Medicare AEP opens in 00d 00h 00m 00s ACA Open Enrollment opens November 1 Book demo
Pre-AEP and OEP deployment window

Your entire AEP and OEP stack.
Live in days.

LMS, CRM, and inbound and outbound dialer on one platform, deployed from a ready-made template for your line of business. Every call scored for compliance the second it ends. Operational before the season opens, not during it.

Book Demo Now See deploy templates
SOC 2 HIPAA 100% of calls scored Medicare, ACA, Limited Med, Final Expense
Medicare AEP opens in
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Medicare AEP Oct 15 ACA Open Enrollment Nov 1 Medicare OEP Jan 1
Live floor  ·  Medicare AEP campaign  ·  TX, FL, AZ
Live
Agents on the floor4 of 12 shown
JA
J. Alvarez
On call · 04:12 · Medicare
MR
M. Reyes
Wrap up · scoring in progress
Wrap
DK
D. Kim
Inbound · ACA queue · AZ
Ready
TB
T. Brooks
LMS · Limited Med module 3 of 5
Training
Scored callsSeconds after hangup
96Disclaimer, SOA, recording notice all presentMedicare
82Benefit claim outside approved list, flaggedLimited Med
94Consent captured before plan selectionACA
91All rebuttals delivered in sequenceFinal Exp
96
Compliance score
Call 8F2C41. Scored 11 seconds after hangup.
Household recordBlended
PrimaryR. Thompson, 67 MedicareMAPD · eff. 01/01 Hospital IndemnityRider · issued Scope of appointmentSigned 10/02 AgentJ. Alvarez
Recording, transcript, and score attached to the record
0%
Calls scored for compliance
0
Quick deploy templates
Days
To fully operational
0
Lines of business, blended
0
Integration projects required
01Speed to implementation

Weeks is a liability. Days is the product.

A stack assembled vendor by vendor takes weeks because nothing ships configured and nothing talks to anything else. A template deploy on one platform takes days because the configuration is the product.

Vendor by vendor stackSix to ten weeks, if nothing slips
CRM setup Dialer provisioning Integration build QA process Agent training
Week 1Week 5Week 10
Aigency Now template deployLive in days
Live

One honest caveat. Number porting runs on the losing carrier's clock, not ours. You get working numbers on day one and we port your existing ones in behind them, so nothing waits on a port to go live.

D0

Kickoff

Lines of business, states, licenses, hierarchy, scripts, and your compliance checklist. One session.

D1

Template deployed

Pipelines, fields, consent capture, and your book imported from the template for your line.

D2

Dialer live

Inbound routing by line and state, outbound campaigns, DNC, recording, and floor monitoring.

D3

Rules loaded

Your disclosures, prohibited language, and scripts become the scoring rubric. Tested on your own recordings.

D5

Floor producing

Agents certified in the LMS, on the phones, every call scored. Before the season opens.

02Quick deploy templates

Pick your line. Deploy the template. Start dialing.

Each template ships with the pipeline, the scripts, the compliance rubric, the LMS curriculum, and the routing rules for that line of business already configured. You customize. You do not build.

Template 01

Medicare

AEP + OEP

Built for the season that opens October 15 and the OEP that follows it. Scope of appointment, disclaimers, and plan comparison discipline baked in.

Deploying templateReady to customize
  • Pipeline. Lead, scope of appointment, appointment, plan review, enrollment, post enrollment.
  • Scripts and rebuttals. Opening, needs analysis, plan presentation, objection handling, close.
  • Compliance rubric. Required disclaimer, SOA timing, recording disclosure, plan comparison language, no steering.
  • LMS curriculum. Carrier and product modules, script certification, compliance refreshers.
  • Routing. Inbound by state and license, outbound calling windows, DNC.
Template 02

ACA

OEP + SEP

Built for open enrollment on November 1 and the special enrollment periods that run all year. Consent documented on the record, not in a note.

