All articles.
Browse the complete library of insights, playbooks, and updates for insurance call centers.
AI Agents for Claims FNOL Intake: What to Automate + How to Handoff
A workflow blueprint for FNOL automation: structured intake, triage, summaries, escalation rules, and QA for claims operations.
Read the articleHow Insurance Call Centers Deploy AI Agents Safely (Handoff + Guardrails)
Step-by-step rollout plan for AI agents: guardrails, disclosures, human handoff, QA, audit trail, and the metrics that prove ROI.
Read the articleAgentTech I/O Closes $500,000 Seed Round at $7.5M Valuation
AgentTech I/O announces $500,000 seed round at a $7.5 million pre-money valuation from an accredited investor and family office to scale infrastructure and accelerate go-to-market efforts.
Read the articleAI Agent vs IVR for Insurance Call Centers: What to Use (and When)
Practical comparison of AI agents vs IVR: workflow completion, handoff design, compliance guardrails, and which insurance calls fit each.
Read the articleYear-End Compliance Review: Closing the Books on Call Center Compliance
Annual compliance review checklist — recording audits, consent verification, DNC list updates, license renewals, and CMS documentation review.
Read the articleThe Agent's Guide to CMS-Compliant Medicare Enrollment Calls
A script-level walkthrough of a compliant Medicare enrollment call from greeting to close, highlighting every CMS-required disclosure.
Read the articleSummer Slowdown Strategy: Using Off-Peak Months to Train, Optimize, and Grow
How to use the summer months productively — agent training with AI mock calls, system optimization, publisher recruitment, and AEP preparation.
Read the articleRecording Retention Rules: How Long Must You Keep Medicare Call Recordings?
CMS and state-level requirements for call recording retention periods, storage best practices, and automated retention policies.
Read the articleContact Sharing Across Teams: Private, Shared, and Agency-Wide Visibility
How granular contact sharing controls let agencies protect high-value leads while enabling collaboration across teams.
Read the articleACA Open Enrollment Call Center Strategies for 2026
How to prepare your call center for ACA open enrollment, including staffing models, routing, and compliance requirements.
Read the articlePut the playbooks to work.
See the dialer, the CRM, and compliance scoring on your own calls.