Case studies/Medicare

Building a year-round T65 pipeline outside of AEP

How CMS-compliant T65 birthday triggers replaced two field marketing organizations.

Partner · National Medicare Advantage FMO

Building a year-round T65 pipeline outside of AEP

Outcomes

8 mo.

Pre-eligibility lead time

+42%

OEP lift YoY

98%

SOA audit pass rate

01

The brief

An MA FMO needed a year-round T65 pipeline that wouldn't collapse outside of AEP — and that would survive a CMS audit on day one.

02

What we built

PTC-compliant creative reviewed against CMS Ch. 3, paired with birthday-trigger campaigns running 8 months out from eligibility. Every lead carried SOA-ready consent and a full audit trail.

03

The result

T65 enrollments rose 42% YoY in OEP, with a 98% SOA audit pass rate. The FMO retired two field marketing organizations within the first contract year.

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