AI Compliance Scoring on Every Recorded Call

Compliance violations can cost $100,000+ per incident. AgentTech's AI Sales Coach prompts agents in real time during calls, then AI Compliance Scoring reviews every recording against the script and disclosures you configured — so QA gets a real evidence trail instead of random call sampling.

100% recorded calls scored In-call AI Sales Coach Configurable per campaign
Try AgentTech Dialer Now

The Insurance Compliance Challenge

Insurance call centers face a perfect storm of compliance requirements: TCPA calling rules, CMS Medicare marketing guidelines, state insurance regulations, and carrier-specific requirements. One wrong word from one agent on one call can trigger investigations, fines, and lost appointments.

Traditional compliance approaches—random call sampling, manual review, post-call audits—catch violations after the damage is done. With only 1-5% of calls reviewed, most violations go undetected until a complaint surfaces.

Compliance Reality: CMS civil monetary penalties can reach $48,833 per determination for marketing violations, and up to $195,335 for misrepresentation. TCPA violations range from $500-$1,500 per call. State insurance departments can revoke licenses. The cost of non-compliance far exceeds any software investment.

What AgentTech Monitors

Comprehensive compliance coverage for insurance operations

TCPA Disclosures

  • Required call-recording disclosure
  • Required identification language
  • Consent-confirmation language
  • Prohibited urgency / pressure tactics

CMS/Medicare Rules

  • Scope of appointment boundaries
  • Prohibited marketing language
  • Enrollment period rules
  • Required disclosures

State Insurance Regs

  • State-specific disclosure language
  • Prohibited-practice language
  • Suitability question coverage
  • Replacement-disclosure language

How Compliance Works at AgentTech

In-call coaching for the agent + post-call scoring for QA — two layers, not one

1

Configure Once

Define the script, required disclosures, and prohibited language per campaign.

2

In-Call Coach

AI Sales Coach prompts the agent on screen with script reminders and disclosure cues as the conversation unfolds.

3

Score the Recording

When the call ends, AI scores the recording against your configured rules and flags missed disclosures or prohibited phrases.

4

Coach + Audit

QA pulls flagged calls, supervisors coach against the recording, and you have an audit trail when regulators ask.

What Our AI Catches in Recordings

AgentTech's compliance scoring engine goes beyond keyword matching. It evaluates each recorded call against the script and disclosure rules you configured, with context awareness to catch issues that simple keyword detection would miss.

Prohibited Language

"This is the best plan" → Flagged: Superlative claims prohibited

Scope Violation

"Let me also tell you about dental" → Flagged: Outside documented SOA

Pressure Tactics

"You need to decide today" → Flagged: Urgency/pressure language

Missing Disclosure

Call ending without required statements → Flagged: Disclosure not detected

Benefits of AI Compliance Scoring + In-Call Coach

Protection that pays for itself

Coach Before, Score After

The Sales Coach prompts the agent in-call so the right disclosure language gets read; the scoring engine confirms it on the recording.

100% Recorded-Call Coverage

Every recorded call is scored automatically. No 1-5% random sampling, no missed missed-disclosures, no luck involved.

Reduce Risk

Lower your exposure to fines, sanctions, and carrier terminations with proactive monitoring.

Training Insights

Identify which agents need additional training based on compliance patterns, not guesswork.

Audit Documentation

Maintain complete records of monitoring activities for regulatory audits and carrier reviews.

Cost Avoidance

One prevented violation pays for years of monitoring. Protection that delivers ROI.

Frequently Asked Questions

AgentTech splits compliance into two layers. The AI Sales Coach gives the agent in-call prompts (script reminders, objection rebuttals, disclosure cues) on screen as the conversation unfolds. AI Compliance Scoring then reviews every recorded call after it ends against the script and disclosures you configured, and surfaces missed language for QA and supervisor review.

You configure the script, required disclosures, and prohibited-language rules per campaign (TCPA disclosures, CMS Medicare scope-of-appointment language, state-specific consent statements). After each recorded call, the scoring engine compares the transcript against those rules, scores the call, and flags missed disclosures or prohibited phrases for review.

No. DNC scrubbing and consent-record management happen in your list/lead-vendor layer before campaigns are loaded into AgentTech. AgentTech captures the call recording, the disposition, the transcript, and the AI compliance score so you have the audit trail when a complaint or regulator asks.

Most "real-time" claims actually mean post-call review presented quickly. AgentTech is honest about it: the AI Sales Coach is genuinely real-time and is for sales/script guidance to the agent, while AI Compliance Scoring runs against the recording right after the call ends. Supervisors can also listen, whisper, or barge live calls.

Ready to Protect Your Agency?

AI Sales Coach in-call + AI compliance scoring on every recording. Included at $50/seat.

Try AgentTech Dialer Now

Last updated: