Quick Message and Demo from Alex for UIP

Hey, Waylon, great to see you virtually.

Thanks for popping on the page and thank you so much for your excitement about what we're building.

Digital transformation in our industry is still quite foreign.

some people are starting to get it, but you guys are very much 10 steps ahead and in a very good position to start working with technology like this.

And that's why we're so excited.

So what you're looking at right now is a proposal that we put together based on your expected usage rates as well as your expected ROI that we discussed on Friday.

And we wanted to create a structure that would allow for minimum risk, minimum commitment, while allowing you to scale.

So everything you're seeing includes all of the telephony costs, the SMS costs, caller id, reputation management, configurable redial cadences, the infrastructure, the platform with unlimited seats.

We just wanted to make it as simple as possible and allow you guys to have a quick win while expanding to other use cases and using the platform more and more over time with us as an extension of your team.

Now, I want to emphasize that you guys really aren't alone with the retention problem.

We've been working in voice AI since 2021 across industries like legal home services, other verticals of insurance, really everything that is telephonic.

And the reason we really decided to go deep into Medicare was that this retention problem is both more serious and more hidden than anyone in the industry can really see.

And when you see the division in retention rates between, say, traditional field agents and telephonic agents, there's a massive opportunity here for retained revenue.

And the way I see it, any great business is built not just on reducing cpa, but on what is your ratio between your LTV and cta.

So just by improving your LTV by even a couple percentage points, we can uncover millions of top line revenue and create a better customer experience, which drives more referrals and keeps your agents happier.

So the retention suite includes, as you guys know, several post enrollment touchpoints as well as an always on inbound member care assistant.

They're equipped with the summary of benefits for every MA and Ms.

Plan in America and will include the new ones coming out for 2026 once they come out in October.

In addition to that, we're really excited to help you guys out with AEP renewals.

I'd love to strategize that a little bit together on Monday.

But basically what we want to do is use personalized SMS and voice AI to get in touch with your customers, educate them about changes taking place on their Plan and then either warm transfer them directly to an agent or schedule an appointment for which we automatically generate the scope of appointment in advance.

so with that being said, I just want to show you guys a quick demo once again so you can kind of see and feel it.

So I'll just send myself a call right now.

So, we're based in California.

I know you guys contract with Humana.

So in this example, I am a customer who just signed up with Waylon on a Valuerx plan with Humana.

24 hours later, I get my welcome call.

Hello?

Hi Alex, this is Sarah, your virtual assistant from United Insurance Partners.

I'm following up about your coverage discussion with Waylon yesterday.

I'm calling to make sure you're taken care of, have a chance to get any of your questions answered and share some important next steps.

How does that sound?

Yeah, that sounds good.

Thanks.

Alex.

I want you to know that Waylon and our entire team at United Insurance Partners are here to support you.

Your Humana enrollment has been successfully submitted and we're actively monitoring to make sure you're all set for your start date on September 1, 2025.

Before I share some important next steps, I wanted to check, do you have any questions or concerns about the plan you selected with Wayland?

Yeah.

What's my max out of pocket?

Your out of pocket maximum for the Humana Value orcas plan is $2,000 annually.

Once you reach this amount, you'll have a zero dollar copay for all covered drugs for the rest of the year.

Okay, and which pharmacy can I go to?

You have several options for pharmacies.

The preferred pharmacies where you can get the best cost including $0 co pays for generic medications, include major chains in Centerwell Pharmacy for mail orders.

You can also use standard pharmacies nationwide, but the cost might be slightly higher, like $1 to $2 for generics.

You also have the option for mail order where you can get 90 day supplies for most drugs.

Is Is there anything else I can help with before moving on?

yeah, I'd like to see what's my insulin cost?

Your Your insulin cost is capped at $35 per month, regardless of its tier or deductible.

This way you can manage your insulin expenses.

And is there anything else I can help with before continuing?

No, that's perfect.

Thanks.

You're very welcome, Alex.

I'll now share a few updates on what to expect next with your coverage.

Within Within 10 business days, you'll receive a welcome package from Humana with your insurance card and benefits summary.

While we wait.

We're actively monitoring your application with Humana, and we'll notify you as soon as it's fully approved.

After our call today, you'll receive a text message with our direct contact number.

Would you like to write down that number now or would you prefer to have it sent by text?

Yeah, just text it to me.

No No problem at all.

Remember, you'll receive it by text shortly.

Just Just a reminder, you can also call me at this number 24 hours a day for questions about your plan.

We'll get you the answer or get you to an agent to address it together.

One thing to mention, you might still receive Medicare marketing calls or materials from other companies.

We We know what it's like to receive those telemarketing calls all day long.

You're all set with United Insurance Partners as your trusted advisors, and we'll make sure your coverage is exactly what you need.

We offer plans from all the major carriers, and our only incentive is to make sure the plan you select meets your needs best.

Awesome.

Okay, thanks, Sarah.

You're very welcome, Alex.

There we go.

So there's just a quick example, of course, voices, specific verbiage, fully configurable, as well as additional functionality that we might want to add.

As you guys know, this is equipped with Inquiries, the human in the loop system that keeps your CSR team up to date and allows them to manually intervene with anything just to make sure that they're always getting the correct answers to questions and can even solve more advanced questions.

For example, if it's not a PDP plan, people might want to find providers and network, for example.

so inquiries is designed for that purpose.

So thanks again.

Really excited for our conversation tomorrow.

We can dive into a little bit more solution design and technical details.

And in the meantime, feel free to check out that diagram that we also have linked right below.

Chat soon.