Our solution features…
- Ability to record both sales and enrollment calls for CMS compliance
- Softphone functionality
- Capacity to handle both inbound and outbound calls during enrollment
- No special hardware required—just a computer with a microphone
Field Agent Platform with Telephonic Recording and Call Analytics for AEP 2023
Stay compliant AEP 2023 with our Field Agent Platform, a multi-carrier quoting & enrolling tool able to record both sales and enrollment calls.
Key Benefits to field agents:
Now with recording for sales AND enrollment calls
Telephonic Recording
Call Compliance Monitoring
Our solution…
- Automatically records, transcribes, and evaluates every call for sentiment and CMS script adherence
- Call analytics enables review of ALL calls to identify priority calls for follow-up review
- Provides sentiment analysis to give insight into customer satisfaction and disenrollment issues
- Organize transcript data by caller and agent for greater clarity and issue identification
Electronic Scope of Appointment
With our solution, field agents can…
- Deliver an electronic Scope of Appointment via email or text, or upload an existing SOA
- Personalize email or text message
- Configure the Scope of Appointment form to meet specific carrier needs
- Real-time tracking of:
- When the form was sent out
- Who signed it
- When they signed it
- Which products are approved and which aren’t