With our solution, field agents can…

• Deliver an electronic Scope of Appointment via email or text
• Personalize email or text message
• Configure the Scope of Appointment form to meet specific carrier needs
• Track:
  • when the form was sent out
  • who signed it
  • when they signed it
  • which plans are approved and which aren’t

Our solution features…

• Softphone functionality
• Ability to handle both inbound and outbound calls
• No special hardware required—just a computer with a microphone

Our solution…

• Automatically records, transcribes, and evaluates every call
• Loads call information in real time (1-2 minutes)
• Organize transcript data by caller and agent for greater clarity
• Provides sentiment analysis to give insight into customer satisfaction and disenrollment issues