AI for Medicare Lead Qualification.

Medicare is highly competitive and heavily regulated. Your licensed agents (the most expensive people on your floor) shouldn't be spending their time screening for basic eligibility like age, current coverage, or ZIP code.

At $50-$110 per qualified transfer, sending a caller who is under 65 or outside their enrollment window to a licensed agent is a direct loss. And with the high "floor tax" on human screeners, your media margin is being squeezed from both sides.

Klariqo's automated pre-qual layer handles the front of your funnel, delivering only pre-screened, eligible, and high-intent leads to your licensed agents.

The AI manages the initial intake conversation, ensuring all CMS-mandated disclosures are heard and all eligibility criteria are met.

Age & Initial Eligibility:

• Confirms the caller is 65+ or qualifies via disability.
• Verifies they are a U.S. citizen or lawfully present.
• Checks if they are currently on Part A & B.

Enrollment Window & Situation:

• Identifies if the caller is in an enrollment window (AEP, OEP, or SEP).
• Confirms if they have recently moved or lost other coverage.
• Checks current coverage (Advantage, Supplement, or Original Medicare).

Intent & Authority:

• Verifies the caller is the decision-maker for their health plan.
• Confirms they are looking to compare plans or enroll in a new plan now.

CMS Compliance:

• Automatically delivers mandated disclosures (compensation disclosure, non-steering rules) before transfer.

Klariqo plugs directly into your VICIdial, , or SIP dialer as a remote extension. No complex API integration or Twilio trunks required.

1. Register the Extension: We provide a SIP address. Your admin adds it to your dialer like a remote human agent.
2. Configure Your Script: We tune the AI to follow your exact qualification rules and CMS disclosure requirements.
3. Automate the Filter: Answered calls route to the AI extension first. Only eligible leads get warm-transferred to your licensed agents.

Stop paying a "floor tax" on Medicare screening. Use a SIP-native pre-qualifier to ensure 100% agent utilization.

Human rates include wages, dialer licenses, and management overhead.

By detecting answering machines in 4 seconds and instantly handling DNC requests, you protect your warmed numbers and keep your campaign quality scores high.

Medicare has the strictest marketing rules in the industry. We built Klariqo to be the compliant choice.

• Non-Sales Intake: The AI never discusses specific plan names, premiums, or networks. It handles intake; your licensed agents handle the sale.
• Mandatory Disclosures: Our AI never "forgets" to read the required CMS disclosures—ensuring 100% compliance on every transfer.
• Full Audit Trail: Dual-channel recordings and complete transcripts are stored with 10-year retention capability for federal audits.
• TCPA & FCC: Full consent documentation and sub-500ms response times for a natural, professional experience.

Medicare FMOs & Agencies: Protect your licensed agents. Deliver only the most qualified, pre-screened transfers so they can focus on enrollments.

Pay-Per-Call Publishers: Eliminate chargebacks from buyers who received unqualified transfers. Improve your buyer's ROI and scale your campaigns.

BPO Operators: Handle the massive AEP/OEP volume spikes without the hiring and training nightmare of seasonal screeners.