Portfolio
Medicare InsuranceUSA
AI Lead Qualification & Live Transfer (Medicare)
An AI voice agent that screens and qualifies inbound Medicare callers for eligibility, stays strictly within compliance, and live-transfers only qualified callers to your licensed agents — with AI summaries, real-time transcripts, and sentiment analysis.
Lower cost
replaces large onshore/offshore prequalification teams
Fully compliant
enforced qualification gate, transcripts & audit trail
Qualified only
licensed agents receive only eligible, screened callers
The challenge
- In US Medicare, every caller must be qualified — confirmed eligible for Part A / Part B — before reaching a licensed insurance agent.
- The staff doing that prequalification legally cannot sell, compare plans, or give plan information; that is the licensed agent's role. So agencies hire thousands of onshore and offshore agents purely to run this non-selling compliance gate.
- Leads arrive around the clock from website phone numbers, and every one still has to be screened first — a huge, rising cost on work that produces no sale by design.
What we built
- We build an AI voice agent that greets every inbound caller, qualifies eligibility (e.g. Medicare Part A/B), and stays strictly inside the rules — it does not sell, compare, or advise.
- It live-transfers only qualified callers to your licensed agents, so they spend their time only on leads that count.
- Every call ships with AI summaries, real-time transcripts, and full compliance logging — and we give the agency sentiment analysis of the AI agent's interactions.
AI voice prequalificationEligibility screeningCompliant call routingLive licensed-agent transferAI call summariesReal-time transcriptsSentiment analysis
Described by industry and region to protect client confidentiality. Outcomes vary by business process, data quality, and implementation scope. Full case details available under NDA.