Medicare Voice AI for AEP & OEP Campaign Automation

Scale Through Medicare's Busiest Seasons Without Hiring. Handle 500% volume spikes during AEP and OEP with HIPAA-compliant Medicare Voice AI that answers instantly, captures SOAs, and transfers qualified leads to licensed agents 24/7, cutting seasonal staffing costs by 90%.

Operational in Days
HIPAA Compliant
No Developer Required

The AEP Crisis Crushing Margins

Every October 15 to December 7, Medicare call centers and brokers face a 400% increase in inbound calls. Hiring temporary agents is slow, expensive, and error-prone. By the time they're trained, half the AEP window is gone.

Average AEP Call Abandonment

31%

Average Revenue Loss per Missed Lead

$295

Average Temp Agent Error Rate

17%

The Smart Solution: Always-On Medicare Voice AI

24/7 AEP Coverage Without Staffing Limits

  • • Scales instantly from 10 to 10,000 concurrent calls.
  • • Answers every inquiry within seconds, no missed calls, no voicemails.
  • • Captures SOA, verifies eligibility, and warm-transfers qualified members to licensed agents.
24/7 AEP Coverage

OEP Retention Made Automatic

  • • Re-engages members during January-March Open Enrollment.
  • • Explains benefit changes and confirms renewals proactively.
  • • Routes at-risk members to retention teams, reducing disenrollments by up to 20%.
OEP Retention

Compliance Built In

  • • Collects verbal SOAs and verifies consent per CMS 2025 one-to-one requirements.
  • • Stores recordings securely for 10 years.
  • • Auto-updates scripts with CMS rule changes.
  • • Timestamps every interaction, keeping you fully audit-ready.
Compliance Built In

Data Intelligence First

  • • Filters out bad leads with AI-driven qualification.
  • • Analyzes inbound volume trends to optimize staffing.
  • • Forecasts AEP surges with 95% accuracy.
  • • Let's AI handle overflow while human agents focus on high-value cases.
Data Intelligence

Predictive AEP Forecasting

  • • Uses historical data and marketing triggers to predict call surges.
  • • Expands call capacity instantly without manual intervention.
  • • Guarantees zero hold time, even during viral campaigns.
Predictive AEP Forecasting

End-to-End Automation for AEP–OEP Process

coverage voice replaces manual calls, lead tracking, and reminder scripts with AI automation that sounds human, stays compliant, and scales instantly.

Step 1

Upload Leads

Any CSV or CRM list from Facebook ads, landing pages, or web forms. AI validates data and flags duplicates.

1
Step 2

Pre-Screen and Verify

Medicare Voice AI verifies age, ZIP code, eligibility window, and current coverage in seconds.

2
Step 3

SOA & Consent Collection

Automated verbal SOA recordings with 48-hour rule tracking.

3
Step 4

Warm Transfer or Callback Scheduling

Instant hand-off to licensed agents or next-day appointment if after hours.

4
Step 5

CRM Sync & Reporting

Full integration with Salesforce, HubSpot, Zoho, and AgencyBloc for conversion tracking.

5

Measured Results from 2024 AEP Campaigns

Performance Metrics Overview

0%20%40%60%80%100%Week 1Week 2Week 3Week 4Week 5Week 6Week 7Week 8Conversion RateCost Reduction

Calls handled in 90 days

6,800

Conversion Rate

50%

Cost Reduction

90%

Beneficiary Satisfaction

87%

Trusted by Medicare Leaders

Samantha Brooks

Samantha Brooks

Operations Director, MedSure Contact Center

"Using coverage voice during AEP 2024 was a game-changer. We handled triple the volume without adding a single seat."

Eric Nunez

Eric Nunez

Compliance Manager, PrimeHealth MA Plan

"Zero SOA violations for the first time in five years. Our compliance officer still smiles about it."

Patricia James

Patricia James

AEP Campaign Manager, SunChoice Brokerage

"Our after-hours conversion rates jumped from 2% to 11%. AI kept selling while we slept."

Seamless CRM Integrations

coverage voice integrates easily into your existing systems for real-time synchronization and compliance.

Salesforce

Salesforce

HubSpot

HubSpot

Zendesk

Zendesk

Twilio

Twilio

Salesforce

Salesforce

HubSpot

HubSpot

Zendesk

Zendesk

Twilio

Twilio

Salesforce

Salesforce

HubSpot

HubSpot

Zendesk

Zendesk

Twilio

Twilio

Salesforce

Salesforce

HubSpot

HubSpot

Zendesk

Zendesk

Twilio

Twilio

Frequently Asked Questions

Most deployments are operational within 3-5 business days. No developer required—our team handles integration, script customization, and testing before AEP begins.

Yes. coverage voice collects verbal SOAs per CMS 2025 requirements, records consent, timestamps every interaction, and stores recordings securely for 10 years—ensuring full compliance.

Absolutely. coverage voice scales instantly from 10 to 10,000 concurrent calls without manual intervention, guaranteeing zero hold time even during viral campaigns or marketing spikes.

coverage voice automatically re-engages members during January-March Open Enrollment, explains benefit changes, confirms renewals proactively, and routes at-risk members to retention teams—reducing disenrollments by up to 20%.

Yes. All communications are encrypted, logged, and managed under HIPAA BAA with SOC 2-certified infrastructure. Recordings are stored securely for 10 years with full audit trails.

Your Next AEP Starts Now

Don't let staffing limits or missed calls cost you revenue this season. Deploy coverage voice before October 15 to automate enrollment, ensure compliance, and convert every Medicare lead in real time.