Your AI receptionist for Medicare & Life Insurance.
Never miss another lead. Our AI answers every call, books appointments, automates SOA, and gives you complete analytics 24/7.
HIPAA & CMS compliant. 10-year call retention. SOA Automated.
The problem
Every missed call is a lost lead.
of callers won't leave a voicemail
of insurance calls come in outside normal business hours
average lifetime value of one Medicare client
How it works
Fully customized & tailored to your business.
We design, train, and deploy a receptionist that sounds like your business and fits the way you actually work.
Discovery & voice design
We learn your services, pricing, and the objections you hear every week, then shape a receptionist that sounds like your business.
Engineered, trained, & integrated
We build it end to end: call flows, calendar and CRM integration, after-hours rules, and number routing. Tested on real scenarios before it goes live.
Launch & ongoing optimization
Once live, we monitor calls and keep tuning it. You get a real person to message whenever something needs to change.
Features
Everything an agent's front desk should do.
Full call coverage
AI answers every call, 24/7 or just after hours, your choice. Nights, weekends, lunch breaks, peak hours, all covered.
Books appointments
Sends qualified leads straight to your Cal.com, Calendly, Google Calendar, and more.
Compliance-ready
HIPAA & CMS compliant with 10-year recording retention and consent disclosure built in for TPMO.
Multi-language ready
Receptionists detect the caller's language and switch automatically across English, Spanish, and more.
Real call data
Recordings, full transcripts, AI summaries, and sentiment on every call.
You stay in control
Pause the AI, route to your cell, or take over from the dashboard.
Dashboard
Every call, booking, and metric in one place.
A clean, real-time view of your AI receptionist. Track calls, manage appointments, and see what's converting, all without leaving the page.
Live overview
Calls handled, appointments booked, and weekly trends at a glance.
Smart calendar
Bookings flow straight from calls into a month, week, or day view.
Deep analytics
Peak hours, booking conversion, and missed call rate, updated live.
Why Telefonely
Built for compliance & your existing stack.
Compliance, handled.
HIPAA infrastructure
Built on HIPAA-compliant infrastructure
CMS marketing rules
TPMO disclosure delivered automatically when a call qualifies
10-year retention
Every call stored securely for the full CMS retention period
SOA automation
Scope of Appointment sent and tracked automatically
Consent disclosure
Recording notice played at the start of every call
Works with what you already use.
Scheduling
Google Calendar, Cal.com, Calendly, Appointlet, and more
Your CRM
Leads and call data flow into your existing system
Keep your current phone number
No switching, just simple call forwarding
SOA and intake forms
Integrated into the call flow
FAQ
Questions, answered.
Book a call
Ready to never miss a call?
Grab a 30-minute slot below. No pressure, no slides, just a live walkthrough.
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