Field Agent Platform with Telephonic Recording and Call Analytics

Our Field Agent Platform is the first multi-carrier quoting & enrolling tool in the market with the ability to record both sales and enrollment calls. Our tool enables agents and carriers to comply with the new CMS Final Rule for AEP 2023.

Key Benefits to field agents:

Multi-carrier quoting and enrolling platform with approval from CVS, Cigna, Humana, and United Healthcare

HIPAA and CMS compliant for AEP 2023 with automated agent onboarding, RTS designation, eSOA, and robust backend auditing tools

Ability to record sales and enrollment calls—no special software or hardware required

Call recordings stored for up to 10 years

Integrated delivery of direct mail, web, and call transfer leads to field agents to support sales, retention, and upgrade campaigns

Now with recording for sales AND enrollment calls

Telephonic Recording

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

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

Contact us for a live demo.

Request a Demo