The Colony
Live districts, walking robots, scorecards and a prioritized “Needs you” list. It prepares replies and lets you request server actions, but never independently texts clients.
See the real ColonyFor health and life insurance agents
See your agency.
Keep every next step clear.
The Colony shows your pipeline. AI-assistant handles approved replies and scheduling. You stay in charge of advice, tricky conversations, and what gets sent.
Your own PitchPrfct, number and Cal.com. Every agent chooses their own assistant name. Features depend on your plan and connected services.
The ColonyProduct preview
See the workDistricts, counts and crew
Know your next stepCalls and human handoffs
- Works inside your PitchPrfct
- Books into your Cal.com
- Medicare questions go to you
- English and Spanish
One system. Clear responsibilities.
The Colony observes. AI-assistant acts. You decide.
A dashboard should not quietly become a texting bot. Each part has a clear job, and human review stays a real boundary.
AI-assistant
Uses approved wording inside PitchPrfct, moves the conversation toward a call, and books through Cal.com. Sensitive questions go to the licensed agent instead of a guess.
Explore AI-assistant’s capabilitiesHow it works
Your accounts. Your workflows.
One verified setup.
Connect your tools, choose the conversation paths and approve the actions before activation. Your leads, your number and your wording stay yours.
Connect PitchPrfct
Use your own account, API key and approved texting number. Verify incoming replies, opt-out handling and your lead-intake workflow before the AI-assistant goes live.
Choose your calendar
Choose Cal.com or Calendly, your event type and time zone. Connect your own Google Calendar through the selected scheduler for availability and invitations.
Cal.com booking is supported. Calendly links are supported; direct Calendly booking and Google authorization need additional verified setup and are not activated by this website.
Choose workflows & wording
Select the paths you need: new lead, interested, gathering information, booking-link follow-up, reminders, cancellation, rescheduling and no-shows. Choose your assistant's name and review English or Spanish templates included in your package.
Approve tags & workflow actions
Review automatic removal of old stage tags, the next stage tag, and which provided drips start or stop. A confirmed booking stops booking-chase drips; opt-outs always stop outreach. Only mapped, approved workflows are activated.
Get “Needs you” alerts
Receive the configured handoff alert when a lead requests a person, asks a sensitive question or needs a booking checked. Choose the destination and test alert delivery before relying on it.
Verify booking & confirmation
Track three different events: booking link sent, appointment confirmed by the calendar, and confirmation message sent. A sent link is never counted as a booked appointment.
Waiting for the client
The approved booking link was sent successfully. Keep the lead in Booking LINK; no appointment is claimed.
Verified by the calendar
A real booking record confirms the agreed time and time zone. Move to Appointment SET and stop the conflicting booking-link follow-up.
The next step is clear
Send the approved confirmation and available appointment or reschedule link after booking success. Record send success separately; it is not proof the client read it.
Answers and books
Every reply gets an answer, in your words
Leads say "Yea", "For what?", "Is this AI?" or "Call me now". MedaBooking.ai recognizes the replies insurance leads really send and answers with the templates you approve, then moves them toward a booked call.
- Collects birthday and zip code, then shares your price range
- Books in the lead's time zone, sends reminders and follows up on no-shows
- Handles reschedules, "busy right now" and "next week" with your calendar link
- Hands Medicare, 65+ and complex questions to you instead of guessing
Do this include dental as well
Yes, dental and vision can be added, and our Senior Benefit Specialist will go over those options with you. Would today or tomorrow work better?
Is this AI?
I'm the AI-assistant, here to help schedule your call. The specialist is a licensed agent, and he is the one you'll talk to.
No, you can call me now
Sure thing. Our Senior Benefit Specialist will call you as soon as he is available.
You get a "call now" alert
Opt-out guard
STOP, "not interested", "wrong number", insults and legal threats are caught before anything is sent. The lead is tagged, every drip stops, and no reply goes out. Fewer complaints means a healthier number.
Workflow checker and daily scorecard
MedaBooking.ai checks that your drips remove their tags and stop when they should, and sends a daily scorecard with replies, bookings and your opt-out rate so you catch problems early.
Meda, your assistant
Ask Meda how many leads booked this week, which template answers a message, or what your pipeline looks like.
Spanish
Leads who write in Spanish get answered in Spanish, with Spanish drips.
