Medicare CRM
The CRM Built for Medicare Agents
AEP is a sprint. Onyx handles the surge with enrollment-period automation, SOA tracking, and AI that speaks Medicare so you can focus on enrollments.
THE CHALLENGE
Why Medicare Agents Struggle
These are the problems we hear from agents every day. Sound familiar?
AEP/OEP Is a Sprint You Cannot Staff For
Annual Enrollment Period and Open Enrollment Period create massive lead surges. You receive hundreds of leads in a short window, and every hour of delayed follow-up means lost enrollments. Hiring temporary staff is expensive and training takes too long.
Medicare Terminology Confuses Prospects
Part A, Part B, Part C, Part D, Medigap, Medicare Advantage - prospects are overwhelmed by options. Without automated education sequences, agents spend most of their time explaining basics instead of closing.
SOA Compliance Adds Administrative Burden
Scope of Appointment documentation is required before every Medicare appointment. Tracking SOAs manually across hundreds of prospects during enrollment periods is error-prone and time-consuming.
Off-Season Leads Get Neglected
Between enrollment periods, Medicare leads still come in but often get ignored because agents are focused on other things. These leads need nurturing until the next enrollment window opens.
THE SOLUTION
The Medicare Stack
Built for the enrollment-driven nature of Medicare sales. Surge mode for AEP/OEP, compliance tracking, and AI that educates prospects on Medicare options.
AEP/OEP Surge Mode
When enrollment periods hit, Onyx switches to surge mode with increased follow-up frequency, faster response times, and high-volume automation designed to handle the enrollment rush.
Medicare Terminology AI
Our AI understands Medicare-specific language and can educate prospects on the differences between Medicare Advantage, Medigap, Part D, and more. It answers common questions naturally so prospects come to appointments informed.
SOA Tracking
Automatically track Scope of Appointment status for every prospect. Know who has completed their SOA, who needs a reminder, and who is cleared for appointment. Stay compliant without the manual tracking.
Enrollment Window Sequencing
Automated sequences timed around AEP and OEP dates. Pre-enrollment education, during-enrollment urgency, and post-enrollment follow-up all run automatically.
AI Appointment Booking
During enrollment surges, the AI books appointments directly onto your calendar at maximum speed. Handle 3x your normal volume without dropping leads.
Off-Season Nurture
Leads that come in outside enrollment periods get long-term nurture sequences that keep you top-of-mind until the next AEP or OEP opens up.
GET STARTED
Live in 48 Hours
Getting set up on Onyx is fast and hands-on. No DIY, no guessing.
Book Your Demo
Schedule a personalized demo to see Onyx in action for your specific vertical.
1-on-1 Onboarding Call
We set up your account together: calendar, phone, integrations, and your Stack.
Start Booking Appointments
Your AI starts engaging leads and booking appointments within 48 hours.
FAQ
Medicare Questions
Common questions from agents in your vertical.
Ready to Grow Your Medicare Business?
Book a personalized demo and see how the Medicare Stack can automate your follow-ups, book more appointments, and help you close more deals.
Starting at $99/month. 14-day money-back guarantee.