | — | Included | Included |
| Platinum only | |||
| Spanish bot and Spanish drips | — | — | Included |
| Retention desk | — | — | Included |
| Carrier email reader | — | — | Included |
| Book of Business | — | — | Included |
| Lead collection (mobile-only, Do Not Call and litigator checked) | — | — | Included |
| Full PitchPrfct setup with automatic tag replacement | — | — | Included |
| Early access to new features | — | — | Included |
FAQ
Questions agents ask
Do I need my own PitchPrfct account?
Yes. MedaBooking works inside your PitchPrfct, with your number and your contacts. Nobody else's account or number is ever used, and no other agent can see your leads.
Will it use someone else's wording?
No. You use your own templates and workflows. Platinum adds the full playbook of tags, drips and replies if you want it.
What happens with Medicare questions?
MedaBooking does not answer them. Medicare, Medicaid and 65+ questions are sent to you with a "Needs you" alert, so a licensed agent always handles them.
Does MedaBooking pretend to be a person?
No. When a lead asks, it says it's the scheduling assistant and that the person they'll talk to is a licensed agent.
What if a lead says stop or gets angry?
Nothing is sent. The lead is tagged Not interested or opted out, every drip stops, and the text is counted on your scorecard.
How does the free trial work?
Pick a package and enter a card. You pay nothing for 7 days, you get a reminder on day 5, and you can cancel from your account before day 8 to pay nothing at all.
Where do collected leads come from?
Lead collection on Platinum gathers self-employed business owners from public records, keeps only mobile numbers, and removes anyone on the Do Not Call or known litigator lists. These leads did not ask to be contacted by you, so check your state's rules and your carriers' rules before you text or call them.
Who is responsible for texting rules?
You are. MedaBooking helps you honor opt-outs and quiet hours, but you are responsible for having consent to text your leads, your licenses, A2P registration and your carriers' rules.
Stop losing the leads who text back late
Start your 7-day free trial, or book a 20-minute demo and see a real conversation.