Riley & Associates Medicare Agency Platform
Riley & Associates
Queue Idle
Human Emulation Pacing
Next connection invitation status: Queue Idle with randomized jitter between 2-6 minutes to safeguard your account.
0 / 20 Invites Today
Daily Outbound Capacity
True real-time invites dispatched today vs configured safeguard limit in PostgreSQL.

Connection Campaign

Audience targeting, regional search filters, and automated 50/50 invitation note hooks.

Active Programs
Active Outreach Tracks
Currently running 2 independent campaigns: Fiduciary Partner Program (CPAs/CFPs) and Agent Recruitment.
2 Active
Partner & Agent
Invites Sent (Week)
Weekly Volume
Total connection requests delivered this week across both active outreach tracks.
0
Live Database
Acceptance Rate
Acceptance Benchmark
Percentage of sent connection requests accepted into your 1st-degree LinkedIn network within 14 days.
0.0%
Real-time
Calls Booked
Conversion to Calendar
Discovery and partnership calls scheduled this week directly from LinkedIn connection conversations.
0 / wk
0 Partners · 0 Agents

Select Outreach Program

Switch between the Referral Partner track and the Agent Recruiting track to customize targeting criteria.

Medicare Agency In A Box: Partner Program

Connect with CPAs, CFPs, RIAs, and P&C brokers to build a reciprocal Medicare referral pipeline for clients aging into 65.

0
Invites Sent
0 (0%)
Accepted
0 / wk
Calls Booked
0
Active Firms

Medicare Agency In A Box: Agent Recruiting

Recruit licensed life and health producers looking for top-tier direct carrier vesting, turnkey CRM tools, and back-office agency quoting.

0
Invites Sent
0 (0%)
Accepted
0 / wk
Interviews
0
Contracted

Medicare Agency In A Box: Partner Program Settings

Define outreach criteria, regional geography, profile exclusion filters, and the initial connection invitation note.

Program ID: PARTNER-01

Partner Profiles to Connect With

6 of 6 Active

Geographic Scope

LinkedIn Safe

Exclusion & Blacklist Filter

Profiles to Strictly Avoid

Our algorithm auto-suppresses profiles matching these keywords to eliminate irrelevant invites.

CFP Wealth Angle

50/50 A/B Note Split Test

Automated alternating dispatch across all sent connection requests.
Always Active · 50/50 Split
Variant A: 50% Volume Odd/Even Auto-Rotation Variant B: 50% Volume (Leader +10.2%)
Even Request #IDs → Dispatches Variant A Odd Request #IDs → Dispatches Variant B
Variant A (Primary Hook) 0 Sent · 0.0% Accepted · 0 Replies
214 / 300
Insert:
Variant B (Challenger Hook) 0 Sent · 0.0% Accepted
208 / 300
Insert:

Rename Program Title

Update the display title for this program across the platform.

Next 2 Dispatches (50/50 Rotation Simulation)

Demonstrating deterministic odd/even request allocation to eliminate bias between Variant A and Challenger Variant B.

Invite #124 (Even ID → Variant A Primary) Variant A
Arthur Pendelton, CPA · Davis & Sterling LLP
"..."
Invite #125 (Odd ID → Variant B Challenger) Variant B
David Kowalski, CFP · Pacific Wealth Advisors
"..."
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