Solutions for Health Plans and Brokers

Drive membership growth, retention, and profitability with technology and market insights from MyMedicareBot.

Medicare beneficiaries will grow by 20 million in 2030. Differentiation and better market insights are needed to win.

Boomers will be the majority of Medicare beneficiaries in less than 10 years. The field agent channel performs better than telesales and is becoming the preferred channel for reaching this demographic. Modernizing field agent capabilities to align with boomer shopping and enrollment preferences is critical for membership growth and retention.

Empower field agents with the first multi-carrier quoting and enrollment platform to record sales and enrollment calls while aligning with boomers’ shopping journeys and meeting the 2024 CMS proposed final rule requirements.

Know your best markets to focus your efforts where you are more likely to win during annual enrollment. Maintain current membership levels by identifying at-risk markets and targeting them with a retention or upgrade campaign.

Improve retention and growth by 30% with our AI-powered retention and conversion program. You will deliver personalized plan recommendations to each member before they shop and improve their experience and satisfaction.


2023 AEP Retrospective Report

Gain valuable information and actionable insights from the 2023 AEP to implement distribution strategies and campaigns for more effective growth and retention in the 2024 annual enrollment period.

AEP Marketing and Distribution Webinar

Learn how organizations are addressing the new Medicare leads-to-enrollment challenges for carriers, FMOs, telesales and lead providers, and how to develop and distribute branded leads in the new 48-hour SOA world.

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retention and profitability?

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