For Medicare, ACA, & Health Insurance Agents

Keep Clients. Get Referrals. Grow Your Book — On Autopilot.

Sabreli is a done-for-you client communication tool that helps you retain more clients, earn more referrals, and grow your revenue without extra work.

Upload your clients once, and we handle the rest.
Automated texts & emails for holidays, renewals, check-ins, & more.
No tech skills needed. No setup. No stress.
Customizable messages to sound like you.

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Free Consultation

Trusted by the best agents across the country.

A Retention & Referral Engine — Not Another CRM

You already have a CRM. This doesn't replace it — it’s the missing layer that keeps your clients engaged, loyal, and sending referrals.

Most agents lose clients because they don’t stay in touch after enrollment. Our system fixes that — without making you work more.

Timely follow-ups (automated)
Year-round relationship nurturing
AEP prep messages
Review requests at just the right time
Cross-sell education without being pushy

No learning curve.

Prewritten touchpoints you can launch in minutes.

Done-for-you setup.

Think of it as your Client Growth Assistant that's always working in the background while you stay focused on selling.

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Maximize Retention

Never lose a client again. Our automated follow-ups keep your clients engaged and informed throughout the year — so they stay with you longer. Maintain client loyalty by staying in touch, even when you're busy selling. Preloaded sequences for AEP, OEP, renewals, reviews, and cross-sells — so your clients always feel taken care of.

Boost Referrals

Turn happy clients into your best advocates. Prebuilt referral request texts and emails help you get more business without ever asking face-to-face.

Less AEP/OEP Stress

Whether it’s AEP for Medicare or OEP for ACA, our system triggers timely, relevant messages to keep you top-of-mind during enrollment periods — with zero setup.

Effortless Cross-Selling

Make more sales without extra work. Our system automatically reminds clients about your full suite of offerings, creating cross-sell opportunities with no effort from you.

Save Time

Save time with email templates designed for your specific industry. Our campaigns are ready to go — from birthday greetings to policy reviews — and easily customizable.

You stay focused on selling — we’ll handle the client follow-up. No more building from scratch or remembering follow-ups. Everything runs automatically in the background.

Zero Setup, Fully Automated

Focus on what you do best — selling and serving clients. We’ve done the heavy lifting by prebuilding the entire system for you. Just plug it in and go.

Grow Your Book

You’ll get more 5-star reviews and warm referrals — without having to ask every time.

Works With the Tools You Already Use

No switching platforms. No complicated tech. This works alongside what you already use:

Sunfire, MedicareCENTER, Your quoting tool or CRM, Even your Google Sheet!

Just upload your clients and let it run.

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Built to Keep Clients — Not Just Chase Leads

80% of an agent’s business comes from retention, referrals, and resells. We built our system with this in mind.

✅ Birthday messages

✅ Anniversary & renewal automations

✅ Cross-sell education (e.g., hospital indemnity)

✅ Google review requests

✅ Client “check-in” workflows

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Completely Preloaded. No DIY Required.

You don't need to build anything. We've already done it.

We’ve built high-converting texts and emails tailored for the Medicare client lifecycle, including:

🎂 Birthday greetings

📅 Policy anniversary messages

🔄 Renewal reminders

🌟 Review request automation

💡 Cross-sell education (e.g. hospital indemnity)

📣 AEP warm-up and launch messages

👋 Lapsed client reactivation

Each one is fully customizable — or just hit launch and let it run.

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Built by People Who Know the Business

This isn’t some generic marketing tool. We built this after working with dozens of Medicare agents who were amazing at helping clients — but constantly losing business to agents who stayed in touch better. Most didn’t need more leads. They needed a system to:

Keep clients loyal

Get more reviews

Stay top-of-mind before AEP

Send the right message at the right time

That’s exactly what this system does.

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Join agents across the country who are growing their book of business with Sabreli.

“Smooth and timely onboarding. It increases retention of clients and helps me focus on getting more sales.”

Worku T.

Licensed Health Agent

“Very easy to use. It’s a great system to stay organized with your current book of business, allowing you to maximize future referrals.”

Jason L.

USHA Agent

“Very diligent and well planned onboarding process. Sabreli has made my business much easier to manage!”

Elizabeth B.

L&H Agent

Generate High-Quality Leads

Automate Organic Marketing

With Google Review Request Automations and Referral Request Automations, you'll experience the power of word-of-mouth marketing as you effortlessly generate organic leads. By automating these processes, you'll save time and resources while catapulting your agency's growth.

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Ready to Keep More Clients?

You already worked hard to win their business. Now let us help you keep it.

✅ No tech skills needed

✅ Nothing to build — it’s done for you

✅ Works with your current tools

✅ Automates 90% of client follow-up

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Frequently Asked Questions

Is Sabreli Systems a CRM?

Sabreli Systems is an operational CRM that was built to help streamline the day-to-day processes for insurance agents. Within the Sabreli Systems platform, agents are provided with the tools necessary to help them more efficiently manage each customer's journey. With done-for-you marketing, sales, and service automations, the Sabreli Systems platform helps insurance agents exponentially grow their book of business while providing best-in-class service to their clients.

How many phone numbers can I have?

You can have as many numbers as you'd like. Phone numbers are billed at a rate of $1.72 per month for local lines.