ACA Enrollment IntelligenceComplete Care Marketing · one screen, start to finish
Agent Call Portal
Guided enrollment script with the Compliance Lock enforced live — required steps must be confirmed before the call can move forward.
Phone
Checking phone setup…
It can’t call 911 — in an emergency use a landline or mobile phone.
Not available
Incoming call
On call0:00Listening…
Parked calls
Watching callReady for next call
Compliance gates
Live transcript
Script
What they want
Captured
Missed-call messages
When you can’t pick up, an AI assistant takes a detailed message. It never discusses plans or prices — the topics are the caller’s request, for you to confirm and document on the call back.
Call script progress0 / 17 sections complete
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
Compare these with them, row by row — the new plan gives more hereSame as today — fine to confirmNot where this plan shines — keep the conversation on the green rows
Annual money stack summary
All values converted to annual — monthly ×12, quarterly ×4. Net = new plan value minus current.
Current
$0/yr
New plan
$0/yr
Net annual
+$0/yr
Quick calculator=$0.00
You must verify Medicaid level in the carrier portal of the plan you're pitching (if D-SNP).
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.
Every call, live and recent. Watch follows the transcript and compliance gates as they
happen, Listen plays both sides live, and finished calls play back from their recording.
Calls
Testing modeFire a test call. Whichever side isn’t AI is you, on your mic (headphones help).
24/7 service line: the AI assistant takes a call from Harold, an AI client (fake data).
Retention agent: the AI retention agent calls an AI client (fake data) with the active retention script.
Missed-call intake: an AI caller reaches the AI message-taker (fake data). Nothing is dialed.
Test call qualityeach loop, newest first — what to fix next
Call
Customer
Score
Length
Dead air
Longest gap
Loops
Made-up numbers
Reply (90%)
Talk-over
Gates failed
Opens the next call that goes live, from its first second (catch-up plays at real speed, with
“Jump to live”). Stays on for the call after until you turn it off, even across a reload — after a reload,
click the page once so the browser allows sound.
Started
Agent
Status
Length
Gates
Disposition
No calls yet.
Sales coaching
Manager Review
Every enrollment across every agent, in one place — status, compliance flags, and a timestamped audit trail with zero manual pull.
All enrollments
Code
Beneficiary
Agent
Plan
Status
Compliance
Created
No enrollments yet — create one from the Agent Call Portal.
Retention
Every enrolled client, in one place: the automated welcome texts, emails and AI calls, care milestones, reminders, and a logged history. Nobody falls through after enrollment.
Signed beneficiaries
No signed beneficiaries yet — sign one from the Beneficiary Portal first.
Follow-up queue — not yet enrolled
Every call that didn't close gets a defined next action — nobody just goes cold.
No open leads right now — everything in progress has either signed or been closed out.
Filled into the plan section and the
Savings comparison (New column). Values are CMS data for the caller's county.
CMS eligibility check
MOCK DATA — not a real CMS response
Disposition this call
Required before your next call — if the call dropped, you can call back first.
COMPLIANCE LOCK
Read this now — it unlocks automatically when heard
Listening to the call…
D
Coach
VCAP Live
Compliance Lock™ — live call simulation
Two different ways this catches a shortcut — missing one required line, or skipping a whole section — plus what it looks like when an agent just does it right.
VOICES (pick the best-sounding ones on this computer):
Agent: J. Ramirez · UnitedHealthcare MAPD REC
○ Recorded line delivered
○ Contact info verified
○ Consumer consent read
○ Scope of Appointment confirmed
○ MARx permission obtained
○ Needs analysis complete
ENROLLMENT LOCKED
Agent moved toward system access before completing needs analysis.
Required — ask and obtain a clear yes/no“Do I have permission to look you up in the Medicare system?”
Need a manager
Pick the priority — this goes straight to the manager Slack channel.