Solutions / Insurance

AEP, SEP, and
year-round enrollment.

Medicare Advantage, ACA, and supplemental insurance enrollment at scale. AI qualifies eligibility, handles objections, and transfers to licensed agents — compliantly.

Insurance Compliance Stack

TCPA calling hoursEnforced by timezone
DNC scrubReal-time
Licensed agent transferWarm, with context
Call recording100% of calls
CMS complianceAEP-ready

Built for the AEP sprint and year-round enrollment.

AEP Campaign Playbooks

Pre-configured playbooks for the Annual Enrollment Period — Medicare Advantage qualification, plan comparison, and licensed agent transfer.

CMS-Compliant Outreach

Calling hour enforcement, consent verification, and opt-out management built in. Full audit trail for CMS documentation requirements.

Licensed Agent Transfers

AI qualifies eligibility and product fit, then transfers to your licensed agents with a full context summary — no repeated questions.

What's included.

AEP Medicare Advantage playbook
ACA enrollment qualification
Supplemental insurance outreach
TCPA calling hour enforcement
DNC scrub (federal + state)
Licensed agent warm transfer
Full call recording for CMS audit
Post-call disposition analysis
SMS follow-up sequences
Calendly appointment booking