Medicare & final expense

Her daughter wasn'tat the kitchen table.She's the one who says yes.

A private page your client can forward to the family member who actually makes the call — with everything you explained, in plain language.

See a sample pagePricing
The appointment

The decision-maker is three hours away.

Margaret is 71, lives alone, and has a daughter in Columbus who handles "the paperwork."

You sit with Margaret for an hour. You go through her three prescriptions, check whether her cardiologist is in network, compare what she has now against two alternatives, and explain what changes on January 1st and what doesn't.

She understands it while you're there. She tells you she needs to talk to her daughter.

What reaches the daughter is a phone call that starts "a nice man came by today." No plan names, no drug list, no network detail, and no way for her to evaluate any of it from Columbus. So she says what any careful adult child says: Mom, don't sign anything.

A private link changes that call entirely. The daughter reads exactly what you explained — plans compared side by side, her mother's own doctors and prescriptions named, and the trade-offs stated honestly — and calls back with real questions instead of a reflexive no.

What's on it

Built for the person reading it in another state.

Her situation, written downDoctors she wants to keep, prescriptions she takes, how far she's willing to drive.
Plans compared plainlyWhat you reviewed, side by side, with premium, deductible and out-of-pocket maximum in one ledger.
Her drug list against the formularyTier by tier, as you discussed it, so nobody has to take your word for it.
Where the plan is weakerNetwork limits, referral requirements, what isn't covered. The honest counterpoint is on the page.
Dates that matterEnrollment window, effective date, and what happens if nothing is done.
Required CMS languageInserted automatically, current, and not editable out of a page.
Objections

Fair questions.

My clients aren't online.
Your client doesn't need to be. Her daughter is, and her daughter is the one deciding. Room Two is aimed at the second reader, not the first — which is exactly what makes it work in this market.
CMS marketing rules are strict.
They are, and the distinction between marketing and communications material matters. Room Two is designed to keep the page a personalized recap of an appointment that already happened — not plan promotion. Required language is inserted and locked, and you approve every page. Run a sample past your FMO or compliance contact before you subscribe; if they need changes, we want to hear it.
AEP is ten weeks. Is a subscription worth it?
Pages pool by month, so you can carry a light plan most of the year and move up for the season. The Agency tier's 150 pooled pages exist for exactly this shape of business.
I write dozens of apps a week in season. This can't slow me down.
It shouldn't be used on all of them. Use it on the appointments that ended with "let me talk to my daughter" — that's where the pages pay for themselves.
Can I send it to the family member directly?
You send the link to your client. What they forward, and to whom, is theirs to decide — and we don't track it.
Pricing

Pages pool by month, which suits a seasonal book.

Solo $49/ mo$490/ yr 10 pages a month · 1 seat
  • Choose your accent color. Your name, photo and contact details on every page.
  • Every recap section included
  • Private links with access check
  • Optional voice note
Additional pages $6 each
Pro $99/ mo$990/ yr 25 pages a month · 1 seat
  • Full brand kit — logo, accent and curated theme.
  • Everything in Solo
  • Draft from a voice memo
  • Multiple page templates
Additional pages $5 each
Agency $499/ mo$4,990/ yr 150 pooled pages a month · 10 seats
  • Set the agency theme once. Every seat matches it and can't override it.
  • Everything in Pro
  • Shared templates
  • Producer activity view
Additional pages $3 each · Extra seats $39/mo

Drafts are free — a page is only spent when you approve and publish. Annual billing saves two months. Cancel any time; published pages stay live through the period you paid for.

Reach the daughter, not just the client.

One private link does what a secondhand phone call can't.

See pricing View a sample page