beneficiaryCONNECT
Lead qualification + engagement — automated.
The first live serviceBRIDGE add-on. Turns raw Medicare leads into qualified, scored, engaged beneficiaries — before an agent ever picks up the phone.
12 signals. One score. Agent sees who to call first.
Lead in. Scored beneficiary out.
Raw lead data hits the intake API. Phone, age, county, plan status, source channel — all normalized into a unified beneficiary record immediately.
Async scoring across 12 dimensions: plan change likelihood, subsidy eligibility signals, engagement recency, geographic MA density, carrier mix in county, T65 proximity, and more.
AI concierge initiates outreach — compliant, warm, CMS-aligned. Conversation data feeds back into the score. Agent inherits a warm record, not a cold name.
Prioritized queue with score, conversation summary, recommended plan categories, and compliance flags. Agent opens a conversation already in progress.
CMS and TCPA built into the queue, not bolted on.
Consent verification before any outreach. Scrub against DNC. Time-window enforcement. Every contact logged with timestamp, method, and consent basis.
MCMG-aligned outreach scripts. No benefit claims without a compliant context. SOA workflow integrated into handoff. Audit trail on every beneficiary record.
Each compliance check runs in an isolated async queue. Failures halt the pipeline — they do not silently pass through. Dead-letter queue for manual review.
No PHI stored beyond operational necessity. Field-level encryption on PII. Retention limits enforced at the queue level. HIPAA-aligned architecture.
One price. Full platform.
Full access. No credit card required to start. Connect your lead source and see scored beneficiaries in the first session.
beneficiaryCONNECT runs as a native add-on inside serviceBRIDGE. Agents work from the same interface they already know.
FMOs and agencies running 20+ agents qualify for enterprise pricing.
First scored lead in
your first session.
Connect your lead source. beneficiaryCONNECT handles qualification, scoring, and warm engagement automatically.