Medicare Enrollment Automation That Converts Every Lead Into Revenue
Every Annual Enrollment Period (AEP), Medicare brokers and FMOs face costly inefficiencies. coverage voice solves this with HIPAA-compliant Voice AI that answers every Medicare call instantly, pre-screens eligibility, captures Scope of Appointment (SOA), and warm-transfers verified leads to licensed agents with 5× higher conversions and 50% lower cost per acquisition (CPA).
The $2 Million Problem Brokers Face During AEP
Manual enrollment systems can't keep pace with 24/7 consumer demand. What brokers need isn't more agents, it's an intelligent, always-available AI enrollment team.
2,477
Outbound Calls
90
Qualified Appointments
50%
Staffing Cost Reduction
37%
Higher Member Retention
Medicare Voice AI Solution: Your 24/7 Enrollment Team
coverage voice deploys multi-agent AI voice teams trained specifically for Medicare enrollment workflows. These AI agents manage the entire journey from first contact to completed enrollment with human-level accuracy and empathy.
Intelligent Pre-Screening & Qualification
- • Every inbound or outbound lead is answered within seconds.
- • Age, location, and existing coverage are validated through real-time logic.
- • AI identifies Medicare + Medicaid prospects and routes them accordingly.
- • Each call logs age, coverage type, enrollment period, plan preference, and consent details directly into your CRM.
- • All calls are encrypted, time-stamped, and stored for 10 years.
Seamless Warm Transfers to Licensed Agents
Once qualified, the AI performs a warm transfer, not a blind hand-off. Agents receive a full call summary, including:
- • Eligibility confirmation
- • Enrollment window (AEP, OEP, or SEP)
- • Plan preferences (HMO, PPO, SNP, etc.)
- • Ancillary opportunities (dental, vision, hearing)
- • Prior carrier details
For after-hours leads, coverage voice automatically schedules callbacks with full conversation history preserved, resulting in 5× higher next-day conversion rates compared to manual follow-ups.
Automated SOA Collection & Compliance
Compliance is non-negotiable in Medicare sales. coverage voice enforces CMS rules automatically.
- • AI collects and records verbal Scopes of Appointment with date/time stamps.
- • Automatically tracks waiting periods (with exceptions for walk-ins and final AEP days).
- • SOAs and consent logs are retained securely for the required 10 years.
- • AI scripts follow approved disclosures and disclaimers before any product discussion.
- • Built-in consent management ensures all outreach respects regulatory limits.
Technology Built Specifically for Medicare
Generic call-center bots can't handle the nuances of CMS compliance, SOA timing, or health data privacy. coverage voice is purpose-built for Medicare workflows. Every line of code in coverage voice exists to help brokers and FMOs stay compliant, scalable, and profitable.
- • HIPAA-secure, US-based infrastructure (no offshore risks)
- • CMS-approved conversation frameworks for AEP/OEP/SEP flows
- • Multilingual and accent-adaptive voice models for diverse senior populations
- • Real-time eligibility verification via integrated carrier APIs
- • CRM integrations with Salesforce, HubSpot, Zoho, and AgencyBloc
- • Automated commission data feeds for FMO performance dashboards
- • Voice cloning for consistent brand tone per agency
- • DNC scrubbing & TCPA consent tracking before every outbound call
The AI Enrollment Workflow
From first contact to completed enrollment, coverage voice automates every step of the Medicare enrollment journey.
24/7 Pre-Screening
AI instantly verifies age, coverage, and enrollment status for all inbound and digital leads, filtering high-intent prospects.
Appointment Scheduling
Leads book consultations directly into your calendar or CRM. Confirmations and reminders are sent via SMS and email.
Enrollment Readiness
AI verifies required documents, confirms SOA, and prepares the agent for a compliant, high-value enrollment call.
Welcome Calls
Once the member enrolls, coverage voice sends personalized welcome messages summarizing benefits and confirming effective dates.
Renewal Outreach
As AEP approaches, AI automatically re-engages members, boosting retention and renewal rates by up to 30%.
Why Medicare Brokers Choose coverage voice
Always-On Engagement
24/7 availability ensures no lead goes unanswered, even during peak AEP periods.
Lower CPA
50% reduction in cost per acquisition through automated pre-screening and qualification.
Faster Compliance
Automated SOA collection and CMS rule enforcement keep you audit-ready.
Happier Members
Instant responses and personalized service improve member satisfaction and retention.
Smarter Scaling
Scale from 10 to 10,000 concurrent calls without additional staffing costs.
Trusted by Brokers, FMOs, and Compliance Teams
Karen Lopez
Medicare Agency Owner, Nevada
"Best decision before AEP 2025. We adopted coverage voice two weeks before enrollment season. Setup took under 48 hours, and the platform immediately started booking compliant callbacks and renewals. It's the most impactful upgrade we've made since switching CRMs."
David Raines
Licensed Agent, Illinois
"Our agents close faster than ever. The voice AI for Medicare leads conversion, hands off verified eligibility, plan type, and intent notes before each transfer. Agents spend zero time re-asking questions and close within minutes."
Seamless CRM Integrations
coverage voice integrates easily into your existing systems for real-time synchronization and compliance.
Salesforce
HubSpot
Zoho
AgencyBloc
Salesforce
HubSpot
Zoho
AgencyBloc
Salesforce
HubSpot
Zoho
AgencyBloc
Salesforce
HubSpot
Zoho
AgencyBloc
Automate Enrollment Before the Next AEP
The next AEP is your biggest opportunity. Don't let staffing limits or missed calls cost you revenue. Schedule a personalized walkthrough and see how coverage voice's Medicare Voice AI automates enrollment, ensures compliance, and turns every Medicare inquiry into a policyholder.