Medicare bot ยท voice and text
The AI bot that qualifies Medicare leads for your licensed agents.
Ava calls and texts people exploring Medicare, confirms where they are in the process and transfers the ready ones live to a licensed Medicare agent.
- Runs 24/7
- Your approved script
- Live transfer to licensed Medicare agents
Sample conversation. Names are fictional.
Built for Medicare conversations.
Medicare leads go cold fast, and the busiest weeks of the year are the hardest to staff. The Medicare bot contacts every lead as it arrives, at any hour, and asks your qualifying questions the same way every time.
It confirms Part A and B enrollment, ZIP code, prescriptions, current carrier and preferred doctors. When a prospect qualifies, it transfers the call to a licensed agent with those answers already on screen. Plan comparisons, recommendations and enrollment stay with your agents.
What it collects
- Part A and B status
- ZIP code
- Prescriptions
- Current carrier
- Preferred doctors
Handoff
Use cases for the Medicare bot.
Speed to lead
Inbound and web leads are contacted as they arrive, including nights and weekends.
Busy-season overflow
Run many conversations at once when volume spikes, without hiring seasonal callers.
Aged lead follow-up
Text and call back older leads to find the ones who are ready to talk now.
Four steps, every time.
- Step 1
Load your script
Your Medicare questions, wording, states, hours and disclosures are set up before launch.
- Step 2
The bot reaches out
It calls and texts each lead, confirms permission to continue and asks your questions.
- Step 3
Answers are logged
Every answer is recorded as it is given, with a full transcript of the conversation.
- Step 4
Live transfer
Qualified prospects transfer live to your licensed Medicare agents, with the answers on screen.
Bots qualify and transfer. Quotes, advice and enrollment stay with your licensed agents. Read how we handle compliance.
Does the Medicare bot recommend or enroll people in plans?
No. It gathers qualifying information and transfers the prospect. Plan comparisons, recommendations and enrollment are handled by your licensed agents.
Can it use our own Medicare disclaimers and script?
Yes. The opening, consent wording and any disclaimers your compliance team requires are loaded from the script you approve.
What does the agent see when the call transfers?
The answers the bot collected, such as Part A and B status, ZIP code, prescriptions and current carrier, along with the full transcript.
Sell more than one line?
Put superintelligence to work.
See the Medicare bot qualify a lead with your script, then go live with your licensed Medicare agents.