Industries · Medicare

Compliant Medicare campaigns at scale — TPMO-disciplined AI fronters, licensed agents on every regulated word.

CMS TPMO · licensed-human close
The campaign

What this floor is up against.

  • CMS TPMO rules make every fronter mistake expensive — one missed disclaimer is a finding.
  • Permission-to-contact and no-cold-call rules demand list discipline most floors can’t prove.
  • Enrollment-chain recording and retention obligations outlive the campaign by years.
  • AEP surge staffing means training armies of temps on the strictest script of the year.
The division of labor

What the AI does. What your people do.

AI agents

  • Open with identity and recording notice, deliver the TPMO disclaimer verbatim before benefits come up — every call, provably.
  • Qualify eligibility context and capture Scope of Appointment before any plan conversation.
  • Never invent an answer: plan specifics route to your licensed agent, on purpose.
  • Book or warm-transfer to licensed agents with the consent trail attached.

Your team

  • Licensed agents handle plan comparison, benefits, and enrollment — the AI never presents plans.
  • Compliance teams get 100% of calls scored for the disclosures CMS expects to hear.
On the line

What a call looks like.

Live · Medicare — Outbound (PTC list)
Revolv agent
Hi Robert, this is Ava on a recorded line about the Medicare information you requested.
00:02
Revolv agent
Quick required note: we do not offer every plan available in your area…
00:08
Caller
Okay, that’s fine.
00:15
✓ TPMO disclaimer✓ SOA captured✓ Recording notice

Illustrative call flow — scripts, voices, and guardrails are configured per campaign with your team.

The handoff, by design
Greet & disclose Identity and recording notice, on every call
Qualify On-script questions, exactly as written
Consent & disclosures Captured and provable on the recording
Warm transfer Context handed forward, caller never repeats
Your team closes Regulated acts stay with licensed humans
Compliance

The rules, built into the rails.

Revolv enables compliant campaigns — disclosures that can’t be skipped, consent that’s provable, every call QA-scored. Your counsel sets policy; the platform enforces it.

CMS TPMO disclaimer

The required disclaimer is part of the script the AI cannot skip — and the recording proves it played.

Scope of Appointment

SOA capture is built into the flow before any plan discussion is scheduled.

Recording & retention

Calls in the enrollment chain are recorded and exportable for the long retention windows Medicare work demands.

No-cold-call posture

Built for permission-to-contact lists — the platform enables consent-first calling, and your list hygiene stays decisive.

Marketing-language guardrails

No “free”, no “best”, no government affiliation — the script is the script.

Platform-wide compliance posture →
Your stack

Works with your Medicare stack.

SunFireConnectureDRXMedicareCENTERVICIdialFive9HubSpot all integrations →
Questions

Asked by every floor we talk to.

Can an AI even call about Medicare?

The AI handles the non-regulated front of the call — identity, recording notice, TPMO disclaimer, qualification, SOA, scheduling. Everything CMS reserves for licensed humans stays with your licensed agents.

How do you handle the TPMO disclaimer?

It’s embedded in the call flow before benefits discussion, delivered verbatim, and verified on the recording by QA — on every call, not a sample.

What about AEP volume?

Capacity scales without temp hiring: more concurrent AI fronters during AEP, the same licensed close team where it matters.

Adjacent

Floors like yours also run:

See it on a Medicare campaign.

A 20-minute walkthrough mapped to your dialer, your lists, and your compliance posture.