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MedaBooking.ai

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Choose one product screen at a time. Retention desk and Book of Business use sample clients; they are not a live customer account.

Retention desk screen: clients with a missed payment, days left before coverage ends, the next step with a call script, and buttons to log the outcome
Platinum

Retention desk

Every client with a missed payment gets a timeline to the end of their grace period. MedaBooking.ai 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
Open the full-size screen