Purpose-built
for Medicare
CMS-compliant call scripts out of the box. Plan and enrollment-based targeting. Natively integrated forms across every intake channel.
The problem
Medicare isn't a vertical.
It's a regulatory environment.
Generic call platforms treat Medicare like any other insurance vertical — same scripts, same routing, same forms. But Medicare has CMS compliance requirements that change every year, enrollment periods that dictate when you can and can't sell, plan-specific targeting rules, and consumer protection regulations that carry real penalties.
Generic voice AI says the wrong things. CMS requires specific disclosures, prohibits certain comparisons, and mandates scope-of-appointment compliance.
Buying calls outside AEP/OEP/SEP windows wastes budget on callers you can't legally enroll. Generic platforms don't know the difference.
Caller data lives in one system, web form data in another, partner pings in a third. Your agents scramble to piece together the picture.
CMS-compliant voice AI
Scripts that pass compliance review
Every voice AI script is built against current CMS Medicare Communications and Marketing Guidelines. Not adapted from a generic template — written specifically for Medicare.
“Thank you for calling. This is a call about Medicare health insurance. I'm an AI assistant and I'd like to help determine which plans may be available in your area. This call may be recorded for quality purposes. May I continue?”
CMS-required disclosure: identifies as AI, states call purpose, recording notice, asks permission
“Yes, go ahead.”
“Great. I'll need to verify a few things. What is your ZIP code?”
ZIP determines plan availability — routed to geo-appropriate agent
“33601.”
“Thank you. And are you currently enrolled in Original Medicare, or do you have a Medicare Advantage plan?”
Enrollment status determines eligible plan types and SEP qualification
“I have Original Medicare with a supplement.”
“Understood. I'm going to connect you with a licensed agent who specializes in Medicare plans available in the Tampa area. They'll be able to review your current coverage and discuss options. One moment please.”
Handoff with full context: ZIP, enrollment status, plan type → agent screen pre-populated
Enrollment-aware targeting
Bid strategies that know the calendar
TapQuality understands Medicare enrollment periods natively. Your campaigns automatically adjust targeting, bidding, and screening based on which enrollment windows are open.
Annual Enrollment Period
The primary selling season. All Medicare beneficiaries can change plans. Highest call volume, highest competition, highest CPAs.
Maximize budget allocation. Increase geo modifiers for high-density Medicare ZIP codes. Run propensity scoring at maximum sensitivity.
Open Enrollment Period
Medicare Advantage enrollees can switch plans or return to Original Medicare. Lower volume, more targeted.
Target MA enrollees only. Reduce bids on Original Medicare callers. Focus on plan dissatisfaction signals.
Special Enrollment Period
Triggered by life events: moving, losing coverage, dual-eligible status, chronic conditions. Year-round opportunity.
Screen for qualifying events in voice AI. Auto-route SEP-qualified callers to specialized agents. Flag non-qualifying callers before they reach your team.
Native plan intelligence
County-level targeting from
real plan data
Carrier enrollment data is built into the platform and updated monthly. Target by county, route by plan availability, and bid based on where each carrier has the deepest penetration.
Unified intake
One record, every channel
Whether a caller filled out a web form, was pinged by a partner, or answered questions from voice AI — your agents see the same unified record on their screen when the call connects.
Web forms
Medicare assessment forms on your landing pages. ZIP, DOB, current coverage, plan preferences — captured and available before the call.
Form submit → TapQuality → agent screen pre-populatedPartner pings
Lead vendors POST caller metadata via API. Source, caller demographics, and attribution data attached to the call before the auction runs.
POST /v1/ping → auction → ring pool → call routed with full contextVoice AI collection
The AI screening agent collects ZIP, DOB, enrollment status, current plan, and qualifying events through natural conversation. Structured data, not transcripts.
Voice AI → structured JSON → agent whisper + screen popPlan-level targeting
Route by what they need,
not just where they are
Go beyond geo targeting. Route callers based on their current plan type, desired benefits, enrollment eligibility, and the specific products your agents are licensed to sell.
County-level plan availability
Medicare Advantage plans vary by county. Route callers to agents licensed for plans available in their specific county — not just their state.
Benefit-based routing
Caller wants dental and vision? Route to the agent selling the plan that includes both. Interested in low-premium? Different agent, different plan.
Enrollment period logic
Automatically adjust campaign eligibility based on active enrollment periods. SEP callers get routed to agents trained on qualifying events.
Product-line separation
Medicare Advantage, Medicare Supplement, PDP, DSNP — each product line can have independent campaigns, bid strategies, and agent pools.
Built for Medicare. Ready for AEP.
Get your campaigns set up before enrollment season. CMS-compliant scripts, enrollment targeting, and unified intake — out of the box.
Get started