Next Chapter Watch the demo

Next Chapter

From a won case to the right Medicare help.

Next Chapter picks up every new client from your firm, sends one clear message with your name on it at the right time, and hands them to a licensed agent with their permission on record. And you see every step on a live health dashboard.

Watch the guided demo Bring Next Chapter to your firm

Licensed agents from Chermol Insurance Solutions.

The dashboard you asked for. On data you can trust.

Why it matters

Case won. Now what?

The award is the finish line for the case. For your client, it is the start of a new chapter, and Medicare is part of it.

  1. Medicare follows the award

    People awarded disability benefits usually become eligible for Medicare after a waiting period. Most don't know what to do next, or when.

  2. Coverage advice needs a licensed agent

    Your firm won the case, but choosing coverage is a licensed agent's job. Without a clear hand-off, clients get lost between the two.

  3. Every message has to earn trust

    Clients are rightly wary of texts and links. A message has to come from a name they know, at the right moment, and be easy to act on.

Next Chapter closes the gap: one clear path from your firm to a licensed agent, with your client's permission and your brand on every step, and a dashboard that shows you all of it.

The journey

One clear path, five steps.

  1. 1

    New client

    Every new client arrives from your system, checked before anyone is contacted.

  2. 2

    Engagement

    Clear, branded texts and emails at the right time. Opt-outs are honoured everywhere.

  3. 3

    Permission

    One tap on a secure form with your logo: "Yes, contact me."

  4. 4

    Scope of appointment

    The client picks the topics, signs with a finger and books a call.

  5. 5

    Licensed agent

    A consented, documented hand-off to a licensed agent from Chermol Insurance Solutions.

Try it as your client would

What you asked for

The dashboard you asked for. On data you can trust.

  • Your clients' progress in one view: from new client to licensed agent, as it happens.
  • Data health for every import: every row checked, and problems flagged with a reason, not found weeks later.
  • Delivery and consent at a glance: what reached whom, and proof that no one who opted out was messaged.

Launching The firm dashboard is rolling out to partner firms now.

What's new

To build it, we rebuilt everything.

A dashboard is only as good as the data and the journey behind it. So we rebuilt the platform, and your firm gets all of this too.

  • Sam, the AI assistant

    Answers your clients' Medicare questions in plain words and refers them to a licensed agent. Sam never discusses the case and never recommends a plan.

    Available

  • A better permission experience

    Mobile-first forms with your logo, a finger signature for the scope of appointment, and one-tap booking of the agent's call. Short links with a preview card.

    Launching

  • The client journey

    Timed follow-ups by text, picture message and email, and a reminder before the call, so no client is left behind after one text.

    Launching

  • Message testing

    New wording runs as a fair test against today's messages and is measured on permission given. We're testing to raise the share of clients who say yes.

    Available

  • Automated repairs

    An operations agent watches the data feeds, opens an issue with a reason and proposes a fix. A person approves every action.

    Available

  • Your brand on every step

    Your logo on the forms, the link previews, the emails and the first picture message, so clients recognise who is reaching out.

    Launching

  • Self-serve admin

    Our team changes templates, campaigns, contacts and consents in one portal, without waiting on a developer.

    Available

Available today, on every message

  • Consent and do-not-contact checked before anything is sent
  • No duplicate sends
  • Delivered and failed tracked for every message
  • Opens count real people, not link scanners

Before and now

What changes for your firm

CapabilityBeforeNow, with Next ChapterStatus
Firm dashboardNot available to firmsFirm health: pipeline, consents, delivery and the data feed in one viewLaunching
Data collectionA chain of pipeline and workflow tools; a failed step was hard to seeEvery row traced and checked as it arrives, with alerts that give a reasonLaunching
Links in textsLong linksShort links with a preview card that shows your firmAvailable
OpensLink scanners counted as opensReal people onlyAvailable
Message testingNoneFair tests against today's messages, measured on permission givenAvailable
AI assistantNoneSam answers Medicare questions and refers to a licensed agentAvailable
RepairsNo automated helpAn operations agent proposes fixes; a person approvesAvailable

See it for yourself

Meet Sam. Try what your clients see.

A guided demo in three acts: fill in the real client forms yourself, watch the texts arrive, then see your firm's dashboard react. About five minutes, on sample data. Nothing you enter is sent.

Start the demo
A guided demo Hi there, I'm Sam.

Bring Next Chapter to your firm.

Tell us about your firm and we'll set up a 15-minute walkthrough. Already a partner? Your account manager can switch on each feature as it launches.

Request a walkthrough