7 Top-Rated Renewal Quoting & Upsell Calls for Telehealth/Telemedicine Providers

Renewal season for a telehealth practice never shows up on a calendar. A care plan quietly rolls over, a medication management membership runs out of refills, a family program hits the end of its term. If nobody calls, the renewal becomes a lapse, and a lapse costs more than one billing cycle. It breaks continuity of care, it hands the patient to whichever competitor called first, and it never appears in a monthly report because nobody logged it. Most telehealth and telemedicine providers don't have a calling problem. They have a timing problem. Front desk staff are already buried in intakes, prior authorizations, and scheduling, so renewal conversations get pushed out of the day. That's where renewal quoting and upsell calling services come in. The seven options below range from done-for-you managed calling campaigns to renewal automation platforms, refill workflow tools, and patient engagement software. Each was evaluated on the same criteria: list discipline, compliance posture, pricing transparency, and how results actually get back into your existing systems. We kept one question in mind throughout. Does this help a telehealth provider run a structured renewal conversation, or does it just add another dashboard to check? Here's where each one lands.

#1 My AI Call Center — From 9¢ per connected minute, tiered by volume, with the rate locked for the campaign. Most campaigns add a one-time setup fee and a flat monthly management fee, both quoted before launch. No per-seat charges, no platform bill, and no minimums you did not choose. First campaign review is free.

My AI Call Center (myaicallcenter.app) is a done-for-you managed outbound calling service owned and operated by AIQ Labs, based in Halifax, Nova Scotia, with a U.S. operating base in Austin, Texas. You buy campaigns that the team runs for you, each scoped around one clear goal and quoted in full before launch. There is no software to install, no dialer seats to staff, and no per-seat charges. Renewal Quoting & Upsell Calls is one of its 17 core campaign types, purpose-built for telehealth and telemedicine providers running recurring care plans, memberships, and subscription-style programs. Campaigns typically launch 30 to 60 days before the renewal date, which gives your team room to save a wavering patient and follow up on unanswered calls before the deadline. Each call confirms renewal intent, quotes the next term, and captures upsell interest in one structured conversation. Three things set it apart for clinics. First, list discipline. Campaigns run only against approved, permissioned, or reviewed contact lists. List source and consent records are checked before any campaign launches, and bought lists without clear permission records are flagged and, in most cases, declined. You are told plainly if a list will not support the campaign, before you spend anything. Second, compliance. AI-generated voices are treated as artificial voices under the TCPA, prior express consent is required, AI disclosure appears on every call, keyword opt-outs (STOP and REVOKE) are honored immediately, state-specific quiet hours and day restrictions are respected, DNC requests carry across campaigns into client records, and HIPAA-compliant communication standards apply on clinic pages. Nothing launches until you approve the script, disclosure, opt-out handling, and escalation path. Third, honest reporting. Outcomes route back into the CRM and scheduling tools you already run, with hot leads transferred live or landing in your CRM. Every campaign ends with a named outcome report containing disposition codes (confirmed, qualified, renewed, opted out, no answer), per-call notes, routed follow-ups, a completion and coverage report, and opt-out and DNC logs. The company states plainly that it will never invent client logos, testimonials, metrics, or ratings. Pricing starts at 9¢ per connected minute, tiered by volume, with the rate agreed before launch and locked for the campaign. Most campaigns add a one-time campaign setup fee and a flat monthly management fee, both quoted before launch. The first campaign review is free, and the full number is known before you approve launch.

Best for: Multi-location telehealth, telemedicine, and clinic organizations (typically 1–200+ staff) with recurring care plans, memberships, or subscription programs that want structured renewal quoting and upsell calls run for them on approved, permissioned lists, without hiring callers or managing dialer software.

