Advisory Research

Run continuous KOL advisory inside one subscription

Voice and video interviews replace scheduled advisory board meetings. KOLs participate on their own time; you get strategic input without travel coordination or scheduling overhead. Sunshine Act-compatible with full Open Payments data export. Continuous KOL access within the monthly subscription rather than episodic 3-session boards.

50 interviews/month included; continuous KOL access
Sunshine Act-ready CMS-format export native
BAA on every engagement
Verified clinician on a Carevoices research interview
Live
Intelligence Report Live
0% KOL Participation
Strategic input
91%
Label decisions
78%
Competitive positioning
65%
AI Insight

KOLs surface label-relevant differentiation insights more consistently in async voice-interview format than in scheduled face-to-face boards.

Carevoices
Benchmark
92%
Live

Trusted by teams at

Nivella Health
TL;DR

Traditional pharma advisory boards require flying KOLs to a hotel, honoraria coordination, and weeks of synthesis post-meeting. Carevoices' advisory research runs within the monthly subscription — 50 interviews/month included means continuous KOL/specialist conversations rather than episodic 3-session boards. AI-moderated voice and video interviews let KOLs participate on their own time; fielding starts the same week the brief is locked. Sunshine Act-compatible with full Open Payments data export captured at panelist intake. BAA on every engagement, HIPAA Safe Harbor de-identification, US data residency. Used for medical affairs strategic input, label decision research, brand strategy advisory, and competitive positioning work — and brand teams can run KOL deep-dives, advisory work, and buying-process research all within one subscription cycle.

The Problem

Why Traditional Advisory Boards Don't Fit 2026 Workflow

Three structural mismatches with modern pharma medical affairs operations.

01

Sunshine Act / Open Payments documentation overhead repeats every advisory

Every reportable transfer of value to a KOL (honoraria, travel, meals) requires CMS reporting. Coordinating Sunshine Act documentation across 8-12 KOLs, with attribution and breakdown by purpose, plus BAA execution and HIPAA Safe Harbor de-identification, adds 1-2 weeks of administrative work per advisory at legacy vendors and is unbuilt at generic AI tools.

02

Episodic 3-session advisory boards miss continuous KOL access

Honoraria coordination, travel, hotel, and facility logistics for an 8-12 KOL face-to-face advisory board lock teams into infrequent, episodic engagements (typically 3 sessions per year). Pharma medical affairs teams running quarterly or always-on cadence find the legacy structure unsustainable — they need ongoing voice/video conversations within a continuous engagement rather than 3 isolated meetings.

03

Scheduling overhead consumes 60-80% of project time

Coordinating 8-12 KOLs across geographies, specialties, and personal calendars takes weeks. Travel, hotel, meal coordination adds 2-3 more weeks. Total elapsed time from project kickoff to face-to-face meeting: 6-10 weeks. Async voice/video reclaims most of that time — fielding starts the same week the brief is locked.

Use Cases

Real-world applications
for Advisory Research

Compliance Built In

BAA on every engagement. HIPAA Safe Harbor de-identification by default. US data residency confirmed in writing. Sunshine Act / Open Payments handling for KOL honoraria — NPI capture, state license, specialty, address captured at panelist intake; CMS-format export with transfer-of-value attribution.

Sunshine Act + BAA package travels with the subscription, no per-advisory legal cycle

Continuous KOL Access

Monthly subscription enables ongoing voice/video conversations with KOLs rather than episodic 3-session face-to-face advisory boards. AI-moderated voice and video interviews — KOLs participate on their own time, fielding starts the same week the brief is locked.

Continuous strategic input vs. 3 isolated face-to-face meetings per year

Always-On Listening

50 interviews/month included means brand teams can run KOL deep-dives, advisory work, and buying-process research all within one subscription cycle — no per-engagement procurement between studies. Strategic input, label work, and competitive positioning under one structure.

KOL deep-dives + advisory + buying-process inside one subscription cycle
Compare

How Carevoices advisory research compares to common alternatives

Dimension Carevoices Sermo / M3 panel rentalsZoomRx / typical RFP-driven CROGeneric AI tools (Outset / Listen Labs)
Engagement model Monthly subscription with 50 interviews included; continuous KOL access Annual panel access subscription + per-survey feesRFP-driven custom advisory engagement, 30-90 day procurementCustom RFP-driven engagement design
BAA on every engagement Yes — template available pre-signature Yes — standard for pharma engagementsYes — standard for pharma engagementsNo published BAA template; 60-120+ day legal retrofit
AI-moderated voice/video qualitative Native — primary delivery mechanism for KOL strategic input Survey + community methodologyHybrid AI + human moderation, often face-to-faceYes — but no healthcare compliance package
Sunshine Act / Open Payments handling for KOL honoraria Native — NPI capture + CMS-format export at panelist intake Available, often as separate workstreamAvailable, layered onto custom engagement per advisoryNot built — manual retrofit per engagement
Continuous KOL access vs. episodic boards Continuous KOL conversations within one subscription cycle Per-survey fees; no native continuous capabilityEpisodic 3-session advisory structureCustom-scoped per round; no compliance reuse
How It Works

