ACA Dialer for Marketplace Agents

ACA Open Enrollment (OE) typically runs November 1 through January 15 each year for coverage starting the following year. Special Enrollment Periods (SEP) allow enrollment outside OE when qualifying life events occur — such as job loss, marriage, birth of a child, or relocation. AgentTech lets you build separate OE and SEP campaigns with their own scripts and dispositions so agents work the right cadence in the right window.

No. Quoting, subsidy calculation, plan selection, and enrollment all happen in HealthCare.gov, the State-Based Marketplace, or your enhanced direct enrollment (EDE) tool. AgentTech is the dialer + CRM the agent runs the call on — capturing the recording, transcript, disposition, and AI compliance score for the audit trail.

Five dial modes (preview, progressive, power, predictive, auto) so the agent picks the right one for each campaign, an in-call AI Sales Coach with the script + objection prompts on screen, and AI compliance scoring on every recording so QA actually has evidence rather than 1-5% random sampling.

ACA leads can come from lead vendors, your website, referrals, or direct marketing. AgentTech supports multi-source lead intake via webhook, CSV import, and real-time posting. Leads are distributed to agents based on configurable rules, and each lead source can be its own campaign with its own dial mode and disclosures.