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10,000 Americans turn 65 today. We make sure your members get the help (and the relationship) they deserve.

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Your members are turning 65. We make sure you're the one who helps them.

Via is your embedded Medicare guide: conversational AI backed by licensed advisors. Your brand, your relationship, your revenue.

LIVE

Members 1st FCU is running this right now

Launched 35 days ago. 322 booked Medicare appointments in March. Sustained 300+ appointments per month. Projected $115K first-year commission from March alone. Zero credit union staff hours.

Real numbers from a real credit union partner.

Ask Vía about Members 1st →
Why this compounds: Medicare is sticky. Once a member enrolls through Via, they renew with you year after year at 92% retention. By Year 5, your renewal book is doing more work than your new sales, and you keep both.
Members 1st FCU · Enola, PA. Generates 300 appointments per month. Zero capital or staffing required from the Credit Union. Full program operational in under 60 days.
📋 NCUA Compliance Breakdown ▼
✓ Field of Membership Protected

MedVía operates as a CUSO-friendly referral partner. Members remain the credit union's relationship; MedVía provides the licensed advisor on the back end. No FOM expansion required.

✓ CUSO Referral Structure

The CU is structured as a referral source under NCUA Letter 16-CU-08 guidance. CU employees never sell, quote, or service insurance. They simply make members aware that the Medicare benefit exists.

✓ Licensing Carried by MedVía

All state insurance licenses, E&O coverage, and Medicare advisor licensing are held by MedVía. The CU has zero licensing exposure or compliance burden.

✓ CMS Marketing Rules Compliant

All member outreach follows CMS marketing guidelines. Vía's AI is trained on CY 2026 Medicare Advantage Final Rule requirements. No member data is shared with carriers without explicit member consent.

✓ NCUA Examiner-Friendly Documentation

MedVía provides full audit trail of every member referral, every appointment, and every enrollment. CU compliance teams can pull reports anytime via the partner dashboard.

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Member Dashboard

Turning-65 Pipeline

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This month
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Next 90 days
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Annual total

AI Outreach Timeline

How Via engages a member approaching 65

6 months before 65th birthday
Via sends personalized email introduction
Email · Automated
5 months before
Follow-up with Medicare basics guide
Email · Automated
4 months before
Via chat invitation via SMS
SMS · Automated
3 months before
AI chat session: answers questions, books appointment
Web chat · AI
2 months before
Licensed advisor consultation
Phone/Video · Advisor
Enrollment window
Medicare enrollment completed with advisor
Phone · Advisor

Sample Conversation

Hi! I'm Via, your Medicare guide from Members 1st FCU. I'm here to help you understand your options. Plain English, no pressure. What's on your mind?
I turn 65 in April. Do I need to sign up for Medicare if I'm still working?
Great question. If your employer has 20+ employees, your employer plan stays primary and you can delay Medicare without penalty. But once you leave that job, you'll have 8 months to enroll. Want me to walk through what to watch for?

Program KPIs

300
Appts/month
35%
Conversion rate
92
Member NPS
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