Field Agent Portal

Our solution enables field agents to sell Medicare plans remotely and compliantly in a socially distanced world

Our Field Agent Portal is a fully configurable SaaS platform that provides field agents with an integrated CRM, electronic Scope of Appointment, plan quoting, and telephonic enrollment capabilities. It can be implemented in 3-6 weeks.

The portal features...

Electronic Scope of Appointment

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

Telephonic Enrollment

Our solution features…

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

Call Compliance Monitoring

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

Contact us for a live demo.

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