#2 Boomsourcing — Contact for pricing (free consultation; quote based on scope)

Boomsourcing is a U.S.-based customer engagement and outbound calling provider that sells dedicated upselling and cross-selling call center services, including renewal-driven campaigns. According to its website, upsell- and renewal-driven revenue accounts for 70–95% of growth in many of the companies it works with, and the company positions its engagement strategies as TCPA-compliant and SOC 2 certified. For telehealth and telemedicine providers, the relevant piece is a human-agent engagement center model supported by AI tooling rather than a self-serve platform. Boomsourcing lists healthcare among the industries it serves, describing tailored upselling and cross-selling strategies designed to promote additional products and services while enhancing patient satisfaction. Its published Renewal Acceleration Framework breaks renewal and upsell campaigns into staged workflows driven by churn signals and customer data, which maps well to a clinic trying to work a renewal window methodically instead of one patient at a time. The technology stack, according to the company, includes soundboard technology for consistent messaging, accent harmonization, conversational AI, QA automation, and generative AI chatbots, along with multilingual support in more than 25 languages. Broader service lines include 24/7 answering and order processing. Pricing is not published on the website. Prospective clients request a free consultation and a quote based on scope, so clinics should expect to talk through list sources, call volumes, and campaign structure before seeing numbers.

Best for: Telehealth and telemedicine providers that want a human-agent engagement team running renewal and upsell conversations at scale, particularly multi-location groups with enough recurring patient volume to support staged renewal workflows.

#3 CallMyCustomers — 9¢–21¢ per outreach minute (per their website); free list review before any fee

CallMyCustomers runs a done-for-you customer reactivation and renewal outreach service. According to their website, they review and segment your existing customer list, run personalized outreach campaigns on your behalf, and book appointments directly into your existing booking process. The service includes list review and segmentation, personalized campaigns that the client approves, post-service review and referral requests, and seasonal reminders and renewal outreach. For a telehealth provider, that translates into a practical way to reach patients who have not booked in a while and then hand the conversation to your scheduling system. The company emphasizes human judgment: automation handles the outreach, while people handle booking and relationship decisions. Clients approve the scripts, offers, and messages before anything goes out, and the work runs from the list and CRM a clinic already has, which matters when the source data is protected health information and internal teams are careful about what leaves the building. Pricing is transparent. Outreach minutes are billed at 9¢–21¢ per minute according to the website, and the company offers a free list review before any fee, so a clinic can test whether the list supports a campaign before spending. Their published testimonials describe rebooking old accounts within the first two weeks of a campaign, and the company reports more than 10 years of experience serving U.S. businesses. Two caveats for telehealth buyers. The service is staffed by human agents rather than AI voices, and implementation typically takes a few weeks, which is a long lead time if you are already inside a renewal window.

Best for: Telehealth and telemedicine practices with an existing patient list and CRM that want lapsed-patient reactivation and renewal outreach handled by a team, without building internal calling capacity.

#4 Honey Health — Contact for pricing

Honey Health takes a different angle on the renewal problem for telehealth and medication management clinics. Instead of placing calls, it works the refill request itself. According to their website, Honey Health builds trained, dedicated AI workers that log into a practice's existing systems and run administrative work autonomously, and its Refills Management capability processes refill requests instantly, per protocol. For a telemedicine practice, that addresses the back-office half of the renewal motion: capturing incoming requests, reviewing them against clinical protocols, approving or denying them, and flagging patients whose refill requests signal they are overdue to be seen. The platform works across the full refill lifecycle, including clinical review driven by renewal rules and protocols, and according to the company it fits into existing EHR workflows without a long integration project. The wider suite covers patient communication (answering, reminding, and following up automatically), scheduling, medication prior authorizations, and referral intake, all functions that sit around the renewal moment in a psychiatric or primary care telehealth practice. One limitation is worth being clear about. Honey Health is refill and back-office automation, not an outbound calling service. It does not place structured renewal quoting or upsell calls to patients, so clinics that want a live renewal conversation still need a calling solution alongside it. Pricing is not published. The company tailors deployments to practice size and workflow.

Best for: Psychiatric medication management and primary care telemedicine clinics that want refill and renewal back-office automation inside their existing EHR, with the live renewal conversation handled by a separate calling solution.

#5 Renewtrak — Contact for pricing

Renewtrak is a renewal and quoting automation platform built around self-service interactive quotes. According to its website, customers can select upgrade and add-on options and see quotes update in real time, which means a renewal conversation can happen without a person on the phone. The platform integrates with your CRM and CPQ so renewal automation and automated dynamic quotes are created and auto-issued to the customer. The renewal cadence is the piece telehealth providers will care about most. Renewtrak sends automated reminders on a cadence up to 180 days before the renewal event, and those reminders can carry auto-populated quotes with upgrade options the customer can choose from. There is a self-checkout flow with a B2C-style digital buying experience, and quotes change based on what is selected, update without intervention, and are easily shareable with a household decision maker. Reporting is another strength. The company says you can see the status of every quote after submission, who viewed it, how a customer interacts with it, and real-time renewal metrics including likelihood-to-renew scores for forecasting. Renewtrak also describes its platform as machine-learning and AI powered, and publishes customer examples from VMware, Lenovo, and HP SEMA. Two cautions for clinics. Renewtrak is built for transactional renewal businesses with defined packages and add-ons, so a telehealth membership priced on clinical complexity may need its quote structure configured carefully. Pricing is quote-based, so you speak to sales.

