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Compliance scoring for agencies. Fraud detection for carriers.

Every recorded call scored against Medicare and insurance rules, with the indicators carriers use to catch enrollment fraud before it becomes a complaint or a chargeback.

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One hundred percent of recordings reviewed. Not a sample.

AI compliance scoring

Every recording is transcribed and scored against your ruleset, with a scorecard for audits and coaching.

Pre-built for insurance
Agent identification and license, recording disclosure, health information and TPMO disclaimers, Medicare Parts A and B and residence, decision authority, election periods, suitability, benefit accuracy, enrollment interest.
Your own questions
Add agency, carrier, or state-specific requirements and the AI checks for those too.
100% coverage
No sampling and no manual review queue. Every recording gets scored.
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AI Sales Coach

Compliance prompts while the caller is still on the line, not a finding afterward.

Real-time prompts
Required disclosures and verifications surface as the conversation reaches them.
Objection handling and talking points
Coaching cues drawn from your own playbook.
Sentiment and talk ratio
Live signals a supervisor can act on from the floor.
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Call analysis setup

Agencies own their scorecards, indicators, and analysis profiles.

Scorecards
The questions a call is graded on, per vertical or per queue.
Indicators
Signals that flag a call for review regardless of the overall score.
Analysis profiles
Which scorecards and indicators apply to which calls.
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Fraud and risk indicators

The patterns behind enrollment fraud, seen across every call rather than a sample.

Consent and identity
Consent never verified, agent not identified, license not stated.
Promises and pressure
Promotions and dollar amounts offered, plans presented without suitability.
Money trail
Chargebacks surfaced by statement reconciliation, tied back to the policy and the call.
Reviewable evidence
Recording, transcript, and scorecard on one screen for the carrier or FMO reviewer.
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Recording, transcript, and audit trail

Everything a complaint or an audit will ask for, already in one place.

Recording and transcript
Every call, stored with compliance-safe retention.
Policy event timeline
From the call to submitted, issued, paid, and any exception.
Platform audit
Who changed what, across the tenant.
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What the engine checks.

The default insurance ruleset ships with the platform. Agencies and carriers add their own questions and indicators on top.

Agent compliance

  • Agent provided name and license status
  • Call recording disclosed
  • Health information disclaimer and TPMO disclaimer
  • Medicare Parts A and B and permanent residence verified
  • Decision authority, election period, and coverage reviewed
  • Plan suitability, benefit accuracy, and enrollment interest confirmed

Fraud and risk indicators

  • Explicit verbal consent for enrollment missing or unclear
  • Screening agent and selling agent identified, or not
  • Promotions or dollar amounts promised to the caller
  • Plan presented without reviewing alternatives or needs
  • Chargebacks from statement reconciliation, tied to the call
  • Your own carrier or state-specific indicators

For the agency floor and the carrier's desk.

Supervisors use it to coach and correct in minutes instead of hours of call review. Carriers and FMOs use the same evidence to see enrollment risk across their whole distribution.

  • Flagged calls surface for supervisors with transcript and score side by side.
  • Scores roll up by agent, queue, publisher, and state in TeleSales reports.
  • Reports drill from a number to the calls behind it, and on to the policy and the commission.

Coverage

100%
of recordings scored, with no sampling
1M+
calls processed on the AgentTech platform
Every call
keeps its recording, transcript, and scorecard together

FAQs

Questions about Compliance

What does AgentTech Compliance check on a call?

Every recorded call is transcribed and scored against a compliance ruleset. The default insurance ruleset covers agent identification and license status, recording disclosure, health information and TPMO disclaimers, Medicare Parts A and B and residence verification, decision authority, election periods, suitability, benefit accuracy, and confirmed enrollment interest. Agencies add their own questions on top.

How is it a fraud detection engine for carriers?

The same scorecards and indicators that grade an agent flag the patterns behind enrollment fraud: consent that was never verified, an agent who did not identify themselves or their license, promotions or dollar amounts that were promised, plans presented without suitability, and chargebacks surfaced by statement reconciliation. Because 100% of recordings are scored, carriers and FMOs see the pattern, not a sample.

Is every call reviewed?

Yes. There is no sampling and no manual review queue. Every recording receives a scorecard, and flagged calls surface for supervisors with the transcript and the score side by side.

What does the AI Sales Coach do during the call?

It listens along and surfaces talking points, objection handlers, and compliance prompts in real time, so required disclosures are made while the caller is still on the line rather than caught afterward.

Can we define our own compliance rules?

Yes. Agencies own their scorecards, indicators, and analysis profiles. Add agency, carrier, or state-specific questions and the AI checks for those alongside the defaults.

Something else? Contact us

See the scorecard on a real call.

We will walk through the default insurance ruleset, the fraud indicators, and how carriers and FMOs review flagged calls.

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