Medicare Advantage Dialer
CMS Compliant

Sell Medicare Advantage plans with confidence. Built-in CMS compliance monitoring, scope of appointment tracking, and enrollment period automation keep your agency compliant during AEP, OEP, and SEP.

CMS Compliant SOA Tracking $50/seat
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Medicare Sales Require Special Compliance

CMS regulations for Medicare sales are strict and constantly evolving. Agents must obtain scope of appointment forms before discussing specific plans, avoid prohibited marketing practices, and document everything for potential audits.

AgentTech monitors calls in real-time for CMS compliance violations, tracks SOA status, and provides enrollment period awareness to prevent off-cycle solicitation issues.

AEP Ready: AgentTech scales instantly for Annual Enrollment Period with on-demand agents, enhanced call capacity, and 24/7 support.

Medicare Advantage Features

Sell MA plans with confidence.

  • Real-time CMS compliance monitoring
  • Scope of appointment tracking and reminders
  • Enrollment period calendar (AEP/OEP/SEP)
  • Plan comparison tools for agents
  • Audit-ready call recording and documentation

Medicare Focus

CMS
Compliant
SOA
Tracking
$50
Per seat

References & Authoritative Sources

The information on this page is supported by the following official and authoritative sources.

  1. 1
  2. 2
    Medicare.gov Medicare.gov

Frequently Asked Questions

A Medicare Advantage dialer is a specialized calling platform for agents selling Medicare Advantage (Part C) plans. It includes CMS compliance monitoring, enrollment period enforcement, scope of appointment tracking, and AI-powered coaching tailored to Medicare Advantage sales conversations.

AgentTech monitors every call for CMS-prohibited language, tracks scope of appointment requirements, enforces enrollment period rules (AEP, OEP, SEP), records all calls for audit readiness, and generates compliance reports—all required for Medicare Advantage sales.

Yes. AgentTech supports all Medicare enrollment periods—Annual Enrollment Period (AEP), Open Enrollment Period (OEP), and Special Enrollment Periods (SEP). The system automatically enforces the rules specific to each enrollment window.

AgentTech maintains complete call recordings, transcriptions, compliance scores, and audit trails for every interaction. This documentation is readily available for CMS audits, carrier audits, or internal quality reviews, with recordings retained per CMS requirements.

Ready for Compliant Medicare Sales?

Sell Medicare Advantage with confidence. Try AgentTech today.

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