For agencies · 10–100 seatsCoaching infrastructure for Medicare call floors
Real-time tone coaching, EchoMatch benchmarking against your own top quartile, and compliance coverage that holds up in a CMS audit — without ever exposing transcripts or call notes to managers.
ROI / seat math
Model your floor. Drag seats, call volume and chargeback assumptions — the calculator shows monthly platform cost against chargebacks avoided and incremental enrollment revenue. Every figure is illustrative and depends on adoption; it is not a guarantee of savings.
ROI / seat-math calculator
IllustrativeDrag the inputs to model your floor. Figures are illustrative and depend on adoption — not a guarantee of savings.
Monthly cost
$3,725
Monthly value
$206,325
$4,725 chargebacks · 504 enrollments
Net ROI
+5439%
Payback
1 wks
6,300 calls/month modeled · cost = Standard · value = chargebacks avoided + incremental enrollment revenue. Illustrative only.
Compliance proof for CMS audits
Every call is scored against the mandatory disclosure checklist. Managers export a per-agent compliance audit — average coverage, jargon count, longest monologue and calls with missing disclosures — as a CSV packet that fits straight into an audit binder. Managers see aggregates only; the underlying transcripts and notes stay private to each agent.
Disclosure coverage
Tracks every required disclosure per call and flags the misses.
Jargon & monologue
Counts insurance jargon and flags talks-over moments that lose clients.
Audit-ready export
One-click CSV per agent for CMS audit packets.
Privacy-preserving
Managers see compliance averages, never the call audio or transcript.
Benchmark coaching with EchoMatch™
Coaching moves from opinion to a measured gap. EchoMatch scores every agent against your own top quartile — metric by metric — and names the single behaviour to coach first. Managers get the variance table; agents get their strengths and their focus area.
Top quartile vs. developing agent
IllustrativeFocus area: Client Understanding™ — coach plain language and comprehension checks first.
Privacy guarantees
On-device audio DSP
In live mode, audio is processed locally in the browser — it never leaves the agent's machine.
No transcripts by default
Transcription is opt-in per call for Live QA and stored only as the agent's own scorecard.
Self-service export & delete
Every agent can export or permanently delete their own data, GDPR/CCPA-style.
Role-guarded aggregates
Managers see team averages only — transcripts, audio and call notes never cross the manager view.
Book a demo
Tell us about your floor and an account manager will reach out within one business day to scope a pilot. No payment up front — we size the pilot to your AEP volume.