Medicare Plan Sales Outsourcing Services

Outsource Medicare Advantage, Medigap & Part D Telesales to a High-Performance, Compliant Partner

RH International Ltd (RHI) provides end-to-end Medicare telesales outsourcing for U.S. brokers and agencies—including Medicare Advantage (Part C), Medicare Supplement (Medigap), and Medicare Part D enrollment support. With 250+ trained sales professionals distributed across our UK onshore and India offshore centers, we combine scale, compliance, and conversion-focused sales operations to help you grow your book of business while maintaining the highest quality standards.

Our dual-shore model gives you round-the-clock coverage, rapid seasonal ramp-up during AEP (Annual Enrollment Period) and OEP (Open Enrollment Period), and measurable ROI for your Medicare campaigns. Whether you are a solo broker or a multi-state agency network, RHI plugs in as your reliable sales engine—qualifying prospects, presenting plan options compliantly, and completing enrollments with precision.

Why Outsource Medicare Plan Sales with RHI?

• Scalable seasonal capacity: Instantly ramp from pilot teams to 50-100+ agents during AEP/OEP or for Special Enrollment Periods.
• Lower acquisition costs: Leverage our India operations for cost efficiency while UK teams provide onshore QA and oversight.
• Compliance-first processes: Scripts, disclosures, and call flows designed to align with CMS marketing guidelines and carrier requirements.
• Data-driven performance: Daily dashboards, cohort reports, and conversion analytics ensure predictable outcomes.
• Frictionless onboarding: Dedicated account managers, rapid pilot setup, and seamless CRM/dialer integration.

With RHI, you eliminate the headaches of recruiting, training, and supervising a large seasonal workforce. We supply licensed and/or certified agents per campaign requirements, coach them on your products, and manage performance to KPIs you define.

Comprehensive Medicare Telesales & Enrollment Solutions

Our services cover the entire lifecycle—from prospecting and qualification, through compliant plan discussions and enrollments, to renewals and retention initiatives.

1) Prospecting, Lead Generation & Qualification

• Inbound and outbound handling of aged, warm, and real-time leads.
• Eligibility pre-checks: age, residency, current coverage, LIS/Extra Help screening where applicable.
• Needs assessment and intent verification to allocate the right agent or licensed closer.
• Appointment setting for licensed agents, if required by carrier or state.

2) Scope of Appointment (SOA) & Disclosures

Our call flows incorporate SOA capture and required disclosures prior to plan discussions, ensuring that conversations stay within approved product categories. We maintain auditable records and timestamps to support compliance audits.

3) Plan Education & Comparison (MA, Medigap, Part D)

• Medicare Advantage (Part C): Benefit explanation, provider network considerations, copays/coinsurance overview, and star ratings guidance (where available).
• Medicare Supplement (Medigap): Standardized plan options (A-N), underwriting awareness, and suitability checks.
• Part D Prescription Drug Plans: Formularies, tiering basics, and pharmacy network preferences.

Conversations are structured to be informative and unbiased, with clear value communication and strict adherence to approved materials.

4) Enrollment Assistance & Application Completion

• Guided enrollment support via carrier portals or approved tools.
• Compliance checkpoints at each stage (identity verification, consent, disclosures).
• Warm transfers to licensed agents or closers when required by carrier/state.
• Post-enrollment confirmations, documentation, and follow-up.

5) Renewals, Retention & CX Programs

• Proactive outreach ahead of AEP to discuss plan changes and options.
• Welcome calls and first-90-day onboarding support to reduce early churn.
• Member satisfaction and issue resolution, driving long-term retention.

6) Special Campaigns & Seasonal Ramps

We design playbooks for AEP (Oct 15-Dec 7), OEP (Jan 1-Mar 31), ICEP/IEP, and qualifying SEPs. Our forecasting and staffing models ensure you have the right headcount, on the right shifts, at the right time.

Compliance & Quality Assurance You Can Trust

Medicare marketing is highly regulated. RHI builds compliance into every layer of people, process, and technology to protect your licenses, your carriers, and your brand.

Our Compliance Framework

• Training: Agents undergo Medicare-specific compliance training and campaign certifications as required.
• Scripts & Materials: Use of broker- and carrier-approved content only; routine audits and version control.
• Disclosures: SOA, eligibility, and benefit disclaimers embedded into the call flow.
• Monitoring: 100% call recording, random sampling, and targeted QA reviews.
• Security: HIPAA-aligned safeguards for PHI handling; secure data access with role-based controls.