From question to intelligence

1
Day 1

Brief and panel composition lock

You define the advisory question, panelist mix (specialty, practice setting, geography), and stimuli scope. We recruit and confirm participants within the same week.

2
Days 2–14

AI-moderated advisory interviews

Voice or video interviews with verified clinicians, AI-moderated with structured laddering depth. Stimuli pre-approval workflow runs in parallel for FDA-relevant content.

3
Days 15–21

Compliant deliverable

HIPAA Safe Harbor de-identified transcripts, recordings (if contracted), audit log, and CMS-format Sunshine Act export delivered to your analysis stack.

"We were CROs competing on speed alone, but patient research was the bottleneck — we would quote 8-week timelines while sponsors went to bigger firms in the US and Europe. Carevoices changed the math. We ran 1,203 patient interviews in 48 hours for one sponsor, with HIPAA-grade de-identified transcripts delivered straight into our analysis stack, and the AI moderator went deeper than our human moderators on the first round. Sponsors come to us specifically now because we can do depth research at scale — 34% recruitment uplift, 52% retention. We can now compete globally because of Carevoices."

Stephane Nyombaire, CEO, Nivella Health

Methodology & Trust

How Carevoices Runs Advisory Research

KOL and clinician advisory work needs verified depth, balanced participant rosters, and stimuli pre-approval — all built into the Carevoices subscription.

How we recruit

  • License + NPI verification at intake — every advisor's credentials confirmed before the engagement starts
  • Specialty + practice setting + employer attestation captured for balanced advisory composition
  • Direct NPI outreach for ultra-rare specialties or named-KOL advisory boards
  • Sunshine Act / Open Payments handling — NPI capture and CMS-format export for unblinded engagements

How we deliver

  • AI-moderated voice or video interviews with structured laddering depth comparable to legacy human moderation
  • Stimuli pre-approval workflow with versioning and audit trail for FDA-relevant content
  • HIPAA Safe Harbor de-identification on every transcript before sponsor delivery
  • BAA executed pre-engagement; US data residency confirmed in writing
Get Started

Run your next KOL advisory inside one subscription

30-min walkthrough of async advisory research workflow. Sample compliant deliverable. Sunshine Act handling walkthrough.

30-min with founder

Sample async advisory deliverable + Sunshine Act handling walkthrough

Sunshine Act methodology

NPI capture, CMS-format export, transfer-of-value documentation

Most engagements clear procurement within 30-60 days at top-20 pharma.

FAQ

Common questions

Async advisory delivers equivalent strategic input depth via AI-moderated 30-60 minute voice or video interviews. KOLs report higher participation rates (70%+ vs. 40-50% for face-to-face) because async fits their schedules. The trade-off: less group dynamic interaction. For most strategic input work, async is appropriate; for consensus-building or contentious topics, face-to-face may still be preferred.
Carevoices captures NPI, state license, specialty, and address at panelist intake. For unblinded advisory engagements, we provide CMS-format export data with transfer-of-value attribution for sponsor's Open Payments filing. Built into the panelist intake by design rather than bolted on per engagement.
Sermo and M3 are panel-access subscriptions — annual fees plus per-survey fees, with you assembling moderation and Sunshine Act documentation. Carevoices is a delivered-study subscription bundling recruitment, AI voice/video, transcription, HIPAA Safe Harbor, BAA, and Sunshine Act handling for KOL honoraria. Sermo and M3 are stronger for international panel breadth; Carevoices is built for KOL advisory where continuous voice/video access and built-in Sunshine Act matter more.
Generic AI research tools were built for consumer brands and haven't retrofit healthcare compliance. Most don't publish a BAA template, don't run license + NPI verification, don't de-identify to HIPAA Safe Harbor by default, and lack Sunshine Act handling. Pharma compliance disqualifies them at the BAA gate. Carevoices is healthcare-purpose-built: verified specialist panel, BAA, HIPAA Safe Harbor, CMS-format Sunshine Act native.