Medicare calls from beneficiaries who dialled in
T65, AEP and special enrolment traffic — age-verified and routed by county, not just state.
The most regulated vertical we run, and the most seasonal.
Medicare has two distinct rhythms. There is the steady year-round flow of people approaching 65 for the first time, and then there is the Annual Enrolment Period from mid-October to early December, when a year's worth of shopping compresses into seven weeks.
It is also the vertical where the rules bite hardest. CMS marketing requirements govern what a disclosure must say, what a call recording must capture, how long it must be retained and what a permission-to-contact actually means. Our creative and our IVR disclosures are built against those requirements, and we update them when guidance changes.
Routing matters more here than anywhere else, because Medicare Advantage plan availability is set at county level rather than state level. We route on county so your agents are not explaining that the plan the caller saw advertised is not offered where they live.
What puts medicare on someone's to-do list
These are the moments our campaigns are built to catch. Intent is highest within days of one of them.
Turning 65 (T65)
The Initial Enrolment Period runs from three months before the birthday month to three months after.
Annual Enrolment (AEP)
October 15 to December 7. The single largest volume window in the vertical.
Open Enrolment (OEP)
January to March, when Advantage members may make one change.
Special Enrolment (SEP)
Moving, losing employer coverage, or a plan leaving the service area.
Retiring after 65
Leaving employer coverage later in life triggers a distinct enrolment path.
Plan or premium change
The Annual Notice of Change letter in September reliably drives shopping.
Filters available on this vertical
Applied before routing, so a call that fails any of them never reaches your agents.
- Age verification — 64+ with T65 flagged separately
- County-level routing — matching Advantage plan service areas
- Product interest — Advantage, Supplement, Part D
- Currently enrolled — Original Medicare, Advantage or none
- Dual eligible / LIS status where disclosed
- Enrolment period — IEP, AEP, OEP or SEP
- Carrier appointments you actually hold
- Call hours with senior-appropriate windows
Where medicare calls come from
The channel mix we run for this vertical, in rough order of volume.
- Google Search — plan comparison and eligibility keywords
- Meta Ads — age-targeted, strongest non-search channel
- SEO content — county and plan-year guides that rank ahead of AEP
- Native advertising — retirement and benefits editorial
- YouTube — enrolment explainer video
- Direct mail response — inbound call-ins only, where available
Three delivery formats for medicare
Inbound calls
Consumer-initiated calls routed live to your floor. Billed on your duration buffer only.
Pay per callWarm transfers
Screened against your filters and introduced by name before the handoff completes.
Warm transfersReal-time leads
Form submissions posted to your CRM in seconds with the consent certificate attached.
Pay per leadMedicare — what buyers ask us
Get medicare pricing today
Send your licensed states and target daily volume. We will confirm what we can actually fill and what it costs — same business day.
Medicare — request pricing
Tell us your vertical and coverage states. We reply the same business day with live volume and per-call pricing.