Simplify your Medicare business and save hours every week

The Medicare Growth System gives agents one connected platform and a community of support to automate follow ups, stay organized, and grow faster with less stress

👆See how agents are saving 10+ hours a week and never losing a renewal.👆

A Message from Derek & Justin

Why We Built the Medicare Growth System

Medicare Agent,

You know how easy it is to get buried in calls, renewals, and follow-ups. That’s exactly why we built the Medicare Growth System to help agents stay organized, automate follow-ups, and manage their entire book of business in one simple place.

We’ve already helped hundreds of agents save time and get control of their workflow, and we’d love for you to see how much easier it can be.

You can get started free to explore the full system, or book a demo if you’d like us to walk you through it first.

When you join, our team sets everything up for you and connects you with the Medicare Growth Community where agents share tips, get training, and grow together.

Our goal is simple help you save time, stay organized, and focus on what matters most: your clients.

– Derek & Justin

Founders, ClickUpLocal

What’s Included

One platform. Everything you need

  • CRM pipelines for leads, clients, and renewals (ready to use)

  • Automated texts, emails, and reminders that run for you

  • Built-in phone and texting with HIPAA-compliant workflows

  • Smart calendar and booking with confirmations and rescheduling

  • Professional Medicare website templates with your branding

  • AI templates for outreach, follow-ups, and renewals

  • Unlimited contacts, calendars, and users

Most Platforms Leave You to Figure It Out. We Don’t.

Two Parts That Make It Work

Part 1: The Platform

Built specifically for Medicare agents. Your account comes preinstalled with pipelines, calendars, and automations so you can run your day without guesswork.

Want a quick walkthrough instead?

Part 2: The Community

Your space to learn, ask for help, and grow. Join live group trainings, get support from other agents, and access ready-to-use templates and lessons.

Ready to learn at your own pace?

Getting started should feel easy.

After activation, we schedule a Fast Start Meeting where a specialist works with you one-on-one to:

Personalized Coaching

Accelerate your learning with four one-on-one Zoom sessions with an account expert.

Direct Access

Receive 30 days of live chat support with our team for priority assistance.

You’ll leave your first call with your clients imported, automations running, and a clear action plan.”

Here’s What’s Actually Included (and What It’s Worth)

Everything you need to run your business like a top-producing Medicare agency — for less than the cost of one client a month.

ClickUpLocal Platform = $297/month

Medicare Automation System = $497 setup

Training Course + Step-by-Step Videos = $997 value

Community + Group Support = $497 value

Templates + AI Tools (email, SMS, ads) = $997 value

Total Value = $3,285+

👉 Your Price: $97/month after free 14-day trial

Frequently Asked Questions

Find Answers to Your Questions About AEO 2026's Innovations and Services

Is the platform only for Medicare agents?

Yes. The system is built for Medicare workflows, renewals, and compliance friendly communication

Do I need tech skills?

No. We set it up with you and provide step by step training inside the community

What happens if I decide it is not for me?

You can cancel any time before your billing date. Your data remains yours

Can my team join?

Yes. You can add unlimited users and calendars.

Is my data secure?

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See how real Medicare agents are transforming their business.

Pamela is a Medicare agent who used to struggle with the chaos of AEP. Here’s how the system changed everything.

“Hi, I just want to take a moment to share how grateful I am to have a system in place that Derek built for me.

Every AEP felt overwhelming. Between sticky notes, follow-ups, and trying to track clients, it was so easy to lose prospects. I knew I needed a better way to stay organized.

The automations inside this system take care of everything. From client retention, to follow-ups, to reminders—it keeps me from dropping the ball during the busiest season.

It’s not just for me, either. If I have assistants working with me, they can easily see where I left off, create tasks, and keep everything moving without confusion.

Now, everything is in one place. Instead of scrambling, I feel in control. Honestly, I cannot imagine AEP without this system or without Derek helping me set it up.”

-Pamela Macias

Medicare Agent

Your Success Is Guaranteed!

You have nothing to lose, except wasted time.

✔ Free 14-day trial, no risk
✔ Cancel anytime before the trial ends, no charges
✔ No contracts, no hidden fees
✔ HIPAA-conscious workflows for peace of mind

Try the full system free for 14 days. If you don’t save at least 10 hours in your first two weeks, you pay nothing. No contracts. No hidden fees. Just results.