For Medicare, ACA, & Health Insurance Agents

Keep Clients. Get Referrals. Grow on Autopilot.

Sabreli is a done-for-you system that sends personalized texts and emails to your clients. You grow your book without extra work.

  • Upload your clients once, and Sabreli does the rest.

  • Prewritten messages for holidays, renewals, check-ins, and more.

  • Customizable messages that sound like you.

  • No setup. No tech skills. No stress.

Trusted by top agents across the U.S.

“Sabreli helps me retain clients while allowing me to focus on new sales.” – Michael C., Medicare Agent

How Sabreli Works

Set it and forget it. You upload your clients, and Sabreli handles the rest.

Launch Your Texts & Emails

Access Prewritten Messages

Get hundreds of texts and emails that drive renewals, referrals, and revenue.

Customize Any Message

Edit to match your voice or launch it as is.

Instantly ready to send.

Add Your Book of Business

Existing Clients

Your Sabreli Success Agent helps you import your full book in minutes.

New Clients

Submit a quick form after each sale, and Sabreli handles the rest.

No tech skills needed.

Your Book Grows on Autopilot

Your Clients Get

Personalized texts and emails for renewals, check-ins, holidays, and more.

You Get

More renewals, more referrals, and more revenue.

With zero extra work.

What Happens Behind the Scenes

Sabreli runs in the background, sending the right message automatically at the right time.

Everything is prebuilt: the timing, sequences, and message types. Just upload your clients, and Sabreli handles the rest.

New Client Added

Launches a 6-month onboarding sequence: welcome message, review request, referral nudge, and optional cross-sell.

Renewal Coming Up

Triggers reminders based on each client’s policy renewal date.

AEP & OE Seasons

Medicare and ACA clients get a full sequence of messages starting in September. Keeping you top-of-mind heading into enrollment.

Mid-Year Check-Ins

Health and Medicare clients get summer check-ins to boost retention and referrals.

Aging Into Medicare

Internal alerts remind you who’s turning 65 soon.

Life & Annuity Clients

Educational check-ins go out every 6 months to nurture long-term trust.

Birthdays & Holidays

Clients get thoughtful messages on key dates.

Agent Alerts

You’re notified when a personal touchpoint is needed, like a phone call.

You stay focused on selling. Sabreli does the rest automatically, all year long.

Why Top Agents Use Sabreli

Keep Clients for Life.

Stay top-of-mind with automated messages for renewals, birthdays, holidays, and more. All done for you.

Get More Referrals.

We send check-ins, review requests, and helpful messages that turn happy clients into your #1 lead source.

Sell More, Work Less.

Cross-sell education (like hospital indemnity) is delivered automatically. No chasing. No pressure.

Save Hours Every Week.

No more manual follow-ups. Sabreli sends the right message at the right time, so you don’t have to.

No Tech Skills Needed.

Upload your clients once, and we do the rest. Like a virtual assistant you never have to manage.

Works With Your Tools.

Use Sabreli alongside SunFire, MedicareCENTER, your CRM, or even a spreadsheet. No switching required.

Loyalty That Compounds.

Sabreli keeps nurturing each client year after year — with automated messages for birthdays, renewals, check-ins, and more. You stay top-of-mind for as long as they stay on your book.

The Messages That Power Your Growth

All messages are prewritten, customizable, and ready to launch.

Sabreli sends personalized messages based on the policy — including renewals, check-ins, and cross-sells.

“What messages are being sent and why do they matter to my clients and revenue?”

Welcome Messages

Start every new client off right.

Google Review Requests

Boost your online reputation.

Referral Requests

Collect referrals fast and easy.

Cross-Sell Education

Introduce products like hospital indemnity.

Mid-Year Check-Ins

Spark referrals and retention.

AEP Reminders

Stay top-of-mind before & during AEP.

OE Reminders

Stay top-of-mind before & during OE.

Renewal Reminders

Keep retention high and drop-off low.

Lapsed Reactivation

Bring clients back into your book.

Client Appreciation

Thank your clients for their support.

Holiday Messages

Stay present without being salesy.

Birthday Greetings

Make clients feel remembered and valued.

Loved by Agents Across the U.S.

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

Worku T.

Licensed Health Agent, Nevada

“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, FL

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

Elizabeth B.

L&H Agent, Nevada

Frequently Asked Questions

Do I need tech skills to use Sabreli?

Nope. Sabreli was built specifically for busy insurance agents, not tech people. Everything is done-for-you and incredibly simple. Just upload your client list once, and we'll do the rest.

Is there a contract or long-term commitment?

Nope. Sabreli is month-to-month with no contracts. You can cancel at any time.

What if I don’t have a client list ready?

No worries. We can help you format whatever you do have — even if it’s in a spreadsheet. Once you upload it, we handle everything else.

Does this replace my CRM or quoting tool?

Nope. Sabreli works alongside what you already use. Just upload your clients from your current system (like Sunfire, MedicareCENTER, a Google Sheet, or your CRM), and Sabreli will take care of the communication from there.

What exactly gets sent to my clients?

Texts and emails for holidays, birthdays, renewals, review requests, and more — all customizable to sound like you.

Can I customize the messages?

Yes! All messages are pre-written for maximum impact, but you can edit anything to sound like your voice. Don’t want to? That’s fine too — they’re ready to go out of the box.

How quickly can I start seeing results?

Many agents see reviews, referrals, or saved clients within the first few weeks — sometimes sooner.

Tired of Chasing Leads?

Sabreli turns your happy clients into your #1 lead source with zero extra work.

About

Sabreli is a done-for-you system that sends automated texts and emails to your clients.

It's built to help Medicare, ACA, & Health Insurance Agents keep clients, get referrals, and grow on autopilot.

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