Best for: Telehealth and telemedicine providers with packaged or tiered membership plans and defined add-ons, where patients can self-serve a renewal quote and the team wants renewal forecasting data.

#6 Updox — Contact for pricing

Updox is a patient engagement platform that pairs telehealth functionality with a centralized set of practice management modules. According to Sermo's 2026 review of telemedicine platforms, Updox has a strong adoption rate with 150 million patients in its database, and its distinguishing feature is a centralized platform for broad practice management. Clinicians cited in that review point to an interface and EHR integration they describe as easy and intuitive, plus modules for faxing, scanning, secure texting, and emailing that support patient communication. For renewal quoting and upsell work in a telehealth practice, the value sits in the engagement layer. Appointment reminders, secure messaging, and patient surveys give a clinic several ways to touch a patient before a renewal date without adding a phone call to the front desk's day. Surveys can surface satisfaction or unmet needs that make an upsell conversation easier to have, and secure messaging gives patients a written channel for plan questions when they would rather not talk on the phone. Updox is a software platform rather than a managed calling service, so the renewal conversation itself remains yours to run. It also does not publish pricing in the materials reviewed, so clinics should request a quote and confirm which modules are included. Because patient data is involved, healthcare buyers should confirm HIPAA posture and complete their own vendor review before rollout.

Best for: Telehealth and telemedicine practices already invested in Updox for patient engagement that want automated reminders, messaging, and surveys feeding a renewal motion they handle in-house.

#7 QuoteIQ — From $29.99/mo with a 14-day free trial; Max plan $699/mo (unlimited users)

QuoteIQ is an all-in-one platform for service businesses that combines quoting, client management, invoicing, scheduling, and automated follow-ups. According to their website, it includes an AI Estimator, a branded client portal, invoicing with online payments, scheduling, review generation, and automated email and text follow-ups. Plans start at $29.99 per month with a 14-day free trial, and every tier is listed publicly. The company reports more than 40,000 contractors and service operators on the platform, with a 4.7-star average app rating across 4,103 verified reviews. The renewal-relevant pieces are the AI Estimator, which generates quotes quickly, and AI Autopilot, which runs automated quote follow-up sequences and review requests across locations on the Elite and Max plans. InstaQuote provides embedded customer-facing quote forms, and the Max plan at $699 per month includes unlimited users, which matters for a group adding staff without compounding per-user costs. Be realistic about fit. QuoteIQ is built primarily for field service operations such as HVAC, plumbing, and electrical work, so its workflows assume technicians, routes, and jobs. A telehealth group with recurring care plans and memberships will not find a subscription renewal engine here, and there is no outbound calling component for patients who need a live renewal conversation. API access on the Max plan opens a path to connect it with other systems.

Best for: Service-oriented telehealth or telemedicine operations that also run field-based work and want quoting, invoicing, and automated follow-ups handled in one place.

The right renewal motion depends on where your clinic is weak. If the problem is that nobody has time to call, a managed service like My AI Call Center handles the whole campaign: one clear goal, a quoted price before launch, list and consent review, approved scripts, and dispositioned outcomes routed back into your CRM. If the problem is packaging and self-service, Renewtrak or QuoteIQ can carry the quote itself. If the problem is refill volume, Honey Health clears the queue. If the problem is staying warm before the renewal date, Updox keeps the channel open. Boomsourcing and CallMyCustomers put trained humans on the phone when a patient deserves a real conversation. Whichever you pick, test it against three questions. Can you show where the consent came from? Can you see what actually happened on every call? Does the cost stay predictable once the campaign is live? If you want a managed renewal quoting and upsell campaign run for you, My AI Call Center starts at 9¢ per connected minute with no per-seat charges, and the first campaign review is free. Email [email protected] to scope a campaign, or browse the campaigns page to see how the process runs from list review to final outcome report.

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