Retention desk
Tracks every client with a missed payment and plans the texts, emails and calls around their grace period.
Carrier email reader and Book of Business
Carrier emails in Outlook update your Book of Business and the Retention desk by themselves, so you know who is active, who is late and who needs a call.
Full PitchPrfct setup
The complete playbook of tags, drips and estimate workflows installed into your account.
Lead collection with safeguards
The FMCSA reader collects owner-operator records, adds a completeness score, and routes them through mobile, DNC and litigator screening before weekday import. Known CRM numbers are excluded. Rate limits defer the run instead of being bypassed; an incomplete CRM suppression check stops collection. Directory imports support other self-employed trades. Public records do not by themselves establish consent to marketing texts.
The complete feature guide
Know exactly what each part does.
All 47 capabilities, organized by job. Search a phrase or choose an area. This is a product guide, not a claim that every integration is active in every account.
47capabilities
one clear system
one clear system
47 capabilities
No matching capability
Try a shorter phrase, such as “calendar” or “Spanish,” or reset the filters.
The handoff matters
A time choice is not a sales opportunity.
Once a lead supplies a clear appointment time, generic sales nudges should stop. Calendar confirmation, not conversational confidence, determines whether a booking is real.
Stop the wrong follow-up
The appointment guard recognizes compact texts such as “tomorrow at12pm,” uses the conversation’s latest request, and respects a newer “maybe next week.”
Never invent a booking
If scheduling cannot be confirmed, the lead is flagged for a person. Failure to stop an old drip blocks the automated appointment reply instead of pretending everything worked.
A draft is not a message
AI fallback suggestions need human review. Copying or reviewing a draft does not send a text, make a booking, or silently approve a new reusable template.
Real screens
What you see every day
These are the actual MedaBooking.ai screens. The Retention desk and Book of Business are shown with sample clients.
Platinum
Retention desk
Every client with a missed payment gets a timeline to the end of their grace period. MedaBooking.ai tells you the next step, writes the text or email, and gives you the call script.
- Shows how many days are left and who needs you today
- Logs every text, email and call, and counts the policies you saved
- Imports everyone tagged "Payment missed" in PitchPrfct
Platinum
Book of Business and carrier emails
All your policies in one list, with what is in force each month and what is at risk. Connect Outlook and carrier emails about missed payments, cancellations and approvals update the list by themselves.
- Import your sheet or add policies by hand
- Missed payments go straight to the Retention desk
- Download it any time for Google Sheets
The Colony
Your whole pipeline, alive on one screen
The Colony is a live map of your business. Leads, texts and bookings update as connected feeds refresh. Follow a robot, zoom into a district, or ask Meda what changed today. The map itself never independently sends a client text.
See it move
New replies, booked calls and leads that need you show up the moment they happen.
Plan-based access
Every package uses the same Colony. New features activate after the correct license and account connections are verified.
Light enough for any laptop
Lite mode keeps it smooth on older computers while you review leads and their next steps.
Built by an agent
Built inside a working insurance agency, for the leads who text back after hours.
MedaBooking.ai was built and tested on a real health insurance pipeline and real replies from real leads. Every rule it follows came from a conversation an agent once had to answer by hand.
Pricing
Pick a package. Try it free for 7 days.
One Colony for every package. Request a plan change anytime; activation follows billing, license and connection verification.
Trial buttons currently request a setup/demo call. Online checkout opens after the live Stripe payment links are connected.
Guard
For agents who text their own leads and want their number protected.
$199.95/ month
7 days free, then $199.95 a month. Cancel anytime.
Start 7-day free trialWhat's included
- Colony dashboard
- Workflow checker
- Daily scorecard and opt-out rate watch
- Opt-out guard (opt-outs, insults, off-topic texts)
- AI reply bot (English) (not included)
- Booking in the client's time zone (not included)
- Reminders and no-show follow-up (not included)
- Meda assistant (not included)
- Spanish bot and Spanish drips (not included)
- Retention desk (not included)
- Carrier email reader (not included)
- Book of Business (not included)
- Lead collection (mobile-only, Do Not Call and litigator checked) (not included)
- Full PitchPrfct setup with automatic tag replacement (not included)
- Early access to new features (not included)
Closer
For agents who want every reply answered and every interested lead booked.
