Compliance scoring for agencies. Fraud detection for carriers.
Every recorded call scored against the rules for that queue. The Medicare template is the strictest scorecard we ship. Other lines use your questions. Carriers and FMOs review the same recording when the call is an enrollment.
One hundred percent of recordings reviewed. Not a sample.
The rules follow the queue.
Every recording is scored. The floor is the same on every line. The Medicare template is the strictest scorecard we ship. ACA, life, final expense, health, annuities, and P&C run on the questions you configure. Fraud indicators sit on top for carriers and FMOs reviewing enrollment calls.
Shared floor
- Agent provided name and license status
- Call recording disclosed
- Consent for the call and for the product discussed
- The disclosures written into that campaign's script
- Your own carrier, state, or product questions
Medicare template
- Health information disclaimer and TPMO disclaimer
- Medicare Parts A and B and permanent residence verified
- Decision authority and election period reviewed
- Scope of appointment matches the products discussed
- 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
Other lines
- ACA: your open-enrollment and special-enrollment script, not the Medicare TPMO list
- Final expense and life: graded-benefit language, suitability questions, and state disclosures you write
- Annuities: suitability and illustration questions you put on the scorecard
- P&C: consent, recording, and the renewal script. Quoting and binding stay in the carrier portal
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 the rules for that queue. Every line shares a floor: agent identification and license status, recording disclosure, and consent. The Medicare template adds the TPMO disclaimer, Parts A and B and residence, decision authority, election periods, scope of appointment, suitability, benefit accuracy, and confirmed enrollment interest. ACA, life, final expense, health, annuities, and P&C use the same engine with the questions, scripts, and carriers you configure.
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. Scorecards, indicators, and analysis profiles are yours, and they can differ by queue or by vertical. The Medicare template ships with the platform. Other lines start from your questions rather than from a second prebuilt legal scorecard.
Something else? Contact us
See the scorecard on a real call.
We will walk through the scorecard for your line, the Medicare template, and how carriers and FMOs review flagged enrollment calls.
