Insurance-Specific Open Enrollment Campaign
During open enrollment periods, target patients by insurance type with relevant messaging: stay in-network, switch to ac
ComplexHealthcareSaves 15-25 hours/week
What This Automation Does
During open enrollment periods, target patients by insurance type with relevant messaging: stay in-network, switch to accepted plans, maximize new benefits. Retention + acquisition.
How It Works
1
Open Enrollment Period
October–December annual window
2
Segment by Insurance
Current patients by plan type
3
Stay With Us
We accept your plan — here's what's covered this year
4
Benefits Reminder
New year, new benefits! Schedule now
5
Switching Patients
We now accept Plan X — spread the word
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$649/mo
Medical (HIPAA Compliant) plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
- HIPAA compliance, BAA & encrypted data handling
One-Time Setup Fee
$1,499
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
HIPAA
All patient data encrypted in transit and at rest. BAA available for all integrations.