Quality Controls & Performance Management

• Calibrations between your team and ours to align on quality definitions.
• Scorecards that measure compliance, sales behaviors, and customer experience.
• Real-time coaching, side-by-sides, and refresher training during AEP/OEP.
• Issue escalation pathways and CAPA (Corrective and Preventive Action) procedures.

Technology Stack & Integrations

We deploy a modern technology stack that accelerates contact rates and increases conversion probability—without compromising compliance.

• Predictive/progressive dialers with TCPA-safe configurations.
• CRM integrations for lead ingestion, dispositioning, and pipeline visibility.
• Knowledge bases and guided selling tools for accurate benefit explanations.
• Analytics dashboards: talk time, connect rate, conversion rate, CPA, and retention KPIs.
• Omnichannel follow-ups (voice, email, SMS where permitted).

Dual-Shore Advantage: UK + India Supporting U.S. Medicare Brokers

RHI's unique operating model uses the strengths of both regions:

• India: Large, cost-efficient teams for high-volume outreach, lead qualification, and application support.
• United Kingdom: Onshore quality assurance, specialized training resources, and overflow coverage for sensitive campaigns.
• Unified Reporting: One set of dashboards and SLAs for full transparency regardless of geography.

The result is a reliable, scalable engine that lowers acquisition cost while preserving quality and compliance.

Engagement Models & Pricing

We offer flexible engagement structures depending on your objectives and compliance requirements:

• Hourly/FTE model: Ideal for sustained outreach and multi-state coverage.
• Per-qualified-appointment: For pipelines managed by your licensed closers.
• Per-enrollment (where permitted): Outcome-focused campaigns with tightly defined QA and verification.

All models include standard reporting, QA sampling, and dedicated account management. Custom SLAs and enhanced QA are available for carrier-sponsored programs.

Onboarding & Go-Live in Four Steps

• Discovery: Define target states, carriers, plan types, and KPIs.
• Pilot Setup: Script alignment, compliance review, tech integration, and agent nesting.
• Launch: Live calls with daily huddles, performance baselines, and rapid optimization.
• Scale: Increase headcount, expand states/products, and layer on retention programs.

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Who We Support

• Independent brokers and small agencies needing surge capacity for AEP.
• Multi-state agencies and FMOs requiring a structured, compliant outbound engine.
• Carriers seeking white-labeled telesales support under strict QA and reporting.

What You Can Expect from RHI

• Professionalism: Mature, B2B-ready operations tuned to the realities of Medicare marketing.
• Speed: Pilot-ready in days; scale-ready in weeks.
• Clarity: KPI-driven management with transparent reporting.
• Partnership: We operate as an extension of your team, not a vendor.

Frequently Asked Questions (FAQ)

1) Do you provide licensed agents for Medicare sales?

Yes—campaigns can be staffed with licensed agents or structured to qualify and warm-transfer to your licensed brokers, depending on your carriers and states.

2) How do you handle CMS compliance?

We build CMS-aligned disclosures and SOA processes into the call flow, record calls, audit scripts, and maintain documentation as part of routine QA.

3) Which plan types can you support?

Medicare Advantage (Part C), Medicare Supplement (Medigap), and Prescription Drug Plans (Part D). We also run retention and member onboarding programs.

4) Can you manage multi-state campaigns?

Yes. We set up state-specific routing rules, licensing validations, and carrier configurations per your footprint.

5) How fast can you ramp for AEP?

We can launch pilots within days and scale to full teams within weeks, with pre-trained agents for AEP seasonality.

6) What reporting will we receive?

Daily and weekly reports, including connect rates, talk time, conversions, CPA, QA scores, and compliance metrics. Custom dashboards are available.

7) Can you support Spanish-speaking beneficiaries?

Yes. We offer bilingual (English/Spanish) agents to serve broader demographics and improve conversion rates.

8) How do you ensure data security?

Role-based access, encryption in transit/at rest (where applicable), secure CRM integrations, and HIPAA-aligned practices for PHI handling.

9) Do you offer post-enrollment support?

Yes—welcome calls, first-90-day touchpoints, and renewal reminders that reduce early churn and increase lifetime value.

10) Can RHI integrate with our dialer/CRM?

Absolutely. We integrate with leading dialers and CRMs for seamless lead flow, dispositioning, and reporting.