Deploying templateReady to customize
  • Pipeline. Lead, eligibility, consent, plan selection, enrollment, effectuation.
  • Scripts and rebuttals. Subsidy conversation, plan fit, premium and deductible framing, close.
  • Compliance rubric. Consent language and timing, plan accuracy, no unsubstantiated savings claims.
  • LMS curriculum. Marketplace fundamentals, carrier modules, script certification.
  • Routing. Inbound by state, SEP queues, outbound follow up cadences.
Template 03

Limited Med

Year round

Built for year round production with the disclosure discipline that keeps a limited benefit plan from ever being described as major medical.

Deploying templateReady to customize
  • Pipeline. Lead, qualification, benefit walkthrough, application, issue, cross sell.
  • Scripts and rebuttals. Benefit framing, limitation disclosure, affordability, close.
  • Compliance rubric. Limited benefit disclosure, no major medical comparison, no coverage overstatement.
  • LMS curriculum. Product modules, disclosure certification, cross sell training.
  • Hospital Indemnity rider. Companion product on the same household record and the same call.
Template 04

Final Expense

Year round

Built to keep the floor producing between health seasons instead of going quiet in February. Health questions scripted, coverage never overstated.

Deploying templateReady to customize
  • Pipeline. Lead, qualification, health questions, quote, application, issue.
  • Scripts and rebuttals. Opening, health screen, benefit framing, affordability, close.
  • Compliance rubric. No misrepresentation of coverage or waiting periods, recording disclosure, accurate premium.
  • LMS curriculum. Carrier underwriting modules, script certification, objection practice.
  • Routing. Outbound calling windows by state, DNC, callback cadences.

Blended floors run multiple templates at once.

One household record across all of them. One compliance queue. One set of reporting numbers. Medicare plus Hospital Indemnity, Limited Med plus Final Expense, or all five lines on one floor.

MedicareACALimited MedHospital IndemnityFinal Expense
03One platform

LMS. CRM. Dialer. One login, one record, one set of numbers.

The agent who completed training is the same record that owns the pipeline and places the call. The recording lands on the household without an integration project.

LMS

Certify the class

Carrier and product modules, script certification, quizzes with pass thresholds, and exportable proof of who was trained on what and when.

Medicare onboardingClass of 14
Carrier and product modulesComplete
Script certification
Compliance refresher
12 certified, 2 in progressExport
CRM

One household record

Health specific fields, scope of appointment and consent attached to the record, blended pipelines, downline hierarchy, and the call evidence on the consumer automatically.

HouseholdBlended
Medicare MAPDEnrolled
Hospital Indemnity riderIssued
Scope of appointmentSigned 10/02
Last callScore 96 · 14:32
Inbound and outbound dialer

Both directions, one system

Skills based inbound routing by line, state, and license. Outbound campaigns with DNC and calling windows. Full recording, live barge and whisper, connection quality telemetry.

QueuesNow
Medicare · TX2 waiting · 0:14
ACA · AZ0 waiting
Outbound · Final ExpenseWindow open
MOS 4.3 · jitter 6msHealthy
04Compliance and script adherence

Every call scored in seconds. Not one percent sampled next week.

Enforcement moved. Carriers and regulators now expect a clean, per call record of what was said, when, and by whom. Manual QA cannot produce that at AEP volume. Automated scoring produces it on every call by default.

Call 8F2C41 · Outbound · 14:32Medicare
Compliance
0
Script adherence
0
Required disclaimer read in full0:06
Recording disclosure before any questions0:14
Scope of appointment confirmed before plan discussion1:22
Benefit stated that is not on the approved language list6:48
No steering or cherry picking languageFull call
Two required rebuttals delivered, one skippedFull call
Flagged and routed to the QA queue 11 seconds after hangup
Your checklist. Every call.

Your compliance officer writes the rules once. The platform runs them on all of it.

Required disclosures, consent language, prohibited claims, the order things have to happen in, and the script your agents were certified on in the LMS. Same rules, every call, seconds after hangup. The ones that need a human get escalated to one.

Manual QA
Aigency Now
Calls reviewed
A small sample
Every call
Time to review
Days
Seconds
Consistency
Reviewer dependent
Same rules every time
At triple volume
Falls behind
Unchanged
Evidence per call
Only if sampled
Transcript plus score
Required disclosures Consent and recording language Scope of appointment Prohibited benefit claims Steering language Script and rebuttal adherence
SOC 2 HIPAA compliant

Encrypted in transit and at rest

Recordings, transcripts, and consumer records, with role based access so an agent sees their book and a manager sees their floor.

