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ALPHA V. 1.5 UPDATE - SEPTEMBER 11, 2023



Greetings to each of you, esteemed members of our Medicare Club family. It is with great pleasure that I address you today, sharing some exciting updates and insights that pertain to our collective journey.


As fellow beneficiaries of the outstanding benefits and support that the Medicare Club has to offer, we understand the significance of our shared commitment to health and well-being. Your active participation and engagement play a pivotal role in the continued success and growth of our community.


It is our united spirit that drives us to continuously innovate and enhance the services we provide. Your valued feedback and input have been instrumental in shaping our recent developments and improvements. We are thrilled to share that our upcoming September 11, 2023, Alpha Update Version 1.5 is set to usher in a new era of efficiency, clarity, and empowerment for all of us.


As we embark on this exciting phase of progress, here are some key highlights to look forward to:


1. Elevated Conversations with Grace: Introducing "Grace," our AI-driven natural voice outbound dialing companion. Grace's ability to engage in meaningful conversations and transfer calls seamlessly revolutionizes how we connect and communicate.


2. Advanced Data Insights: Our enhanced backend operations now allow for comprehensive data extraction, offering you unparalleled insights into your Medicare journey. This seamless integration with our FMO streamlines processes and enhances clarity.


3. Intuitive Lead Management: The new Lead Source Key empowers agents to efficiently categorize leads and accounts based on call disposition, status, and lead source. This feature simplifies lead tracking and ensures accurate record-keeping.


4. AI and CMS Integration: Embracing the future, we've incorporated AI-friendly and 2024 CMS regulatory fields, enhancing transparency and compliance within the system.


5. Optimized Organization: A meticulous reorganization of Leads, Accounts, and Opportunities ensures an optimized experience, tailored to your specific needs.


6. Expanded Reach: We are excited to extend our services to new states and solidify partnerships with United Health Care and Anthem, broadening your options for comprehensive Medicare coverage.


7. Enhanced Clarity: Our commitment to clarity is reinforced with the discontinuation of the personalized cancel list. This decision enhances our marketing strategy's effectiveness and aligns our services more closely with your preferences.


8. Seamless Website Integration: Your convenience is paramount. Website forms now integrate directly with our CRM, ensuring your information is captured accurately for seamless communication.


9. Dedicated Help Desk Support: New management in our Help Desk team guarantees prompt and efficient assistance, addressing your queries with unwavering dedication.


10. Reimagined Website Experience: Our online presence is revitalized with fresh graphics and mobile optimization, offering you an intuitive and engaging platform.


With the September 11 update, we continue to advance toward our vision of a technologically empowered and member-focused Medicare experience. Your unwavering support has been our driving force, and we are committed to exceeding your expectations at every turn.


Thank you for being an integral part of our Medicare Club family. Together, we stride confidently into a future defined by innovation, excellence, and your well-being.


Warm regards,


Alex Duong

Chief Executive Officer



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