Formation is a private office app built around the way your agency already runs. Carrier contracts, licenses, recerts, call-backs and client follow-ups live in one place, and at 7 every morning an email tells you what needs you.
It isn’t a CRM. It works next to the one you have.
You’re not disorganized. You’re keeping track of too many dates in too many places, and none of them reminds you.
Seven and a half weeks when every hour spent chasing paperwork is an hour you’re not sitting with a client.
Miss one carrier’s recert and you can’t write their Medicare Advantage plans this AEP. One season, one carrier, every client who wanted that plan.
| The usual wayCRM, spreadsheet, wall calendar, sticky notes | Formation | |
|---|---|---|
| Who has to adapt | You learn the software’s way of doing things. | The software is built around the way your office already works. |
| Setting it up | You squeeze your work into someone else’s boxes. | Screens use the words you already use: carriers, recerts, call-backs, AEP. |
| Knowing what’s due | Only right if someone remembered to update it. | Checks everything each morning and emails you what needs attention. |
| What you pay | Per person, per month, and it goes up at renewal. | A one-time build and one flat monthly price. Your staff are included. |
| Your information | It sits in their system, and they decide what changes. | Your agency’s own private system. Take a copy of everything, any time. |
| When you need a change | Send a request and hope. | Ask me, and we add it in the next round of work. |
Where the work really lives today, what it costs you, and what changes when the software fits the office.
Until a carrier contract clears, you can’t write that carrier. A stalled application turns into a client you couldn’t help.
Every hour you stop spending chasing paperwork is an hour you can spend in appointments.
A contract that goes quiet gets flagged on day 14, not discovered when the commission doesn’t show up.
See what’s inside →You tell us what “too long” means in your office. Every morning, Formation checks every carrier, license, call-back and follow-up against your rules, and emails you only what needs you. There’s nothing to go hunting for.
You enter a contract or a license once. After that, Formation does the remembering. It counts the days, watches the dates, and tells you when something needs you.
Want 10 days instead of 14? Change it in Settings, and tomorrow’s email follows it.
It’s in your inbox and on the app’s Today screen, with a link straight to each item. If everything’s on track, you hear nothing.
Your calendar, your CRM’s calendar and this morning’s to-do list on one home screen.
Every carrier from application to writing number, with the next step, who to call, and your portal login kept locked until you need it.
Each carrier’s annual recert, with a warning weeks ahead so you’re never scrambling in September.
Agency and personal licenses, license numbers and NPN, each with its own renewal date and an early warning.
Log a missed call in two taps: who, number, Medicare or final expense, how important. It stays on your list until you call back.
Six-week check-in reminders, holiday cards and AEP, each with a checklist that shows up when it’s time to start.
See which cards went out through thanks.io and how many were delivered.
Bigger jobs like a Medicare 101 seminar or a new lead vendor, as step-by-step lists, with each batch of leads tracked.
One tap to your quoting tools, enrollment sites and carrier portals.
Type a name, a carrier or a phone number and find it.
Open it in your phone’s browser, or save it to your home screen for one-tap access. Log a missed call from the parking lot.
Formation doesn’t sell policies for you. It gives back the hours you spend chasing contracts, recerts and call-backs, so you can spend them with clients. Tap the numbers to make them yours.
Avoid 1 missed recert, worth about $2,900 in first-year commission.
Keep 8 more clients a year, each worth about $300 a year in renewals.
Get back 3 hours a week of chasing paperwork, at $75 an hour.
These are example numbers, not results. Use your own. Based on 12 months and 48 working weeks. Commission varies by carrier, product and state. Your written plan shows fixed prices for your office.
You walk me through a normal week: what slips, where things live, and what “too long” means to you.
The screens we’d build first, what your morning email would watch, and fixed prices for each option. Approve it online if you like it.
You sign in and see your own carriers and licenses in it.
Each piece adds something you asked for, and you use it as soon as it’s ready.
Hosting, backups, updates and small changes, for one flat monthly price.
You pay as it’s built, and each piece ends with something you’re already using. If one doesn’t earn the next, stop there. You keep what’s built and take a full copy of your information with you.
“I don’t know how I would have gotten through AEP without it.”Owner, independent Medicare & final-expense agency
A one-time build, one flat monthly price, and no charge per person. On our call I’ll give you a range for your office. Your written plan gives you fixed prices to choose from.
Carrier contracts, recerts and licenses, with the morning email watching all of it.
Everything on one Today screen: carriers, licenses, call-backs, client follow-ups, projects and your calendar.
Hosting, backups, security updates and small changes, for one flat monthly price.
No. You tell me how your office runs, in plain words, and I build it. If you want to change a rule later, like “warn me 60 days out instead of 90,” it’s a box in Settings.
No. Your CRM keeps your clients and policies. Formation runs the office around it: carrier contracts, licenses, recerts, call-backs, follow-up reminders and your calendar. It can show your CRM’s calendar on the Today screen, and it doesn’t store your clients’ policy or health information.
Yes, they can, and no, they don’t. You approve who can sign in, and there’s no charge per person.
Yes. It runs in your phone’s browser, and you can save it to your home screen so it’s one tap away. Log a missed call or check today’s list from anywhere.
You do. It sits in your agency’s own private system, and you can take a full copy of it any time.
You keep what’s been built and you get a clean copy of everything in it.
Today it works with Google Calendar, CRM calendar feeds like AgencyBloc’s, and thanks.io. If you use something else, ask me.
Tell me. Small changes are part of the monthly upkeep. Bigger ones get a fixed price before any work starts.
Because that’s who I build it for. Carriers, recerts, licenses and AEP are already built in, so you’re not paying for me to learn your business.
Twenty minutes on the phone. You tell me how a normal week goes and where things slip. Within two business days you’ll get a one-page written plan. It’s yours to keep whether we work together or not.
You’ll talk to me, Sam Brown. I build it myself.
Rather just call? (614) 681-0917
Book the call now, between appointments. We build after Dec 7, so everything’s set up and tested well before next October.
