Why Medicare Call Centers Switch to AgentTech

EnrollHere serves the Medicare market, but as agencies scale call volume they tend to outgrow the dialer + CRM stack. The teams that move to AgentTech tell us they wanted four things in one platform:

  • All 5 dial modes – Preview, progressive, power, predictive, and auto in one platform — pick the right pacing per campaign
  • In-call AI Sales Coach – Real-time prompts on objection handling, required disclosures, and prohibited language as the call unfolds
  • AI Compliance Scoring on every recording – Every call scored against your script and CMS marketing rules, not random QA samples
  • Full insurance CRM – Cadences, dispositions, and follow-up automation built in — not lightweight contact tracking

The AgentTech Edge: Two distinct AI layers — an in-call Sales Coach that helps the agent on the call, and post-call Compliance Scoring that QA-grades 100% of recordings against your script. All bundled at $50/seat, published.

AgentTech Advantages

Next-generation AI for Medicare sales

In-Call AI Sales Coach

Real-time on-screen prompts help agents handle objections, deliver required CMS disclosures, and avoid prohibited language as the call unfolds — trained on your scripts.

All 5 Dial Modes

Preview, progressive, power, predictive, and auto. Pick the right pacing per Medicare campaign — warm AEP follow-ups on preview, aged outreach on predictive.

AI Call Transcription

Every call transcribed and stored alongside the recording. Search transcripts for QA, train new agents on the best calls, and keep an audit-ready paper trail.

Full Insurance CRM

Cadences, dispositions, contact history, policy tracking, and follow-up automation built into the dialer — not a lightweight contact list, and not a separate subscription.

AI Compliance Scoring

Every recorded call is scored against your script and CMS marketing rules — not random samples. QA reviews the lowest scores first; training catches drift before it becomes a violation.

$50/Seat, Published

Dialer + CRM + AI Sales Coach + AI Compliance Scoring + recording + transcription in one platform at $50/seat — no "call for a quote" sales motion, no surprise add-on tiers.

Built for AEP Volume

Annual Enrollment Period demands the most from your technology. AgentTech is built to scale call volume up and down with the season — without the platform becoming the bottleneck.

  • Add seats in minutes — month-to-month, no annual contract
  • High-availability infrastructure built for peak AEP days
  • AI Compliance Scoring runs on every recording — not just samples
  • Real-time supervisor dashboards + listen / whisper / barge

AgentTech at a Glance

$50
per seat/month
5
dial modes included
100%
calls AI-scored
$0
extra CRM cost