The AI dialer, CRM, and LMS built to win AEP, OEP, and every season after.
Every call graded for compliance the second it ends. New agents trained on AI simulation bots and producing in under two weeks. Agent ping and transfer-time analytics so inbound volume never waits. One platform, one login, live in days.
ACA Open Enrollment opens in
Legacy insurance CRMs and dialers are holding you back. Built for insurance agencies, Medicare agencies, FMOs, and IMOs who need AI call intelligence, real-time compliance monitoring, and modern agent management - not software from 2005.
Intelligent call routing
Route inbound calls to the right agent instantly. Vendor-based routing, campaign management, and real-time availability - all handled automatically with zero manual intervention.
Real-time AI analytics
Every call analyzed by AI in real time. Compliance scores, sales quality grades, and agent performance metrics - surfaced on dashboards that update live, not once a day.
AI coaching that lifts sales
Every agent gets a personal AI coach trained on real calls. Automated grading, targeted training drills, and sales performance analysis turn average reps into top performers - week over week.
Season readiness
AEP and OEP are around the corner. Be live before they open, not during.
Implementation is hands on, so pre-season deployment slots are capped by our team, not our sales calendar. Pick the window you are planning for and we will tell you honestly whether we can have you operational in time.
Medicare
Annual Enrollment Period
Opens in
- Medicare quick deploy template: pipeline, scripts, scope of appointment capture, disclaimer scoring
- LMS, CRM, and dialer live together in days, agents certified before day one on the phones
- Every call scored for compliance the second it ends
ACA and Medicare
Open Enrollment Period
Opens in
- ACA template with consent documented on the record, plus Medicare OEP plan-change discipline
- Click 2 Form workflows keep Limited Med and Final Expense producing through the spring, with mortgage insurance and annuity books on the same platform year round
- Agent ping and transfer-time analytics so inbound volume never waits in a queue
Running an FMO or IMO? See how downline oversight works
Real-time call management that just works
Inbound calls route to the right agent instantly based on vendor, campaign, state, and availability. Every call recorded, transcribed, and analyzed - automatically.
| AGENT | STATUS | CAMPAIGN | SCORE |
|---|---|---|---|
| Marcus J. | On Call | Medicare AEP | 94% |
| Pauline R. | Available | Life Term | 91% |
| David C. | On Call | Medicare AEP | 88% |
| Lisa T. | Wrap-up | FE Direct | 96% |
| James W. | On Call | Life Term | 85% |
Ping the right agents. Transfer in seconds. Measure every handoff.
Agent ping sends a live call to every eligible agent at once - licensed in the state, certified on the product, actually available - and the first to accept takes it. Transfer time is tracked from ping to live handoff on every call, so you know exactly where seconds and sales are leaking.
| AGENT | PINGS | ACCEPT | ANSWER | TRANSFER | STATUS |
|---|---|---|---|---|---|
| M. Reyes | 48 | 92% | 1.6s | 3.9s | On target |
| D. Kim | 41 | 78% | 2.4s | 5.1s | On target |
| T. Brooks | 37 | 61% | 3.3s | 7.8s | Watch |
| S. Patel | 29 | 44% | 4.9s | 11.2s | Coaching |
A Click 2 Form workflow built for Limited Med and Final Expense
Form leads are won or lost in the first minute. Our custom CRM and dialer workflow turns a Click 2 Form submission into a mapped household record, an agent ping, and a live conversation in seconds - with the script, the disclosures, and the follow-up cadence for that product already loaded.
Three auto-dial attempts in 15 minutes, then SMS and a callback task on the record.
Quoted, applied, or not interested each trigger their own follow-up sequence. No agent setup.
Every agent, every metric, in real time
Track agent performance across calls, compliance, and sales. AI grades every call automatically. Leaderboards, coaching tools, and LMS training - all in one place. Know who's crushing it and who needs help before it's too late.
Top agent this quarter with 94% compliance score and 32% conversion rate. Highest sales volume in Medicare AEP campaign.
Consistent month-over-month improvement. Compliance score jumped from 78% to 91% after coaching sessions in December.
Call volume declining. Compliance score at 72% - flagged for mandatory training on disclosure requirements.
Catch bad connections before they burn calls
Real-time MOS, jitter, packet loss, and round-trip time for every agent's connection. Spot the rep on bad WiFi before her dropped audio torches your CPA - and auto-reroute live calls to agents with clean lines.
James W. on poor connection - 18 dropped calls today.
| AGENT | MOS | LOSS | JITTER | RTT | STATUS |
|---|---|---|---|---|---|
Marcus Johnson Medicare AEP | 4.4 | 0.3% | 12ms | 48ms | Excellent |
Pauline Rivera Life Term | 4.2 | 0.8% | 18ms | 62ms | Excellent |
Lisa Tran FE Direct | 4.1 | 1.2% | 22ms | 71ms | Good |
David Chen FE Direct | 3.7 | 2.4% | 38ms | 118ms | Fair |
James Wilson Medicare AEP | 3.1 | 5.8% | 72ms | 184ms | Poor |
Every call graded the moment it ends
AI grades every call against your sales playbook within seconds of hangup. Stage-by-stage scoring, script adherence, strengths, weaknesses, and the exact coaching action - with timestamps pulled straight from the transcript.
Skipped benefits presentation - agent qualified the lead and confirmed SEP but went straight to scheduling a callback instead of quoting the plan.
Bridge discovery into presentation - after SEP confirmation, lead with plan comparison and subsidy value, then drive to an enrollment commitment before offering a callback.
Ask your agency’s platform anything. Seriously.
Purpose-built AI that understands your call center data. Ask about compliance trends, agent performance, campaign metrics, or vendor ROI in plain English - and take action directly from the conversation.
Medicare AEP leads at 96.2% - highest compliance across all campaigns this quarter
FE Direct dropped 2.3% - disclosure timing is the primary violation type
Medicare Supp at 84.6% - below 85% threshold, mandatory review triggered
And so much more
An entire platform, not just a dialer and CRM.
+ Continuously expanding
Book a demo
Your agency deserves a better dialer, CRM, and LMS.Built for the season ahead. Available now.
Thirty minutes, screen shared, your lines of business. We will score a real call in front of you.