Agent Call Portal
Guided enrollment script with the Compliance Lock enforced live — required steps must be confirmed before the call can move forward.
Call disposition
If this call isn't ending in a sale, set the disposition here — it drives the follow-up queue automatically. If it IS a sale, skip this and use Generate Enrollment Link below instead.
Plan selection
💰 Savings comparison — count the money
| Benefit / cost | Now | New | Frequency |
|---|
💰 Annual money stack summary
All values converted to annual — monthly ×12, quarterly ×4. Net = new plan value minus current.
💬 Beneficiary message — what gets sent
Compiles the Summary of Benefits, your contact info, and the doctor on file into the message the client receives. Saved here either way — for retention, you can always show exactly what they were sent.
🔗 Generate enrollment link & send
17 sections still incomplete. Complete all sections above for full compliance before sending.
Each opens the real system in a new tab so you can log in with your own credentials and pick up where you left off — beneficiary data doesn't cross over automatically, browsers block that between origins. Use Copy summary to paste it in once you're there.
Manager Review
Every enrollment across every agent, in one place — status, compliance flags, and a timestamped audit trail with zero manual pull.
| Code | Beneficiary | Plan | Status | Compliance | Created |
|---|
Live Roleplay
Real AI, live — not a script. Pick who the AI plays, then talk (or type) and it responds in character.
Retention
Every signed beneficiary, in one place — last contacted, next follow-up due, and a logged history. Nobody falls through after enrollment.
Signed beneficiaries
Follow-up queue — not yet enrolled
Every call that didn't close gets a defined next action — nobody just goes cold.