Field Agent Platform with Telephonic Recording and Call Analytics
The first field agent solution with CMS-compliant, carrier approved, multi-carrier telephonic enrollment. Our call recording and analytics solution fully meets the new CMS Final Rules requirements.
Key Benefits to field agents:
Multi-carrier quoting and enrollment platform for field agents
Fully integrated telephonic enrollment with CMS compliant scripting, call recording, and analytics reporting
Integrated delivery of direct mail, web, and call transfer leads to field agents to support sales, retention, and upgrade campaigns
Built with CMS compliance in mind with automated agent onboarding, RTS designation, eSOA, and robust backend auditing tools
Telephonic Recording
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 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