Press Release
Streamline Your Medicare Business with Agent Autopilot The Top CRM for Agents
Austin, Texas, United States, 28th May 2025 – Agent Autopilot is the best CRM for Medicare agents, designed to streamline lead management, sales tracking, and workflow optimization. With its user-friendly interface and robust automation features, it helps agents boost productivity and focus on growing their business. Trusted by insurance professionals nationwide, Agent Autopilot is quickly becoming the go-to solution for Medicare agents looking to succeed in a competitive market.
“We know how crucial it is for Medicare agents to stay organized and responsive,” said Brandon Smotherman and Joshua Jones, Co-Founders of Agent Autopilot. “Our CRM is specifically engineered to streamline daily operations, allowing agents to spend less time on manual tasks and more time increasing their sales performance.”
Key Features and Services of Agent Autopilot
- Lead Management Effortlessly capture, organize, and follow up with leads in real-time. Agent Autopilot automates outreach processes, ensuring no lead is left behind and agents can act swiftly to convert potential clients into sales.
- Client Profiles Maintain comprehensive client profiles, including detailed records of interactions, preferences, and policy details. This personalized approach enables agents to offer tailored services that drive client loyalty and increase retention rates.
- Task Automation Automate administrative tasks such as reminders, follow-ups, and custom workflows to streamline operations. This feature reduces the time spent on manual tasks, allowing agents to focus on high-priority activities and ensuring no important tasks are missed.
- Sales Analytics Gain valuable insights into sales performance with data-driven analytics. Track key performance metrics, evaluate the effectiveness of marketing campaigns, and fine-tune sales strategies to optimize results and maximize conversion rates.
- Mobile-Friendly Interface Manage your business from anywhere with a fully optimized mobile interface. Whether in the office or on the go, Agent Autopilot allows agents to stay connected and manage their leads and clients seamlessly, ensuring flexibility and productivity at all times.
These comprehensive services, designed with the unique needs of Medicare agents in mind, make Agent Autopilot the leading CRM solution for optimizing workflows, boosting sales, and enhancing customer relationships. For more information, visit Agent Autopilot.
Award and Industry Recognition
Agent Autopilot’s co-founders, Brandon Smotherman and Joshua Jones, bring over a decade of high-level insurance sales experience, cementing their reputation as leaders in the industry. With more than $200K in annual earnings as top Final Expense producers, they’ve consistently demonstrated exceptional sales acumen. Their expertise in automation and appointment setting has revolutionized the traditional sales process, transforming it into a streamlined, AI-driven system that enhances efficiency and results.
A key milestone in their journey is the creation of A.C.T.I.V.A.I., the insurance industry’s first fully automated lead conversion system. This innovative technology empowers agents to seamlessly convert leads into closed sales, turning any agent into a top closer. Their groundbreaking contributions to the insurance industry have earned them widespread recognition, making Agent Autopilot the go-to solution for Medicare and insurance agents looking to optimize their workflow and increase sales.
Industry Recognition
Agent Autopilot is not just a tool but a game-changer, revolutionizing how agents manage their business, improve client relationships, and achieve unprecedented sales performance. With their pioneering technology and a deep understanding of the insurance market, Brandon and Joshua have earned the respect of their peers, solidifying their position as leaders in the field.
About Agent Autopilot
Agent Autopilot is a leading CRM solution designed to streamline the workflow of insurance agents, particularly those in the Medicare and Final Expense sectors. With innovative features like automated lead management, task automation, and data-driven sales analytics, Agent Autopilot empowers agents to optimize their operations and boost productivity. Co-founded by Brandon Smotherman and Joshua Jones, the company is dedicated to transforming traditional sales processes into efficient, AI-driven systems that help agents close more deals and grow their businesses. For more information, visit Agent Autopilot.
