Optometry Annual Exam Recall
Books annual exams when insurance benefits reset. Replaces RevolutionEHR recall $200/mo.
The problem
Vision insurance benefits reset Jan 1 (most plans) but RevolutionEHR/Crystal PM recall modules ($200/mo) send the same January blast to everyone — burn rate is huge and rebook rate is 8-12%.
What changes
Agent segments patients by plan year, last exam date, and benefit balance, then sends staggered SMS with personalized 'your VSP benefit resets Jan 1, last exam was 14 months ago' messaging plus direct booking link.
A day in the life
What this agent actually does.
- 1
Dec 15: agent pulls patient list with exams >12mo + active vision plan — 234 patients
- 2
Jan 3: sends personalized 'benefits just reset' SMS in 5 batches over 2 weeks
- 3
Jan 17: 89 booked (38%), 12 opted out, 133 silent → moved to email nurture
Works with
Connect to the tools you already use.
Bundles with
Pairs naturally with these skills.
Knowledge Concierge
Your SOPs, pricing, FAQs, and tribal knowledge — instantly searchable by your team and customers. Trained on YOUR stuff.
Replaces
$1,500 onboarding consultant + tribal-knowledge insurance
Smart Inbox Triage
Reads every email. Sorts by intent. Drafts replies. Flags the 3 things that actually need you. Quietly handles the rest.
Replaces
Fyxer $30/mo + Shortwave $40/mo + $400/mo inbox VA
Meeting Actions to CRM
Transcript → action items → CRM/Asana tasks in 5 min. Replaces Otter Business $20/user × 6.
Replaces
Otter Business $20/user × 6 + Fathom Premium $20 × 4 + Zapier $50
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