Birthday Rule & GI Window Tracker: Free Medigap Retention Bot Grok bot icon

Birthday Rule & GI Window Tracker: Free Medigap Retention Bot: Free Grok Bot for Insurance Agents

Free Grok Bot for Medigap agents: tracks state birthday/anniversary rules, open enrollment and guaranteed-issue windows, and drafts timely client reminders.

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Last updated October 15, 2026

Birthday Rule & GI Window Tracker: Free Medigap Retention Bot

Grok Bot

Animated preview

Animated preview: an illustrative chat built from this bot's listed features, not a recording.

What it does

Birthday Rule & GI Window Tracker: Free Medigap Retention Bot is a free Grok bot template. Free Grok Bot for Medigap agents: tracks state birthday/anniversary rules, open enrollment and guaranteed-issue windows, and drafts timely client reminders.

Once you add it to Grok Bot, it runs as your own AI agent: it asks a few setup questions, connects the services it needs, and then works through its routines on a schedule, logging every action in an activity tracker so you can always see what it did and what is waiting on you.

Who it's for

Medigap agents who don't want clients to miss no-underwriting switching windows.

No coding is required. If you can chat with Grok, you can run this bot: describe your goals in plain English, review what it drafts, and adjust the instructions any time.

Features

Keeps a dated, sourced table of state birthday and anniversary rules.
Tracks Medigap open enrollment, guaranteed-issue and trial rights.
Lists clients with windows opening in the next 30/60 days.
Drafts reminder messages for your approval.
Re-verifies state rules each quarter.
Logs every action to an activity-tracker CSV.
HOW TO USE: Ask: "Who has a birthday-rule window opening in the next 60 days?".
You get: A table: client ID, state, window dates, restrictions (e.g.
IL: same carrier only, ages 65-75), current carrier, and a draft reminder for each.
Ask: "Explain Oregon's birthday rule with the source".
You get: Window timing, restrictions, source URL and the date it was checked.
Ask: "Re-verify the state rules table".
You get: Checks the NAIC chart and state pages, lists any changes, updates the table with dates.

What it can access and what it never does

What it can access

Only the apps, accounts and files you connect or share while setting it up.
Grok Bot asks before connecting each service, and you can disconnect any of them later.
It runs in your own Grok Bot workspace. Grokbot Agents never sees your chats or data.

What it never does

It drafts, you approve: nothing goes out without your OK.
It never works outside the rules and limits you give it during setup.
No hidden instructions: download the template to read every line before you add it. Never paste passwords into the chat.

How to install this Grok Bot agent

Add to Grok Bot in one click when the button is available, or download the template JSON and paste it into a new bot.

Manual install:

Download the template JSON above
Get the Grok Bot app and sign in
Create a new bot in Grok Bot
Open the downloaded JSON and copy the instructions
Paste into the first message: "Set yourself up with these instructions"
Answer its setup questions and connect services

Setup steps for Birthday Rule & GI Window Tracker: Free Medigap Retention Bot

Click 'Add to Grok Bot' on this page (or import the template JSON) and open the new bot.

Say 'Let's get started.' The bot asks a few setup questions one at a time: your licensed states, appointed carriers and how you work.

Upload: Client CSV: client ID or initials, state, birth month/day, current carrier and plan, policy effective date, Part B start date, contact consent (yes/no)

Let it create the activity tracker /workspace/trackers/birthday-rule-gi-window-tracker.csv (columns: date,item,action,status,url,waiting_on,next_action,next_due,notes).

First prompts to try: "Who has a birthday-rule window opening in the next 60 days?" | "Explain Oregon's birthday rule with the source"

See the detailed Grok bot installation guide →

FAQ

Are the state rules always current?

It cites the source and date for each rule and re-checks quarterly, but you should confirm with the state DOI before advising a client.

Does it send anything?

No. It only drafts. You review and send everything yourself.

What about client health data?

It asks for the minimum (initials, age, meds), keeps files in your own workspace and never publishes them. Results are a pre-screen and the carrier decides.