Customized Proposal for DE SEGUROS
Recover that 20%.
Protect Your Future.
The HIPAA-compliant ecosystem that organizes your operation, helps you keep your clients up to date during enrollment periods and, most importantly, gives you back your peace of mind.
The Current Reality: Doing It "By Hand"
Your Pain Points:
Working from 8 AM to 9 PM is costing you health and money. You lost 20% of your clients this year simply because you didn't have time to call.
You have 200 clients who must switch plans before December 31, 2026. It is humanly impossible to do it alone.
The PagoVision Relief: The 90/10 Rule
You speak with the client only when they are on Zoom, with the application ready, waiting for your signature and expert advice.
From "Overwhelmed" to "Organized"
Attack the List of 200
We solve the December 31st crisis immediately.
- Mass Contact: Calls/SMS to the 200 clients in 24h.
- Urgent Filtering: We identify who needs a change NOW.
- Full Agenda: Your calendar fills only with confirmed appointments.
Hybrid Receptionist
AI + Human Support so you never miss a call.
- Always On: We answer at 8 PM and weekends.
- 100% HIPAA: Secure record of every interaction.
- Cover NJ Support: Help with manual forms under your supervision.
Client for Life
Stop the 20% loss by being present automatically.
- Celebrations: Automated messages (Birthdays, Christmas).
- Education: Tips on benefit and card usage.
- Reminders: "Use your benefits before you lose them".
Designed for Your Peace of Mind (HIPAA)
HIPAA Compliant Vault
Your data is secure. Assistants work without direct access to sensitive data if you wish.
Event Automation
Never forget a birthday or Mother's Day again. The system sends love for you.
Content Machine
We educate your clients on Cover NJ and Medicare so they value your service all year.
Virtual Receptionist
AI answers immediately, filters the call, and books the appointment. You only handle what's important.
Smart Rescheduling
If a client cancels, the system automatically fills the gap with the waitlist.
Retention Radar
Alerts you if a client is at risk of leaving so you can act in time.
Your New Life with PagoVision
We stop the leak. No client leaves due to "lack of attention" or forgetfulness.
Go have dinner with your family. We handle the 5 PM to 9 PM shift.
Every single one of your 200 urgent clients will be contacted and processed before Dec 31.
Trust is Our Currency
"Before, December was my nightmare. With the PagoVision system, I renewed 98% of my portfolio without staying up until midnight filling out papers."
Patricia Howard — Inshurhub.org
"The fear of HIPAA paralyzed me when hiring help. Their system gave me the security and control I needed."
Mark S. — Bambini
Partnership Model
Standard
- CRM & Organized Database
- Automated SMS (Birthdays/Holidays)
- Standard Business Hours Support
- Email Support
Executive Partner (DE SEGUROS)
- Rescue Mission "The 200" (High Priority)
- 24/7 Hybrid Receptionist
- Daily Educational Content (Retention)
- HIPAA Security Vault
- Priority Phone Support
The Plan for December 31
1. Handover
Give us the list of the 200. We upload it to the secure HIPAA vault immediately.
2. Activation
AI starts calling and filtering now. We fill your agenda for Cover NJ and Medicare.
3. Completion
You close the policies. We ensure no one is left behind before the deadline.
"Don't let the 20% slip away again."
Leave the noise to us. You keep the relationships.