A Tuesday in October, with SureBook.
Six appointments. Forty-one messages. Zero dropped balls. Here’s the whole day.
The briefing.
Before your first appointment, SureBook hands you Margaret's full story: what you promised, what she owes, what changed. Thirty seconds and you walk in sharp.
Margaret Ellison, 68
Client since 2016 · Annual review Thu
Draft, in your voice
"Hi Margaret — before Thursday, how's the knee coming along? And did Tyler start his first semester? I pulled the Plan G numbers you were weighing last fall…"
The voicemail.
Frank calls while you're in a meeting. By the time you're out: a structured note, an updated record, a task, and a drafted reply. Nothing retyped.
Reply drafted
“Hi Frank — got your message about the new prescription. I’m checking how it’s covered and will have an answer for you today…”
The lead.
Robert fills out your web form. SureBook builds the contact, pulls context, drafts the response. You hit send from the parking lot. You're first.
“Hi Robert — thanks for reaching out about your Medicare options. I’ve got some time this week…”
The referral.
A client mentions her sister is turning 65. SureBook heard it, linked the referral, and drafted the intro — before you forgot she said it.
From today’s call · Diane W.
“…oh, and my sister Carol turns 65 in March, she has no idea where to start…”
Intro drafted
“Hi Carol — your sister Diane mentioned you’re turning 65 in March. No pressure at all, but if it’s helpful I can walk you through how this works…”
The chase.
Susan's application has been stalled on a signature for three days. SureBook noticed, drafted the polite nudge, and queued it for your approval. You didn't track it. It did.
Client to-dos
Nudge, ready to send
“Hi Susan — just a friendly reminder that your application is waiting on one signature. Two minutes and you’re done. Here’s the link again…”
The SOA.
A client asks about plan options. SureBook flags that a Scope of Appointment is needed first, and tracks it to signature — timestamped for the audit file.
Email · Harold P.
“Can we go over my plan options when we talk Friday?”
Scope of Appointment needed before this conversation
What's actually left.
Your list has three items. Not thirty. Three things that genuinely need a human: a hard conversation, a signature, a judgment call.
Your to-dos
3 itemsEverything else already happened.
Home.
Notes written. CRM current. Every promise captured, every stall being chased. The nagging feeling is gone, because there’s nothing to nag.
Today · Tuesday, Oct 20
0 dropped41
Messages triaged
18
Notes written
14
Drafts approved
6.2
Hours handled
Grow the book. Keep the touch.
The founding cohort is 50 agents. Every one of them will run this AEP with notes that write themselves, leads answered in minutes, and a book where nothing slips.
$50/month, locked for life.
Founding rate never goes up — even after public pricing does.
A direct line to the founder.
Onboarding and support through AEP comes from Aaron, not a ticket queue.
A real say in the roadmap.
What we build next is shaped by this group.
First access to everything.
Plan-review and book-review tools land here first as they come online.
Public pricing will be $150/month when the founding cohort closes. Founding agents keep $50/month for life.
Cohort closes when AEP onboarding fills.
Apply for a Founding Agent SpotHIPAA compliant · Built by a SOC 2 audited company