Medvia's AI identifies which of your members are approaching age 65 — the moment Medicare kicks in — reaches them on your behalf, and guides them through one of the most important financial decisions of their lives. Your institution earns a new revenue stream automatically. Zero cost. Zero new headcount.
Cost to your institution
To your first member served
Revenue share begins
When members turn 65, Medicare becomes the most pressing financial question of their lives. Credit unions have the deepest relationships in the room — but no system built to act on them at this moment. Medvia is that system.
Every member who turns 65 without a solution from you finds one elsewhere — and rarely comes back. Medvia captures that moment, serves your member, and generates revenue your institution earns automatically. No cost. No risk. No new hires.
The rules governing this space are complex and unforgiving. Most credit unions have no appetite to navigate them alone. Medvia handles every requirement — consent, disclosures, call recordings, every guardrail — so your institution never takes on the risk.
Medvia was purpose-built for the institutions that hold the most trusted financial relationships in America.
Medicare is the government health program every American enters at 65. It's complex, confusing, and one of the most important financial decisions your members will ever make. No credit union in America has a system to guide them through it — until now. Medvia manages the entire process and delivers revenue back to your institution automatically.
Get the CU Strategy Call →Zero credit unions have a real Medicare system. Medvia makes you the first in your market. The differentiation is real and it's durable.
We handle outreach, scheduling, call recordings, disclosures, and enrollment. Your staff stays focused on serving members.
Medvia bears the cost. Your institution earns a revenue share on every member served. No budget line. No risk. Just new revenue that didn't exist before.
Let Medvia run the entire process, or use our platform to equip your team. Either way, your members get served.
Community banks have the deepest customer relationships in American finance. When your customer turns 65, the Medicare decision touches their entire financial life. Medvia keeps that conversation in your branch — not with a call center they found on Google.
Get the Community Bank Strategy Call →Medicare is the single largest financial decision your customers make at 65. If you're not the resource, they find one elsewhere — and they don't come back.
Medvia's licensed team handles every touchpoint. Your branch stays focused on banking while we manage the Medicare relationship.
Customers who trust you with Medicare also trust you with deposits, loans, and wealth management. The lifetime value of that relationship compounds.
Medvia works your existing customer base. The lead source is the trust you've already built. No purchased lists, no cold prospects.
Medvia also serves insurance agencies and financial advisory firms with existing client bases and Medicare revenue they haven't captured yet.
Your P&C book is full of Medicare-eligible clients. Medvia surfaces those opportunities and puts pre-qualified appointments on your producers' calendars.
Your clients expect you to handle the full financial picture. When Medicare comes up and you have no answer, you lose credibility. Medvia makes you the resource — without requiring a single new license.
You provide your member or customer file. Medvia handles everything else — identifying who's ready, reaching them compliantly, and getting them covered. Your institution earns revenue share automatically.
Our AI scores your entire member base against hundreds of signals — age, household profile, tenure, and life stage indicators — to surface who is approaching 65 and needs guidance now. No manual work. No staff time. You get a ranked, prioritized list automatically.
AI Scoring Engine — medvia.aiCompliant multi-channel outreach begins automatically. Every message, call sequence, and communication is built to federal compliance standards with consent management, opt-out handling, and full call recording — all managed by Medvia.
Compliant OutreachYour member gets connected with a licensed Medvia advisor who walks them through their Medicare options and gets them covered. Your institution receives a revenue share on every member served — automatically, with no cost and no staff involvement on your end.
Licensed Medicare AdvisorsFederal Medicare marketing regulations are the primary reason credit unions and community banks have stayed out of this space. Medvia was built with compliance at the core, not bolted on. Every outreach, every consent, every call recording is handled to standard.
Whether you want a fully managed solution or platform access for your own team — Medvia flexes to your organization.
Full access to the Medvia platform: AI scoring, outreach sequences, compliance tools, and a live dashboard. Your team makes the calls and handles enrollment.
We handle everything: identifying the right members, reaching them on your behalf, and connecting them with a licensed advisor. You provide the member file — we deliver results.
Platform access plus Medvia-managed appointment setting and enrollment. Build internal capability while delivering results immediately.
We handle identification, outreach, compliance, and appointments. You provide the member or customer file. Pay only when enrollments happen.
Zero cost to your institution. No long-term contracts. You earn revenue share from day one.