Industry: Medicare Insurance
AI Systems Built for Medicare Insurance Agencies, FMOs, and Brokers
Your agency lives and dies by AEP — the call spikes, the lead burn, the CMS compliance, the retention, all hitting at once. We build the call center, qualification, compliance, and retention systems that carry the load for you.
We've spent years running AI call centers and retention systems for a high-volume membership business — handling 20+ simultaneous calls, qualifying leads in real time, and recovering customers who'd gone quiet. That's the exact engine a Medicare agency needs for AEP, and we build it around CMS marketing requirements for your agency.
Production results are from a travel/membership engagement. Outcomes vary by business and scope.
Industry Challenges
Where Medicare Agencies Lose Enrollments and Commission
Your AEP Call Volume Spikes 5-10x
Your fixed agent capacity can't catch it, so you miss calls, lose beneficiaries, and lose the commission with them.
Your Agents Burn Hours on Bad Leads
Without automated qualification and routing, your team works unqualified or out-of-area leads, and your lead spend never converts.
Your Compliance Exposure Grows With Your Team
Recording, scope of appointment, and disclaimers handled inconsistently across a growing agent force is real CMS risk.
Your Beneficiaries Slip Away Between Seasons
With no year-round outreach, avoidable disenrollments cost you lifetime commission value.
Our Solutions for Medicare Insurance
The Medicare Agency AI Stack
AI Medicare Call Center
We handle your inbound calls through AEP and OEP, pre-qualify beneficiaries, capture intent, and warm-transfer to a licensed agent.
Lead Qualification & Appointment Setting
We qualify your leads on eligibility, plan type, and zip code, then book them straight into your agents' calendars.
CMS Compliance Automation
We build call recording, scope-of-appointment capture, and disclaimers designed around CMS marketing guidelines, with audit-ready logs.
Beneficiary Retention System
We keep your beneficiaries engaged year-round with plan check-ins, OEP reminders, and re-enrollment nudges.
RAG Assistant for Licensed Agents
We give your agents instant answers from your carrier portfolio, plan benefits, formularies, and compliance scripts.
FAQ
Common Questions
Ready to Scale Medicare Enrollments Without Scaling Headcount?
Book a free consultation. We'll review your current call center and lead flow and show you exactly what a CMS-aware AI stack would look like for your agency. If it's not a fit, we'll tell you.
Book Free Consultation