Agent Autopilot
Austin, Texas
Phone: 18559350283
Website: https://agentautopilot.com/
Media Contact
Brandon Smotherman
Co-Founder | Agent Autopilot
Joshua Jones
Co-Founder | Agent Autopilot
Email: vip@agentautopilot.com
Phone: 317-743-2339
Media Contact
Organization: Agent Autopilot
Contact Person: Brandon Smotherman
Website: https://agentautopilot.com/
Email: Send Email
City: Austin
State: Texas
Country:United States
Release id:28378
View source version on King Newswire:
Streamline Your Medicare Business with Agent Autopilot The Top CRM for Agents
This content is provided by a third-party source.. King Newswire makes no warranties or representations in connection with it. King Newswire is a press release distribution agency and does not endorse or verify the claims made in this release.
About Author
Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No Digi Observer journalist was involved in the writing and production of this article.
Press Release
Themba Tutors Makes Personalized ADHD Coaching and Executive Function Tutoring Accessible in NYC, Long Island, Westchester, and Beyond

Themba Tutors, the trusted New York–based learning company founded by Craig Selinger, M.S., CCC-SLP, today announced an expanded suite of one-on-one services, including executive function coaching, ADHD tutoring, and specialized academic support for students with learning differences, designed to meet soaring demand in NYC, Westchester, Long Island, and the greater tri-state area.
Operating since 2012, the firm now serves students and professionals from Manhattan to Boston, both in person and online, while doubling down on research-driven techniques that celebrate every client’s neurodiversity.
“Every learner deserves individualized strategies that work with, not against, the way their brain is wired,” said founder and CEO Craig Selinger. “By widening our reach and sharpening our methodologies, we’re empowering more students, parents, and young professionals to turn challenges into strengths.”
Meeting the Moment: Why Demand Is Surging
Referrals for executive functioning coaching for middle school, high-school, and college students, ADHD coaching for adults, and remote executive function coaching have surged as schools, workplaces, and families recognize that time-management and self-regulation skills are as critical as academic content. Pandemic-era learning disruptions and rising academic pressures have amplified the need for evidence-based interventions delivered by seasoned specialists who understand anxiety, attention, and motivation.
Comprehensive Executive Function and ADHD Coaching Services
- Executive Function Coaching for students, college-age adults, and professionals seeking mastery in planning, task initiation, and executive dysfunction support.
- ADHD Coaching grounded in neuroscientific research, helping clients overcome procrastination, boost focus, and strengthen study habits, ideal for ADHD coaching for students and ADHD coaching for adults alike.
- Executive Function Tutoring and tutoring for ADHD across math, science, reading, writing, test prep, and summer programs, including targeted Westchester ADHD tutoring and Long Island tutoring for students with ADHD.
- College executive function coaching plus admission and career-pathway guidance tailored to neurodivergent thinkers.
Each relationship begins with a complimentary consultation and free “meet-and-greet” to ensure the right specialist fit, a practice that fuels Themba Tutors’ 4.9-star client rating.
Expanding Geographic Footprint
Headquartered in Brooklyn, Themba Tutors now brings expert executive function coaching NYC families trust directly to homes throughout Manhattan, Queens, the Bronx, Staten Island, Westchester, Long Island, New Jersey, Connecticut, Dutchess and Putnam Counties, and Boston. Virtual sessions extend the company’s reach nationwide and internationally, offering maximum flexibility without sacrificing the personal touch.
Evidence-Based, Neuroaffirmative Practices
Parents, teachers, and adult clients consistently praise Themba Tutors for turning academic struggles into measurable gains:
“My daughter’s final math grade jumped to a 90. Her confidence soared thanks to strategies that finally ‘clicked.’” Says Mary Rose, a Manhattan parent.
“With tailored executive function coaching, our son transformed his daily routine from chaos to clarity.” Stated Dana G., a parent from Brooklyn.
Families and professionals seeking an executive function coach NYC, ADHD tutor NYC, or specialized executive function tutoring, whether in person or through remote executive function coaching, are encouraged to book a free consultation at www.ThembaTutors.com, call (917) 382-8641, or email craig@thembatutors.com.
About Craig Selinger
A licensed speech-language pathologist, educational specialist, and veteran executive function coaching practitioner, Selinger has spent nearly 25 years advocating for accessible, personalized learning. His insights have been featured in PsychCentral, Business Insider, and Healthline, and he has lectured at NYU Langone, Mount Sinai, Bard High School Early College (BHSEC), and other institutions.
