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We modernize and tech enable field agents with the first leads-to-enrollment Medicare campaign platform. Leverage actionable member and market insights paired with our technology solutions to help drive growth, retention, and profitability.

How Do the CMS Final Rules Affect Medicare Enrollments for the 2024 AEP?

Branded Advertisements

The branded ads rule requires each Medicare ad to display a single or group of carrier names. When a lead is generated from a branded ad, an agent can only enroll the prospect into a plan associated with the brand(s) mentioned in the ad. This is intended to save beneficiaries from unclear Medicare marketing and bait-and-switch schemes. For the 2024 AEP, this means that leads must have traceability for each branded ad.

48-Hour SOA Waiting Period

Agents must now wait a minimum of 48 hours after obtaining a SOA before conducting a sales meeting with their prospect. Instead of pushing the prospect with a cold and rushed approach, agents should spend the 48-hour waiting period to inquire, document and understand their prospect’s needs. This will create a more pleasant experience for the prospect and result in stickier enrollments for the agent.

MyMedicareBot is proud to be the first to offer a CMS Final rules compliant leads-to-enrollment solution for Medicare field agents!

What Does Our Leads-to-Enrollment Solution Provide?

What Does Our Lead-to-Enrollment Solution Provide Infographic
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Learn more about how your agents can increase their conversion rates by 40-60%!

Medicare Field Agent Portal

  • Integrated softphone functionality: No additional hardware required—just a microphone and headset
  • Obtain a compliant voice scope of appointment with a CMS-approved script and call recording functionality
  • Deliver an electronic scope of appointment via email or text
  • Personalize email or text message
  • Track:
    • When the form was sent
    • Who signed it
    • When they signed it
    • Which items are approved for sales discussion with the agent
  • Submit CMS compliant enrollments in-person or telephonically
  • Telephonic enrollments can be completed in as little as 20 minutes
  • Inbound/outbound calls are automatically recorded and evaluated with sentiment analysis, transcription, and stored for 10 years
  • Load call information in real time (1-2 minutes)
  • Available as a stand-alone solution or can be integrated with ConnectureDRX Digital Medicare solutions or other solutions
  • Rapid deployment: Field agent portal can be implemented in 3-6 weeks

Business Intelligence - Portfolio Analytics & Consulting

Our Portfolio Analytics helps your health plan identify your best markets and prospects based upon historic CMS data, competitive market intelligence, and actual health plan enrollment data. We provide customized data analysis and consulting to ensure that you are optimizing your membership retention and sales campaigns. We load and analyze historic membership and claims data and apply CMS data, competitive market intelligence data, and then we apply the outcome to ensure you can achieve your membership retention, membership growth, and quality score goals. In just a few clicks, our interactive real-time data reports will give insight to help target marketing and lead spend on counties where you are more likely to win.

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Portfolio Analytics Benefits

  • Our Portfolio Analytics is a pragmatic sales and business intelligence tool that leverages actual membership and claims data to drive sales and retention campaigns
  • Your health plan’s marketing and data science teams can use this tool to augment your market segmentation analysis. We provide the heavy lifting by analyzing millions of records to help identify the best markets to focus your marketing and lead resources

Portfolio Analytics Features

  • Fully customized analysis is based on your proprietary membership and claims data, because there’s no one-size-fits-all solution to your retention and growth strategy
  • Fully hosted solution utilizes powerful business intelligence framework in a secure HIPAA compliant platform
  • Integrated with CMS historic and your health plan’s proprietary plan data to enable meaningful and actionable insights into your product distribution

Omni-Channel Sales Platform

Our Omni-Channel Sales Platform is available as either a fully hosted or an API-only solution, providing powerful and easy-to-use shopping and enrollment tools that optimize sales conversions and consumer self-service across the two primary distribution channels: consumer direct and telesales. With our platform, information is shared across channels in realtime to provide a seamless experience for shoppers and the agents assisting them. There’s no wrong door when users shop—each step in the process is continuous, regardless of which channel shoppers prefer to use. For carriers, our platform provides an omni-channel view of the Medicare business and is integrated with powerful business intelligence tools and reports to ensure full visibility into shopper conversions across all sales channels.

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Omni-Channel Sales Platform Benefits

  • UX and workflow optimized for consumer direct and telesales channels to maximize your sales and retention opportunities
  • Omni-channel approach provides consistent experience across channels
  • CMS-compliant shopping and enrollment experience
  • Integrated business intelligence and reporting tools provide actionable insights to increase sales and retention
  • Rapid implementation: most clients can be live in just a few weeks

Omni-Channel Sales Platform Features

  • Intuitive and easy-to-use shopping, quoting and enrollment of PDP, MAPD, and Medigap plans
  • Drug cost calculations that match
  • Drug search with pre-selected most commonly prescribed dosage and quantity to improve quoting accuracy
  • Integrated online enrollment system supporting CMS model form and custom form designs
  • Fully integrated with your CRM, enrollment or data warehouse tools
  • Integrated with CMS BlueButton and Amazon Alexa to increase member self-service

Member Retention and Conversion Program

Our Member Retention and Conversion Program enables your health plan to implement more effective member retention and PDP-to-MAPD conversion program for your entire PDP and MAPD membership. Through the proactive delivery of personalized plan recommendations before AEP, our program optimizes your membership and quality scores.  We deliver the program through our turnkey platform or fully manage it ourselves to ensure that you can implement without impacting your current resources.  With over a third of all Medicare beneficiaries shopping for plan options each year, smart health plans know that being first to recommend plan options drives higher retention and brand loyalty and reduces call center costs.

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Member Retention and Conversion Program Benefits

  • Increases member retention at a lower operating cost by delivering personalized plan recommendations on whether a member should stay, switch, or upgrade their current plan before AEP begins
  • Increases member satisfaction and quality scores by identifying and targeting at-risk members for personalized service and sales communications
  • Drives effective PDP-to-MAPD conversion programs through personalized communication of network analysis, member cost savings, and value added services

Member Retention and Conversion Program Features

  • Leverages membership and claims data to deliver personalized plan recommendations with detailed costs information to calculate accurate savings estimations to ensure members know if they are in the right plan
  • We work with large or small teams—the program is available as a platform to enhance your current sales and marketing resources or as a fully-managed program with program management, call center, and marketing fulfillment capabilities
  • Works seamlessly with your current email or print vendors to provide a scalable communication platform for your entire membership