Medicare by AMA

Marketing Automation and Website Revitalization

Designed and built a new website, agent portal, and CMS, plus launched marketing automation to support agent recruitment and retention.
Client: Medicare by AMA (backed by Berwick Insurance Group, an Integrity Company)​

Before: Outdated site and manual outreach limited agent engagement.

After: Streamlined site, smart automation, and a custom portal drove deeper connections.

• Agent portal enabled personalized communications, training access, meeting scheduling, and event tracking.

• CMS made updates fast and flexible for a small internal team.

• Automated email journeys nurtured leads and onboarded agents at scale.

• Strengthened a 40+ year legacy in Medicare insurance distribution.

Certain samples are not available due to non-disclosure agreements.