Media Contact
Company Name: Themba Tutors
Contact Person: Craig Selinger
Email: craig@thembatutors.com
Website: https://thembatutors.com/
City: New York City
State: New York
Country: USA
About Author
Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No Digi Observer journalist was involved in the writing and production of this article.
Press Release
Wealthy Clients Founder Daniel Schulte Unlocks $100K+ Revenue Months for Financial Pros with New Masterclass to Attract High-Net-Worth Clients

The high-income marketing game for financial professionals just got a powerful new playbook. Daniel Schulte, founder of Wealthy Clients, is leading a national movement to help tax strategists and financial advisors consistently attract high-net-worth clients and secure $100K+ revenue months in under 30 days.
With his signature 12-Step Framework to Attracting High-Paying Tax Planning Clients now available for free through a new masterclass, Schulte is helping financial professionals break the ceiling on their income, client quality, and long-term growth, without relying on referrals or outdated tactics.
“If you’re great at your craft but invisible to the people who need you most, this masterclass changes that overnight,” says Schulte. “We’ve created a step-by-step system to turn clicks into wealthy clients.”
From Revenue Loss to High-Ticket Wins: Charles Hopkins’ $131K Breakthrough
One of the most striking success stories comes from Charles Hopkins, founder of Wealth by Taxes. After losing $41K/month in recurring revenue and facing the possibility of layoffs, Hopkins turned to Wealthy Clients to rebuild fast, and what followed was nothing short of a business transformation.
“In just a few weeks, I closed a $31,000 client and a $100,000 engagement, both from Facebook leads,” Hopkins says. “Now I wake up excited, my calendar’s booked, and I have a system that delivers every single day.”
Hopkins praised Wealthy Clients for not just generating high-quality leads but building the entire backend: funnel, ads, targeting, and automation, freeing him to focus on closing deals and serving clients.
Inside the Masterclass: The 12-Step Client Acquisition Framework
Daniel Schulte’s free masterclass lays out the exact process he and his clients use to:
- Attract $5M+ business owners using Facebook and Instagram ads
- Build high-converting funnels without being tech-savvy
- Generate predictable premium leads every day (without referrals)
- Close high-ticket packages using simple, scalable sales scripts
- Protect cash flow, scale teams, and grow into elite advisory firms
“Most tax planners and advisors undercharge and overdeliver. We fix that by making them visible, credible, and in-demand,” says Schulte.
Trusted by Top Financial Pros Nationwide
Wealthy Clients has quietly built a national reputation by working with some of the industry’s most elite advisors, helping them hit career-defining revenue goals:
- $100K+ months in under 30 days
- 30+ premium clients generated per campaign
- $31K–$100K engagements from a single lead
- Full pipelines without relying on referrals
“If you want to grow, like really grow, and are tired of the fluffy BS out there, Daniel is your guy. He’s going to kick your ass into shape and you’ll be proud of the results. I know I am.” Says Daniel Sleep, CPA.
About Wealthy Clients & Daniel Schulte
Wealthy Clients is more than just a digital marketing agency; it is a dedicated growth partner for tax strategists and financial planners across the United States. Founded by Daniel Schulte, the company’s mission is to empower professionals in the financial sector to consistently generate qualified leads and attract affluent clients, all without the need for cold calling or relying on referrals.
Back in 2018, Daniel started the business with zero capital. The early days were tough, just cold emails and calls, scrambling to book appointments. But Daniel knew one thing: he didn’t get paid to call, he got paid to close. So he built a system to max out his calendar and get in front of the right people. After refining his sales process, everything changed.
In late 2023, tired of working with low-margin restaurant clients, Daniel pivoted. Inspired by a Kevin O’Leary ad about tax savings, he dug into the tax planning niche, and it checked all the boxes. He implemented his marketing system for a test client and the results were explosive. That’s when Wealthy Clients doubled down on serving tax professionals and never looked back.
