Automated Follow-Ups & Sequences

Your Clients Deserve Consistent Communication. Your Schedule Demands Automation.

You know the drill. During Open Enrollment, you are working 14-hour days quoting plans and submitting applications. The rest of the year, you mean to follow up with clients, send birthday messages, and cross-sell ancillary products, but there are only so many hours in the day. Meanwhile, clients who feel neglected start shopping around.

HIBCopilot’s automated follow-up engine ensures every client and prospect receives the right message at the right time, whether you are at your desk or on vacation.

Drip Campaigns That Run on Autopilot

Build multi-step email and SMS sequences that trigger based on real events in your business:

• Post-enrollment welcome series — Automatically send onboarding emails after a client’s policy goes active, including how to use their benefits, find in-network providers, and reach you with questions
• Quote follow-up sequences — When a prospect receives a quote but has not enrolled after 48 hours, a friendly reminder goes out. Then another in 5 days. Then a final “rates may change” nudge before the enrollment deadline
• Lapsed lead re-engagement — Prospects who went cold 6 months ago receive a “checking in” sequence when the next enrollment period approaches
• Post-SEP onboarding — Clients who enroll through Special Enrollment Periods get a tailored sequence that differs from OEP enrollees

Each sequence can include emails, text messages, voicemail drops, and internal task reminders for your team, all in a single workflow.

Birthday, Anniversary, and Milestone Messages

Small gestures build loyalty. HIBCopilot automatically sends personalized messages on:

• Client birthdays — A simple “Happy Birthday” text or email keeps you top of mind
• Policy anniversaries — Celebrate the date they became your client
• Enrollment milestones — Acknowledge their first year of coverage or congratulate them on renewal

These touchpoints take zero effort from you once configured, but they make clients feel valued and dramatically reduce churn.

Cross-Sell Sequences That Grow Revenue

After a client enrolls in a health plan, the opportunity does not end. HIBCopilot can automatically trigger cross-sell sequences for:

• Dental and vision plans — 30 days after health enrollment
• Life insurance — Targeted to clients with dependents
• Medicare supplements — When clients approach age 65
• Short-term disability or accident plans — For self-employed clients

Each sequence is tailored to the client’s profile, so a single 25-year-old gets different recommendations than a family of four.

Two-Way Texting From a Unified Inbox

Your clients text. A lot. HIBCopilot gives you a dedicated business number for SMS that feeds into your unified inbox alongside emails, Facebook messages, and more. Clients reply to your automated texts, and you respond from one place. No more juggling your personal phone, email, and social media accounts.

Satisfaction Surveys and Feedback Loops

Automatically send satisfaction surveys after key milestones: 30 days post-enrollment, after a service interaction, or after renewal. Positive respondents get funneled into your review request sequence. Negative respondents trigger an internal alert so you can address concerns before the client leaves.

Set It Once. Benefit Forever.

The average broker spends 8 to 10 hours per week on manual follow-up tasks. HIBCopilot reclaims that time while delivering more consistent, more personalized communication than you could ever manage manually. Your clients get a better experience. You get your evenings back.