Insurance | United States
Nate Root Medicare Options
Scaling High-Volume Operations with Autonomous Scheduling
May 2026 • naterootagency.com/
Results from peak season
Goal
Nate Root Medicare Options needed to handle hundreds of calls per day during peak enrollment periods, schedule appointments autonomously, and ensure no potential client went unanswered while maintaining seamless calendar management.
Problem
Peak Volume Overload
During Medicare enrollment periods, the business receives hundreds of calls per day, overwhelming staff and causing missed opportunities.
Manual Scheduling Bottleneck
Manual calendar booking was time-consuming and error-prone, preventing staff from focusing on high-value client consultations.
Missed Appointments
High call volume during peak times led to missed calls, lost leads, and frustrated potential clients unable to schedule appointments.
Solution
Revenaut Conversation Agent
AI-powered conversation agent that handles hundreds of calls per day autonomously, answers Medicare-related questions, qualifies leads, and books appointments directly into the calendar without human intervention.
Impact
Nate Root Medicare Options now handles peak volume of 100+ calls per day autonomously, with the Conversation Agent booking appointments directly into the calendar and syncing all lead information with Zoho CRM, allowing staff to focus entirely on high-value consultations.
The Revenaut Conversation Agent has been a game-changer for our Medicare enrollment operations. During peak season, we're handling hundreds of calls per day, and the system books appointments autonomously into our calendar. It integrates seamlessly with our Zoho CRM, so all lead information is captured automatically. We never miss a call, and our team can focus on what they do best—helping clients understand their Medicare options.
— Nate Root Medicare Options Team
Implementation
Setup Time
Less than 2 hours
Integrations
Native AI Calendar, Zoho CRM