📘 Learnings

📺 Tutorial Video

📎 Useful Resources

🤖 AI

AI Content Writing

Generate blogs, emails, and ad copy in seconds using AI.

Smart Replies

Use AI to auto-respond to incoming messages intelligently.

Lead Scoring

Predict and prioritize leads most likely to convert.

⚙️ Automations
📩

Email Follow-up

Send timely follow-up emails to leads after form submissions.

📱

SMS Reminders

Remind your clients of appointments via scheduled SMS.

🧠

Smart Tagging

Automatically tag leads based on behavior and activity.

🎂 Birthday Cards
🎉

🎂 Classic Wishes

Wishing you a day filled with love, laughter, and cake!

🎁

💼 Professional Greeting

Warmest wishes on your special day — from all of us at the team.

😄

😂 Funny Vibes

You’re not getting older… just more distinguished (and sleepy).

📞 Phone Numbers
  • Support: +1 (800) 555-1234
  • Sales: +1 (800) 555-5678
  • Billing: +1 (800) 555-9012
  • International: +44 20 7946 0958

(941) 867-9869

Phone Number

1845 South Tamiami Trail, Venice FL 34293

Location


Celebrating 20 years of service to our clients,

agents, and employees.

Agent Handbook

Learn about the exceptional support, tools and resources we provide-- and why becoming an agent with us is the right choice - right now!

For Agent Use Only. Not intended for general public. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact

Medicare.gov or 1-800-MEDICARE to get information on all of your options.

© 2025 Advocate Health Advisors.