INSURANCE · MEDICARE

Medicare inbound calls for licensed agencies and call centers.

Consumer-initiated calls from Medicare-eligible callers, built for CMS marketing rules and routed to licensed agents by state, plan type and your enrollment-season hours.

AT A GLANCE

01Built around CMS marketing and communications rules

02Routed to licensed agents by state

03Plan type set by the buyer

04Volume follows the enrollment calendar

SHORT ANSWER

What are Medicare calls?

Medicare calls are inbound phone calls from people who are eligible for Medicare and want help comparing plans, such as Medicare Advantage, Part D or Medicare Supplement. Campaigns for Medicare Advantage and Part D must follow CMS marketing and communications rules, including third-party marketing disclaimers where they apply.

  • Built around CMS marketing and communications rules
  • Routed to licensed agents by state
  • Plan type set by the buyer
  • Volume follows the enrollment calendar
SCREENING

What a qualified Medicare caller looks like.

Typical starting rules. Your final rules are written into the campaign brief before launch.

  1. 01Eligible for Medicare
  2. 02In a state where your agents are licensed
  3. 03Interested in the plan type you sell
  4. 04Has Medicare Parts A and B, if required
  5. 05Calls during your staffed hours
  6. 06Not a duplicate within your window
COMMON EXCLUSIONS

Calls that should not route.

Clear exclusions protect your intake capacity and give the campaign an objective target.

  • ×Not yet eligible, unless you accept turning-65
  • ×Outside your licensed states
  • ×Seeking Medicaid only, if excluded
  • ×No interest in discussing plans
  • ×Duplicate within the lookback window
BUYING MODELS

How Medicare calls are bought.

Price is agreed per billable event and depends on screening, geography and delivery type.

ModelWhat you pay forGood fit when
Inbound callA consumer-initiated call that passes the billable durationYour intake team screens every call itself
Qualified callA call that meets duration plus your screening rulesOnly a specific caller is worth paying for
Live transferA caller screened by an agent, then handed overRules are strict and you want callers pre-qualified
Real-time biddingCalls won at your bid, call by callYou have volume, data and an API endpoint
COMPLIANCE NOTES

Built for regulated intake.

General information, not legal advice.

The Medicare Annual Enrollment Period runs from October 15 to December 7, and the Medicare Advantage Open Enrollment Period runs from January 1 to March 31. Volume and staffing plans should follow these dates.

Medicare Advantage and Part D marketing is regulated by CMS. Ads, scripts and disclaimers are reviewed against the buyer's compliance requirements before launch.

INSURANCE FAQ

Common questions.

01Do you support Medicare during AEP?+

Yes. Campaigns are planned around AEP volume, with caps and hours set to your agent staffing.

02Do calls include the required TPMO disclaimer?+

Where CMS rules require it, the disclaimer is built into the call flow or script approved by the buyer.

03Can I buy Medicare Supplement calls only?+

Yes. Plan type is part of the screening rules.

NEXT STEP

Price Medicare calls
for your intake.

Share your states, screening rules, hours and daily capacity. We’ll reply with availability and next steps.

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