AEP appointment setting
Fill your AEP calendar,SOA captured up front
The whole space runs on one compliance artifact: a signed Scope of Appointment before the sales conversation. Rivvi works your lead list at volume, qualifies, captures the SOA up front, and books the agent, inside CMS and TCPA rules. Try it free.
SOA captured up front · TCPA opt-out honored · Works aged + T65 lists
AEP week with SOA first
- SOACaptured
- Tue3 booked
- Wed2 booked
Product screenshot of booked appointments after SOA capture.
What it does
Volume outreach that stays inside the CMS rule
Medicare appointment setting during AEP and OEP is a volume game bounded by one hard compliance rule: CMS requires a signed Scope of Appointment (SOA) before any individual sales appointment, including on the phone, documenting which plan types will be discussed. Get the SOA late and the enrollment can be voided.
Rivvi works the lead list, aged leads, T65, and inbound, as real conversations at outbound volume: it calls, confirms interest, qualifies, captures the SOA up front before the plan discussion, and books the appointment on the agent's calendar. It honors TCPA opt-out and DNC on every attempt and calls from a branded number.
It is the outbound engine for brokers and FMOs, the least crowded and most mechanically specific of Rivvi's programs. It runs under a signed HIPAA BAA, included on the free 14-day trial, so an agency can put it on a real list before AEP without a sales cycle or a build.
How it works
From lead list to a booked, SOA-cleared appointment
Load the leads
Bring your aged or T65 list. Sign up, e-sign the BAA, and start a free 14-day trial; cancel anytime.
Rivvi calls and qualifies
It confirms interest, qualifies the lead, and captures the CMS Scope of Appointment before any plan discussion, honoring TCPA opt-out and DNC.
The agent's calendar fills
SOA-cleared appointments book onto the agent's calendar, and outcomes write back, so agents spend their time selling, not dialing.
The agent has a cleared appointment.
Questions
AEP appointment setting, answered
Can AI capture a Scope of Appointment (SOA)?
Yes. Rivvi captures the CMS-required Scope of Appointment before the plan conversation begins, documenting which product types will be discussed, on the phone as an electronic or recorded verbal SOA. Capturing it up front, before the sales appointment, is what keeps the enrollment compliant under the CMS rule.
Is AI Medicare outreach TCPA and CMS compliant?
It must honor TCPA opt-out and DNC on every call, and capture the Scope of Appointment before any individual sales appointment per CMS. Rivvi honors opt-out and DNC on every attempt, captures the SOA up front, and calls from a branded number, and it runs under a signed HIPAA BAA.
Does it work aged leads and T65 lists?
Yes. Rivvi works aged lead lists, turning-65 (T65) lists, and inbound at outbound volume: it calls, confirms interest, qualifies, captures the SOA, and books the agent. It is built for brokers and FMOs working a book of business against a hard AEP deadline.
More on how the rules bind: Security and compliance