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.
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.
Built-in protection for the unique requirements of Medicare sales
AI listens for prohibited language, unauthorized claims, and compliance violations during every call. Alerts appear instantly so agents can self-correct.
Track which products are authorized for discussion. Get alerts if conversation drifts outside documented SOA scope. Maintain audit-ready records.
System knows AEP, OEP, and SEP rules. Agents get context-aware guidance based on current enrollment periods and beneficiary eligibility.
Every Medicare call recorded and transcribed. Searchable transcripts for compliance audits. Retain records per CMS requirements.
Each call receives a compliance score. Track agent performance over time. Identify training needs before they become violations.
AI-triggered prompts help agents navigate Medicare-specific objections, explain benefits correctly, and stay within compliant messaging.
AgentTech's Medicare compliance AI is trained on CMS guidelines and constantly updated for regulatory changes. Here's what it watches for:
Complete coverage for Medicare sales organizations
MA, MA-PD, SNP plans
Prescription drug plans
Medigap Plans A-N
Dental, vision, hearing
Annual Enrollment Period means high call volumes and heightened CMS scrutiny. AgentTech is built to handle AEP demands without sacrificing compliance:
Join Medicare agencies using AgentTech for compliant, efficient enrollment calls.
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