Transform Single Policies Into Lifetime Revenue Streams

Your Medicare members already trust you with their most important health decisions. coverage voice's Revenue Engine helps you capture that value by turning one-time policyholders into loyal, multi-product members through AI-powered outreach, segmentation, and engagement automation.

Operational in Days
HIPAA Compliant
No Developer Required

Revenue Engine Impact Metrics

Turn Your Member Book Into a Year-Round Revenue Engine

Growth potential

$2.4M

Additional revenue generated during the AEP season

25%

Coverage of inbound and renewal calls

5X

Extend Member Relationships Beyond Enrollment

Most Medicare agencies spend all their energy acquiring new clients, yet the real growth lies in the people they already serve. With coverage voice Medicare Voice AI, you can connect with every member year-round, uncover new coverage opportunities, and build lasting relationships that increase retention, trust, and total lifetime value.

Identify Untapped Coverage Opportunities

Your existing members hold more potential than you think. coverage voice analyzes your member database to find those missing dental, vision, or supplemental coverage and starts proactive conversations that feel personal, not promotional.

Identify Untapped Coverage Opportunities

Build Long-Term Trust

Regular, meaningful contact turns one-time clients into loyal members. coverage voice automatically checks in with your book of business to review benefits, explain updates, and schedule plan reviews.

Build Long-Term Trust

Engage Every Member

Whether it's renewals, plan reviews, or benefit reminders, coverage voice handles the heavy lifting. Our AI-powered voice agents manage thousands of outreach calls and texts simultaneously, maintaining 24/7 responsiveness during AEP and beyond.

Engage Every Member

Turn Policyholders Into Lifelong Clients

Retention starts with consistent, caring communication. coverage voice makes it effortless to keep members informed, supported, and loyal, turning single-policy enrollments into long-term relationships that continue to grow your revenue year after year.

Turn Policyholders Into Lifelong Clients

How Revenue Engine Works

Step 1

Strategic Book Analysis & Segmentation

AI analyzes your member book to uncover: Members missing dental, vision, Original Medicare members needing Medigap, Members near plan anniversaries or approaching age 65, Underinsured members with high deductibles or coverage gaps. The system creates segmented outreach lists, ensuring every contact is relevant and personalized.

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Step 2

Personalized Outreach at Scale

AI agents call, text, or email members with friendly, customized check-ins: "Hi Sarah, I noticed your Medicare Advantage plan includes dental benefits—are you using them? Many members don't realize they're leaving value on the table." For Original Medicare members, AI initiates coverage reviews, turning simple check-ins into meaningful advisory conversations.

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Step 3

Intelligent Interest Qualification

Not every member is ready to buy, and coverage voice knows the difference. Members are classified as: High Interest: Routed instantly to licensed agents, Medium Interest: Appointment scheduled automatically, Low Interest: Added to nurture campaigns, Disqualified: Excluded to maintain compliance. This ensures agents spend time only with members most likely to convert.

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Step 4

Proactive AEP Renewal Protection

During Annual Enrollment Period, coverage voice contacts every member before competitors do booking plan review calls, confirming renewals, and preventing churn.

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Step 5

Multi-Channel Member Engagement

Members engage however they prefer: Voice Calls: Personalized plan discussions, SMS: Appointment reminders, educational follow-ups, Email: Coverage summaries, comparison guides. All channels are coordinated and consent-based, maintaining CMS and TCPA compliance across every interaction.

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coverage voice Medicare Voice AI Revenue Engine Features

Personalization at Scale

Each member is greeted by name, with their coverage type, plan, and benefits referenced during conversation.

AI remembers past interactions and tailors future messages building real relationships that feel human and helpful.

Dynamic Product Recommendations

AI identifies the right time to offer:

  • • Dental and vision upgrades
  • • Critical illness and accident coverage
  • • Life insurance and final expense protection
  • • Medigap and hospital indemnity plans
  • • Long-term care and identity protection

Compliance and Brand Protection

  • • HIPAA, SOC 2, TCPA, and CMS-approved workflows
  • • Do-Not-Call scrubbing and timezone awareness
  • • 10-year audit trail with full call recording retention

Proven Results from Medicare Agencies Using Revenue Engine

Owner

Owner

Regional Medicare Agency

"Our AEP retention improved 15% because we reached out before competitors did. The ROI was clear within the first 90 days."

Agency Manager

Agency Manager

Independent Medicare Shop

"Members actually like hearing from us. They see us as partners now, not just sellers. Satisfaction went up right alongside revenue."

Ready to Unlock Your Book's Hidden Lifetime Value?

Test the revenue engine with a subset of your members and experience real results risk-free.