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# AI AGENTS FOR MEDICARE

Seamlessly manage the full Medicare lifecycle including screening, onboarding, and support – especially during AEP – with AI Agents for Medicare that convert more Medicare leads and cut costs.

**Regal drives** 10M+ ROI-positive conversations a month

Use Regal to:

- Increase Productivity, Engagement, and Conversions
- Transform Your Operations and Drive Better Outcomes
- Streamline new patient onboarding

### MEDICARE TEAMS LIKE YOURS ARE THRIVING WITH AI AGENTS

### 90% AI Agent Containment

**Regal’s AI Agents for Medicare fully handle 90% of inbound calls—screening for eligibility, answering common questions, and qualifying Medicare leads without any human intervention. That means faster responses, lower costs, and zero strain on your team.**

### 87% Patient Satisfaction

**By using Regal’s AI-powered reminders and automated outreach, Medicare teams are delivering timely, consistent follow-ups. 87% of patients report satisfaction with their experience, thanks to faster responses and fewer missed calls.**

### 50% Reduction in Costs

**Medicare providers using Regal’s smart workflows and AI Agents for Medicare are cutting costs in half while still delivering a fast, compliant, and personalized onboarding experience for new Medicare leads ensuring no one is left behind, especially during AEP.**

### Build Once, Deploy Everywhere with AI Agent Builder

Our team helps you build, test, and launch Medicare-specific agents that deliver consistent, compliant experiences for every Medicare lead across your Medicare call center.

Need more volume during AEP? Instantly scale by turning AI Agents on or off—no retraining required. Just ramp up when enrollment spikes, and your agents are ready to go.

### Operate Safely at Scale with HIPAA-Compliant AI Agents

Confidently manage sensitive patient data and complex workflows. Regal’s AI Agents for Medicare are built with enterprise-grade security, HIPAA compliance, and 99.99% reliability—so your Medicare call center can scale without risk while staying focused on high-quality Medicare leads.

### Coordinate Every Step with a Unified Customer Data Profile and Journey Builder

Orchestrate seamless enrollment journeys using Regal’s Unified Customer Profile, Journey Builder, and IVR tools. Personalize every touchpoint for Medicare leads using real-time CRM data, A/B testing, call transfers, SMS/email outreach, scheduling, and more—all from one platform for your Medicare call center.

### Refine Every Interaction with AI Conversation Intelligence

Get full visibility into your AI Agent performance. With real-time transcriptions, barge-in capability, sentiment analysis, and AI Quality Assurance, your Medicare call center can continuously improve conversations and ensure every Medicare lead has a positive, accurate experience.

# Handle AEP Spikes Without Missing a Beat

Regal transforms patient communications with AI Agents for Medicare that are always-on, easy to customize and monitor, and built to scale—especially during AEP.

- Use eligibility data and real-time signals to personalize every outreach and follow-up.
- Automate calls, SMS, reminders, and enrollment tasks across the full lifecycle—without adding headcount.
- Instantly respond to questions, concerns, and plan changes on the member’s preferred channel—when timing matters most.

## How Medicare Provider Call Centers Use Regal

### ENROLLMENT & ONBOARDING

**✅ Lead Qualification & Speed-to-Lead:** Improve Medicare enrollment rates by automatically qualifying and prioritizing prospects with Regal’s AI Phone Agents—ensuring the right Medicare leads get connected to the right agent fast.
**✅ Member Onboarding:** Trigger AI-powered welcome calls and personalized follow-ups as soon as new members enroll, guiding them through plan details, coverage verification, and next steps.

### COMMUNICATIONS & OPERATIONS

**✅ Eligibility & Coverage Verification:** Set up automated Journeys to contact members and verify eligibility, coverage details, or required documents—so there’s no delay in getting them enrolled or supported.
**✅ Plan Change & Annual Enrollment Period (AEP) Outreach:** Proactively engage members during AEP or when plan updates are available, ensuring they don’t miss important deadlines or savings opportunities.
**✅ Appointment & Follow-Up Reminders:** Automatically remind members of upcoming appointments, screenings, or required paperwork via SMS, phone, or email—and reschedule if needed.

### RETENTION & MEMBER SUPPORT

**✅ Member Retention Campaigns:** Keep your members engaged year-round with automated communications about plan benefits, deadlines, and available support resources.
**✅ Claims & Billing Follow-Ups:** Use AI Agents for Medicare to proactively assist members with claims status, payment reminders, or billing questions—without the long hold times.
**✅ Compliance & Satisfaction Surveys:** Automatically collect member feedback and satisfaction scores after key touchpoints to stay compliant and continuously improve.

## Safe and Secure

Our enterprise-ready platform is designed for **privacy, security, and compliance.**

### FAQS

### **How can Regal help me improve Medicare enrollment rates?**

Regal’s AI-powered platform removes the friction from the Medicare enrollment process by automating the most time-consuming parts of the workflow. Our AI Phone Agents instantly qualify leads, route them to the right agents, and follow up automatically—so you never lose a prospect in the shuffle. Plus, our real-time analytics help you fine-tune every step of the enrollment journey for higher conversion rates.

### Is Regal HIPAA compliant and secure for handling member data?

Yes. Regal is fully HIPAA compliant and enterprise-grade secure. We’re built to serve high-consideration, regulated industries like Medicare insurance, so your member data is stored securely and never used to train external AI models.

### How do Regal’s AI Agents for Medicare improve my Medicare call center efficiency?

Our AI Agents are purpose-built to eliminate busywork and reduce costs while improving the member experience.