$399.95/ month
7 days free, then $399.95 a month. Cancel anytime.
Start 7-day free trialWhat's included
- Colony dashboard
- Workflow checker
- Daily scorecard and opt-out rate watch
- Opt-out guard (opt-outs, insults, off-topic texts)
- AI reply bot (English)
- Booking in the client's time zone
- Reminders and no-show follow-up
- Meda assistant
- Spanish bot and Spanish drips (not included)
- Retention desk (not included)
- Carrier email reader (not included)
- Book of Business (not included)
- Lead collection (mobile-only, Do Not Call and litigator checked) (not included)
- Full PitchPrfct setup with automatic tag replacement (not included)
- Early access to new features (not included)
Platinum
For agents who sell in English and Spanish and want to keep every client.
$499.95/ month
7 days free, then $499.95 a month. Cancel anytime.
Start 7-day free trialWhat's included
- Colony dashboard
- Workflow checker
- Daily scorecard and opt-out rate watch
- Opt-out guard (opt-outs, insults, off-topic texts)
- AI reply bot (English)
- Booking in the client's time zone
- Reminders and no-show follow-up
- Meda assistant
- Spanish bot and Spanish drips
- Retention desk
- Carrier email reader
- Book of Business
- Lead collection (mobile-only, Do Not Call and litigator checked)
- Full PitchPrfct setup with automatic tag replacement
- Early access to new features
Card required to start the trial. You're charged on day 8 unless you cancel before then, and you can cancel anytime from your account. Monthly plans renew each month and cancellation takes effect at the end of the paid month. One free trial per agent. You need your own PitchPrfct account with a registered texting number and your own Cal.com account. Those are billed separately by those companies.
| Feature | Guard | Closer | Platinum |
|---|---|---|---|
| Every package | |||
| Colony dashboard | Included | Included | Included |
| Workflow checker | Included | Included | Included |
| Daily scorecard and opt-out rate watch | Included | Included | Included |
| Opt-out guard (opt-outs, insults, off-topic texts) | Included | Included | Included |
| Closer and up | |||
| AI reply bot (English) | — | Included | Included |
| Booking in the client's time zone | — | Included | Included |
| Reminders and no-show follow-up | — | Included | Included |
| Meda assistant | — | Included | Included |
| Platinum only | |||
| Spanish bot and Spanish drips | — | — | Included |
| Retention desk | — | — | Included |
| Carrier email reader | — | — | Included |
| Book of Business | — | — | Included |
| Lead collection (mobile-only, Do Not Call and litigator checked) | — | — | Included |
| Full PitchPrfct setup with automatic tag replacement | — | — | Included |
| Early access to new features | — | — | Included |
FAQ
Questions agents ask
Do I need my own PitchPrfct account?
Yes. MedaBooking.ai works inside your PitchPrfct, with your number and your contacts. Nobody else's account or number is ever used, and no other agent can see your leads.
Will it use someone else's wording?
No. You use your own templates and workflows. Platinum adds the full playbook of tags, drips and replies if you want it.
What happens with Medicare questions?
MedaBooking.ai does not answer them. Medicare, Medicaid and 65+ questions are sent to you with a "Needs you" alert, so a licensed agent always handles them.
Does MedaBooking.ai pretend to be a person?
No. When a lead asks, it says it's the scheduling assistant and that the person they'll talk to is a licensed agent.
What if a lead says stop or gets angry?
Nothing is sent. The lead is tagged Not interested or opted out, every drip stops, and the text is counted on your scorecard.
How does the free trial work?
Pick a package and enter a card. You pay nothing for 7 days, you get a reminder on day 5, and you can cancel from your account before day 8 to pay nothing at all.
Where do collected leads come from?
Lead collection on Platinum gathers self-employed business owners from public records, keeps only mobile numbers, and removes anyone on the Do Not Call or known litigator lists. These leads did not ask to be contacted by you, so check your state's rules and your carriers' rules before you text or call them.
Who is responsible for texting rules?
You are. MedaBooking.ai helps you honor opt-outs and quiet hours, but you are responsible for having consent to text your leads, your licenses, A2P registration and your carriers' rules.
Stop losing the leads who text back late
Start your 7-day free trial, or book a 20-minute demo and see a real conversation.