An AI CRM thatactually does the work.
Your CRM keeps your clients’ names.You keep everything else.
Aiden prepares the work. You make the decisions.
A demo with RxCare,the team that builds Aiden.
You’ve beenthe CRM.
- The callback you promised.
- The client who might get flipped this year.
- The SOA you still need before the appointment.
- The refill you said you’d check.
None of it lives in the software.It lives with you.
If I forget it, nobody catches it.And it’s my name on it.
The job got bigger than one person’s memory.And the tool you were given only keeps what you type into it.
Your bookis already here.
You don’t have to begin with an empty CRM.
Your existing client book can already be available inside the platform, so you can begin using Aiden’s workflow around the book you already manage.
So the question isn’t whether you have time to start over.You don’t have to.
and it works with the HPM tools you already use
HPM Shop
Medicare Quote + Enroll
Aiden prepares the Medicare client workflow and connects you into HPM Shop when it is time to quote and enroll.
Lucie Health
ACA + Ancillary Quote + Enroll
Aiden manages the ACA client workflow and connects you into Lucie Health for quoting and enrollment.
Spark + AidenReach
Disruption information → client outreach
The plan changes on her before you hear about it.
Spark provides plan-disruption information. AidenReach uses that information to manage the appropriate client outreach through email and SMS.
You built that book one client at a time.You don’t have to build it twice.
Here’s the same daywith Aiden.
- At her kitchen table · Aiden Mobile
You met with her at her kitchen table. With her okay, you recorded the conversation from your phone.Aiden prepares the client record and the work that follows.
- Morning · Daily Briefing
You told a client you’d call her back about her drug list.In the morning, Daily Briefing can show you the work that needs attention, including overdue follow-up.
- Her record · Smart Progress
Open her record, and Smart Progress shows what is complete, what is missing, and what comes next.
- Her drug list · AidenRx Savings API
And her drug list?Aiden connects her prescription information to the AidenRx Savings API,allowing the workflow to move from “What medication does she take?”to “Is there a more affordable way for her to get it?”
- The call
So you make the call. The one you promised.
You start with a prioritized work queueinstead of a database.
Not anothergeneric CRM.
It is purpose-built around the actual Medicare and ACA workflow.
It handles the front door.
You’re with a client when the phone rings. Then it rings again.
Aiden Virtual Assistant can answer calls, identify what the client needs, schedule appointments, capture requests, and hand the agent a summarized interaction.
Aiden handles the front door. You handle what needs you.
It turns conversations into work.
You spend the drive home trying to remember what she said.
Aiden Notetaker identifies Medicare and ACA information during the client conversation and prepares structured updates for Review & Confirm.
You talk to the client. Aiden listens for the work.
It goes where you meet.
Your best conversations happen at a kitchen table, not a desk.
Aiden’s iOS and Android app gives agents a mobile workspace for in-person client meetings and work away from the office. The built-in Aiden Notetaker lets an agent record a client conversation directly from the phone.
Meet with the client. Aiden takes it from there.
It tells you what needs attention.
You open the book in the morning and wonder who needs you first.
Daily Briefing shows where to focus across the book. Smart Progress shows what each client has completed and what still needs action.
Daily Briefing tells you who needs you. Smart Progress tells you why.
It acts on the book.
Her plan changes, and you’d have called, if you’d known.
AidenReach manages proactive email and SMS outreach for retention, disruption, follow-up, and client-action workflows.
You’re guessing at what she filled this year.
Through RxCare’s Medicare claims capabilities, Aiden can add prescription activity, provider activity, and Part B and Part D deductible progress to the client record. More context. Less guessing.
The work gets done around you,and you stay the one it’s for.
AEP withoutthe scramble.
The AEP Dashboard gives the agent a book-level view of seasonal review readiness.
When a plan review needs your decision, it reads Agent Approval Required.The workflow cannot proceed until the licensed agent reviews and approves the result.
Don’t start AEP asking what you’re missing.Start knowing.
The questionsagents ask first.
The agent starts with a prioritized work queue instead of a database.
Aiden Notetaker prepares structured updates for Review & Confirm.Aiden prepares the analysis; the licensed agent approves the outcome.
You don’t have to begin with an empty CRM. Your existing client book can already be available inside the platform.
They do different jobs, together. Spark provides plan-disruption information. AidenReach uses that information to manage the appropriate client outreach through email and SMS.
You wouldn’t be starting from an empty CRM.Your book can already be there.Book a demo, then decide.
When the request requires a licensed agent or human intervention, Aiden hands it off with the context already collected.
Aiden’s iOS and Android app gives agents a mobile workspace for in-person client meetings and work away from the office.The built-in Aiden Notetaker lets an agent record a client conversation directly from the phone.
Something we didn’t answer?Ask it on the demo. That’s what it’s for.
What happenswhen you book.
You pick a timeon the demo calendar.
RxCareruns the demo.
See it,then decide.
Is Aidenfor you?
Built for you if
- You work Medicare, ACA, or both.
- You’re the one your clients call.
- You want the work prepared, and the decisions left to you.
- You’re an agent, or you work in an agency, serving Medicare or ACA clients.
Not built for you if
- You want software that makes the licensed decisions for you. Aiden is built to leave those with you.
- You’re looking for a CRM outside Medicare and ACA. Aiden is purpose-built around the Medicare and ACA workflow.
The list comes outof your head.
Picture starting the day with Daily Briefing to see who needs attention, then opening the client to see why in Smart Progress.A missed call can come back to you as a summarized conversation and a scheduled appointment.Aiden Notetaker prepares structured updates for Review & Confirm, not another thing to remember.
What’s left is the part only you can do:being the one your clients call.
Don’t just manage the book.Work the book.
You never made too many promises.The list was just in the wrong place.