Today, Wealthy Clients is a digital marketing agency specializing in media buying, paid ads, copywriting, funnels, CRM solutions, and automation systems for tax planners and financial firms. The company has generated $1.5M+ for financial professionals nationwide and continues to help our clients reach new heights.
Final Word
Daniel Schulte isn’t just teaching theory; he’s delivering proven results. With a national roster of clients hitting new heights and a masterclass that unlocks the same 12-step system behind every success, Wealthy Clients is rewriting the playbook for tax and financial pros ready to grow fast.
Game on. The future of premium client acquisition starts now.
Join the free masterclass today: www.WealthyClients.com
Follow @wealthyclients for client wins, marketing insights, and lead-generation strategies:
- Instagram: https://www.instagram.com/thedanielschulte/
- Facebook: https://www.facebook.com/danielschulte97
- LinkedIn: https://www.linkedin.com/in/daniel-schulte/
- YouTube: https://www.youtube.com/@thedanielschulte
Media Contact
Company Name: Wealthy Clients
Contact Name: Daniel Schulte
Email: daniel@wealthyclients.com
Website: www.WealthyClients.com
Country: USA
About Author
Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No Digi Observer journalist was involved in the writing and production of this article.
Press Release
Rangeford Investment Announces Strategic Integration of Artificial Intelligence to Enhance Wealth Management Services
Rangeford Investment, a Luxembourg-based investment advisory firm with trading operations in Hong Kong, today announced the official launch of its artificial intelligence (AI) integration strategy. This initiative is designed to enhance the firm’s investment operations and wealth management capabilities through the adoption of advanced technologies.
The integration of AI represents a significant milestone in Rangeford Investment’s mission to modernize financial planning, asset management, and portfolio optimization. By leveraging advanced data analytics and machine learning tools, the firm aims to process large volumes of financial and alternative data more effectively, improving decision-making across key service areas.
As part of its AI strategy, Rangeford Investment has partnered with multiple AI technology firms to evaluate and implement cutting-edge applications in areas such as risk analysis, retirement planning, and real-time portfolio management. These efforts align with the company’s upcoming participation in the AI Asian Summit, where it plans to explore additional innovation and partnership opportunities.
“Rangeford Investment views the adoption of AI technologies as a critical step in advancing our operational infrastructure,” said Michael Casagrande, Chief Operating Officer at Rangeford Investment. “We are committed to leveraging technology that enhances precision and drives value for our global client base.”
To support this digital transformation, Rangeford Investment has expanded its in-house IT department with experienced professionals in AI and data science. This dedicated team will lead the transition from traditional investment models to AI-powered systems, aiming to improve operational efficiency, reduce costs, and enhance client services.
“By integrating AI, Rangeford Investment can now offer tailored investment strategies at scale, particularly in fast-evolving markets,” said Eamonn Gallagher, Investment Strategist at Rangeford Investment. “This shift will allow for more comprehensive risk assessments and better-informed asset selection processes.”
Rangeford Investment began laying the foundation for its AI transformation in 2024. Since then, AI has become a core component of the company’s long-term strategy. Initial implementations have already yielded improvements in portfolio performance and service agility, reinforcing the firm’s commitment to innovation.
About Rangeford Investment
Founded in 2000, Rangeford Investment is a privately held investment advisory firm headquartered in Luxembourg City, Luxembourg, with active trading operations in Hong Kong. The company provides a broad range of wealth management services, including asset allocation, financial planning, and retirement solutions. Known for its disciplined approach and client-focused philosophy, Rangeford Investment combines fundamental research with quantitative methods to help clients achieve their long-term financial goals across global markets.
Media Contact
Organization: Rangeford Investment
Contact Person: Christina Junker
Website: https://www.rangeford-investment.com/
Email: Send Email
City: Differdange
Country:Luxembourg
Release id:28661
View source version on King Newswire:
Rangeford Investment Announces Strategic Integration of Artificial Intelligence to Enhance Wealth Management Services
This content is provided by a third-party source. King Newswire makes no warranties or representations in connection with it. King Newswire is a press release distribution agency and does not endorse or verify the claims made in this release.
About Author
Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No Digi Observer journalist was involved in the writing and production of this article.
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