Medicare Dialer
Built for CMS Compliance
Selling Medicare requires constant compliance vigilance. AgentTech's Medicare dialer monitors every call in real-time for CMS violations, tracks scope of appointment requirements, and helps your agents stay compliant while maximizing enrollments.
The Medicare Compliance Challenge
Medicare marketing is among the most regulated areas in insurance. CMS rules govern everything from what you can say on a call to how you document scope of appointment. One slip can mean fines, suspension, or losing your ability to sell Medicare products entirely.
Generic dialers don't understand Medicare. They can't tell if an agent is discussing products outside the documented SOA. They don't know AEP from OEP timing rules. They can't flag prohibited language in real-time.
CMS Reality: Civil monetary penalties for Medicare marketing violations can reach $119,483 per occurrence (2024 rates). A single bad call can cost more than years of software savings. AgentTech monitors every call to protect your agency.
Medicare-Specific Compliance Features
Built-in protection for the unique requirements of Medicare sales
Real-Time CMS Monitoring
AI listens for prohibited language, unauthorized claims, and compliance violations during every call. Alerts appear instantly so agents can self-correct.
Scope of Appointment Tracking
Track which products are authorized for discussion. Get alerts if conversation drifts outside documented SOA scope. Maintain audit-ready records.
Enrollment Period Awareness
System knows AEP, OEP, and SEP rules. Agents get context-aware guidance based on current enrollment periods and beneficiary eligibility.
Call Recording & Transcription
Every Medicare call recorded and transcribed. Searchable transcripts for compliance audits. Retain records per CMS requirements.
Compliance Scoring
Each call receives a compliance score. Track agent performance over time. Identify training needs before they become violations.
Medicare Coaching Cards
AI-triggered prompts help agents navigate Medicare-specific objections, explain benefits correctly, and stay within compliant messaging.
What Our AI Monitors in Real-Time
AgentTech's Medicare compliance AI is trained on CMS guidelines and constantly updated for regulatory changes. Here's what it watches for:
- Prohibited language – claims of "best" or "guaranteed" coverage
- Scope violations – discussing products outside documented SOA
- Pressure tactics – urgency language or scare tactics
- Misleading comparisons – inaccurate competitor statements
- Gift/incentive mentions – prohibited inducements
- Required disclosures – missing disclaimers or agent identification
Medicare Products We Support
Complete coverage for Medicare sales organizations
Medicare Advantage
MA, MA-PD, SNP plans
Part D
Prescription drug plans
Medicare Supplement
Medigap Plans A-N
Ancillary Products
Dental, vision, hearing
Built for AEP Volume
Annual Enrollment Period means high call volumes and heightened CMS scrutiny. AgentTech is built to handle AEP demands without sacrificing compliance:
- Scale instantly—add agents in minutes, not days
- 99.99% uptime during critical enrollment windows
- Real-time compliance monitoring at any volume
- Supervisor dashboards for live team oversight
- Post-AEP analytics and compliance reporting
AEP Readiness Checklist
References & Authoritative Sources
The information on this page is supported by the following official and authoritative sources.
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Medicare.gov Medicare.gov
Frequently Asked Questions
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