A retained record for every call

Recording, transcript, score, and agent, attached to the household and retrievable on demand rather than reassembled from exports.

Audit ready by default

When a carrier or regulator asks about one interaction, you pull one record. The evidence was captured while the call was happening.

05Pre-AEP and OEP window

Be live before the season opens. Not during it.

Implementation is hands on, so the number of deployments we can stand up before the season opens is capped by our team, not by our sales calendar. Agencies that start now go into AEP on one platform. Agencies that start in November spend the season migrating while competitors are writing business.

  • Quick deploy template for your line of business, customized to your scripts and rules
  • LMS, CRM, and inbound and outbound dialer live together
  • Your existing book imported and your hierarchy mapped
  • Agent classes certified in the LMS before day one on the phones
  • A named implementation lead through the season, not a ticket queue
Medicare AEP opens in
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Pre-season implementation slots are limited.
Book the demo and we will tell you honestly whether we can have you live in time.
Book a Pre-AEP Demo Planning for OEP? Book a Pre-OEP Demo
06Pick your season

AEP or OEP. Book the demo for the window you are planning for.

Two calendars, two implementation tracks. The Pre-AEP track is for Medicare floors that need to be live by October 15. The Pre-OEP track covers ACA open enrollment on November 1 and the Medicare OEP that opens January 1, plus the Limited Med and Final Expense production that runs through the spring.

Medicare

Annual Enrollment Period

Opens Oct 15

Scope of appointment, disclaimer scoring, plan comparison discipline, and a Medicare template deployed before the window opens.

Book a Pre-AEP Demo
ACA and Medicare

Open Enrollment Period

ACA Nov 1 · Medicare Jan 1

ACA consent on the record, Medicare OEP plan change discipline, and Click 2 Form workflows that keep Limited Med and Final Expense producing after the season.

Book a Pre-OEP Demo
07Straight answers

The questions every operator asks on the first call.

It is real because you are deploying a configured template on one platform instead of integrating four vendors. The work is scoping your lines of business, importing your book, loading your scripts and compliance rules, and publishing your training. What it does not include is a custom integration build, and what it cannot outrun is number porting or a carrier appointment you have not been granted yet. On the demo we walk your specific situation and tell you the honest date.
The pipeline stages for that line of business, the scripts and rebuttals, the compliance scoring rubric, the LMS curriculum, the dispositions, and the routing rules. It is the configuration an experienced operator in that line would build over months, already built. You then customize it to your carriers, your scripts, and your rules rather than starting from a blank CRM.
It comes with you. We import your book, your hierarchy, and your activity history in the standard exports your current system produces. Bring a sample export to the demo and we will tell you on the call what maps cleanly and what needs a decision from you.
No. Keep your lead vendors, your carrier appointments, and your quoting and enrollment tools. Aigency Now is the operating layer underneath: training, the household record, the phone, and the compliance evidence. Replacing the things that already work for you is not a requirement, and usually not a good idea in October.
It does not replace them. It gives them coverage. Instead of sampling a small share of calls days later, your compliance officer defines the rules once and then works a queue of the calls that actually got flagged, with the transcript and timestamp in front of them. Most teams find their people stop doing discovery and start doing remediation and coaching.
Yes. Hierarchy is a first class concept, not a tag. Production, training completion, and compliance scoring roll up by downline, by agency, and by individual agent, with role based access so each level sees what it should and nothing more.
The Medicare OEP runs January through March and ACA open enrollment overlaps the back half of AEP, so the platform stays in season longer than most people plan for. After that, the Limited Med and Final Expense templates keep the floor producing in the spring instead of rebuilding one in September.
Medicare AEP opens in 00d 00h 00m 00s

Bring your scripts. We will show you the platform scoring a real call.

Thirty minutes, screen shared, your lines of business. If we cannot have you operational before the season opens, we will say so on the call rather than sell you a migration you will regret in November.

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00d 00h 00m 00sMedicare AEP opens
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