Built for Medicare Agencies
AI Live Transfer Agent for Medicare Agents
Our Voice AI agent calls your Medicare beneficiary leads around the clock, qualifies them, and live-transfers directly to your licensed agents—all while sounding like a real person. CMS-compliant, HIPAA-ready, and built to scale your enrollments without adding headcount.
Problem/Solution
Why Medicare agencies struggle to scale:
Your Medicare beneficiary leads are valuable, but slow follow-ups and stretched agents cost you enrollments every day.
The Problem
Leads go cold fast
A beneficiary who filled out a form today is talking to three other carriers tomorrow. Without outreach in the first 60 seconds, you lose them—especially during AEP when competition is highest.
Hiring internal SDRs or VAs is expensive
Appointment setters churn constantly in Medicare. Training them on CMS compliance, Medicare products, and your sales process takes months—and they leave anyway.
Licensed agents are stuck cold calling
Your best closers are spending half their day on outreach, qualifying calls, and voicemails. That's not what you're paying them for.
Generic AI tools require months of setup
Most AI platforms give you a blank slate. Getting a compliant, Medicare-trained agent up and running takes months of prompting, testing, and rework.
The SolutioN (US)
Outreach in under 60 seconds
PeakSend calls every new lead immediately—before a competitor does. Consistent follow-up cadences keep beneficiaries warm until they're ready to talk.
No hiring. No turnover.
PeakSend agents are already trained for Medicare sales and ready to run from day one. They work through AEP without calling in sick, and they never skip a disclaimer.
Licensed agents only talk to qualified prospects
Your closers receive warm transfers with full call notes—confirmed interest, service area, current plan details. They can focus entirely on submitting enrollments.
Live in minutes, not months
We build and customize your Medicare AI agent for free. Most agencies are live within a day. For complex integrations, we handle the setup for you.
Trained for Medicare sales
Purpose-Built for Medicare Agencies & Carriers
Unlike generic AI solutions, our Voice AI agent is tailored for Medicare sales—including the compliance pieces most platforms skip.
Trained for Medicare Sales
Overcomes objections and smoke screens common to Medicare beneficiaries.
Phone Carrier SPAM Detection & Prevention
We automatically detect if your phone numbers have been marked as Spam and automatically switch them out for clean ones when necessary.
Detailed Note Taker
Extracts key details from the conversation your sales agents need to provide quotes and close deals.
Automatic Outbound Follow-ups
Most leads need multiple calls to answer. We use industry follow-up best practices to ensure no lead is wasted.
Customizable & Proven Sales Scripts
Use our proven Medicare sales scripts or bring your own to allow for seamless integration with your sales process.
TCPA & HIPAA Compliant
Our system complies with TCPA and HIPAA regulations. We can also enter into a BAA for HIPAA compliance.
Local Presence Dialing
This optional feature allows the AI to automatically call leads from a local area code to increase answer and conversion rates. (helpful if licensed in multiple states)
Records all phone calls
Call recordings ensure compliance and allow you to hear the conversations.
Live Transfer or Appointment Booking
The AI can transfer to live agents or book appointments for later.
CRM Integration
Captures each interaction and allows for organized records of each conversation.
Try Live Mini-Demo
Talk to AI Agent Live
Get an immediate call from our AI Appointment Setter to see what it sounds like and to learn more.
How it works
Set up is simple and easy.
01
Easy Onboarding
We specialize in technology so you don’t have to. We set up the system to work seamlessly with your sales processes—and make sure it's CMS-compliant before your first call.
02
Bring Your Leads
Bring your own leads or work with our recommended lead vendors. We’ll help you integrate them directly.
03
AI Does the Outreach
Your AI agent starts calling immediately—hooking interest, handling objections, delivering required disclaimers, and qualifying beneficiaries for transfer.
04
Enroll More Beneficiaries
Licensed agents receive warm transfers with qualifying details already captured. Every call is recorded. Your agents walk into every transfer with full context.
Real Call Sample
Hear it for yourself.
Recording has been trimmed at the end to protect PII.
Case Study
Medicare insurance agency - Aged Leads.
The Challenge
Vemax Insurance needed their sales team to be more efficient with their time to close more deals. Having their team cold call their aged lead list was time-consuming and expensive.
The Solution
Vemax Insurance built an AI sales agent with PeakSend, which handled 106,515 calls to follow up with 8,198 (aged) leads. Their AI transferred/booked 930 conversions at an 11.35% conversion rate after getting 58.91% of leads to answer the phone through automated follow-ups and intelligent number rotation.
Conversions (Live-transfers & Appointments)
Follow-up Calls Handled
Conversion Rate (with aged leads)
Case Study
ChoiceGuard Insurance Services.
The Challenge
During the 2024 Medicare Open Enrollment Period, ChoiceGuard struggled to keep up with hundreds of data leads. Their team was overwhelmed, and leads were falling through the cracks.
The Solution
ChoiceGuard hired our AI Appointment Setter, which handled 2,477 outbound calls in five weeks, scheduled 90 appointments, and completely freed their licensed agents to focus on closing sales.
Increase in Conversion Rate (Lead-to-Appointment)
Hours of Sales Agent Time Saved Weekly
Reduction in Staffing Costs
Customer Testimonial:
“The AI appointment setter transformed the way we manage leads during AEP—it’s like having a full-time SDR team without the cost.”
— Levi Duke, CEO of ChoiceGuard Insurance Services
AEP is coming. Your competitors are already using AI.
You Have Questions. We've Got Answers.
Not like you’d expect! When you think of Voice AI, you might think of a robotic voice like Siri or Alexa. However, our Voice AI Appointment Setter is indistinguishable from a human voice 90% of the time. Occasionally you can tell the accent or tone is a little off on certain words, so just like with any employee, it’s not 100% perfect but it can do the job and convert leads! See our sample of a real call above.
Yes. Our system includes required TPMO disclaimers for Medicare Advantage and Prescription Drug Plan sales, call recordings, and opt-out mechanisms per CMS marketing guidelines. We can also enter into a BAA for HIPAA compliance.
Yes. Call recordings are encrypted, access is restricted, and we offer a Business Associate Agreement (BAA) for agencies that need one. If you have specific compliance requirements, reach out and we'll walk you through how we handle your data.
That's one of the reasons Medicare agencies love PeakSend during AEP. Every call is recorded, TPMO disclaimers are delivered consistently on every call (no human forgetting), and opt-out requests are honored automatically. You get a clean audit trail.
Yes. The AI confirms the beneficiary is within your service area, checks their Medicare status, gauges interest in reviewing their current plan, and only transfers once they're qualified. No more wasted transfers.
Less than hiring most humans with the skills to do the job! (And it doesn’t require PTO, breaks, or benefits). Pricing is based on the level of customization required and the volume of calls you need. Talk to our AI to book an appointment with an account executive to get custom pricing for your needs. You can book a demo call to get started.
While our focus is on Medicare, our AI agent has also seen success with other lines of insurance, including life and final expense. We have proven sales scripts for most common lines of insurance, and you can also bring your own.
We’ve built our platform so that AI agents can be set up almost instantly. Answer a few questions and we build your Medicare-trained AI agent—proven script included. Most agencies are live within a day. Complex integrations take a little longer, but we handle that setup for you.