AI for Medicare agents that calls, books, and captures the Scope of Appointment
Your leads get called in seconds, your appointments get booked, and the Scope of Appointment gets captured on the same recorded call, verified, and archived. Built by an agency owner and run on a live book before it ever reaches yours.
AEP doesn't wait for you to call back
From October 15 to December 7, every Medicare agent in America is dialing the same seniors. The lead you paid for this morning is enrolled with someone else by Friday if nobody calls. Mach 5 calls in seconds, every time, and keeps calling until the appointment is on your calendar or the lead says stop. The rest of the year, the same engine works your turning-65 names the day their window opens and keeps your book close at renewal.
Your leads, wherever they come from
Carrier handoffs, IMO portals, lead vendors, purchased lists. However your leads arrive, they land in Mach 5 and Aria starts the outreach in seconds. Emailed leads get parsed in automatically. Portal leads connect by webhook or a simple upload. Real-time vendor leads fire the moment they hit your system. During AEP, the agent who calls first wins, and with Mach 5 that agent is you.
Compliance is built in, not bolted on
Medicare sales run on rules. Mach 5 was built around them.
Scope of Appointment on every call
Aria reads the Scope of Appointment on the recorded line after the booking confirms. If an appointment gets booked over text or a calendar link, she calls right back and captures it by phone.
Verified by AI, reviewed by you
Every recording gets checked against the transcript before your appointment. You see the verdict and the full transcript, and anything that needs your ear gets flagged before you walk in.
Recorded and archived
Every call recording and transcript is filed automatically to your own storage, organized by client and date, so the file is there any time you need to pull it. Ten years from now included.
Disclosures up front
The required disclosures are delivered at the top of every call, word for word, every time. Appointments book with the required lead time built into the calendar.
Turning-65 lists, handled right
Load a T-65 list and every name waits until their enrollment window opens. Then outreach starts automatically, and it stays inside the window. Aged 65-plus lists go to work right away. You buy the list once, and the system works it on the calendar Medicare sets.
Inbound is covered too
Calls get answered with the required disclosures up front, live transferred to you when you're free, or booked same day when you're not. A senior who calls your number talks to a voice, not a voicemail.
Your book stays your book
Enrolled clients move into their own protected lane. AEP outreach, Q1 check-ins, and annual review scheduling run to your book automatically, so your clients hear from you before they hear from a competitor.
How it works
A lead comes in
From a carrier, a portal, a vendor, or a list you loaded. It lands in Mach 5 tagged and ready.
Aria calls
Within seconds for hot leads. On window-open day for T-65 names.
The appointment books
On your calendar, with the Scope of Appointment captured on the recorded line, verified, and filed.
You run the appointment
You show up and sell. The follow-up, reminders, and no-show recovery are already running.
What it runs on
The Medicare system runs on the Core plan at $397 a month.
What does Mach 5 do for Medicare agents?
Mach 5 calls the leads you already have, books the appointment, and captures the Scope of Appointment on the same recorded call. It also works turning-65 lists inside their enrollment windows, answers your inbound line, and runs AEP and annual review outreach to your existing book.
How is the Scope of Appointment captured?
Aria reads the Scope of Appointment on the recorded line after the appointment is confirmed. The recording is checked against the transcript, and the audio and transcript are archived automatically so you can pull the file whenever you need it.
Can it work the leads my carrier or IMO sends me?
Yes. Emailed leads parse in automatically, portal leads connect by webhook or upload, and real-time vendor leads fire outreach the moment they arrive.
What happens with turning-65 lists?
Every T-65 name waits until their enrollment window opens, then outreach starts automatically. Aged 65-plus lists go to work right away.
Does this handle AEP?
Yes. New leads get called in seconds during the busiest window of the year, and your existing book gets AEP outreach so your clients book their review with you first.
What does it cost?
The Medicare system runs on the Core plan at $397 a month. Book a call and we'll walk through the numbers for your agency.
Your leads are aging while you read this
Book a call and see the system live. Then decide.