PREPARED FOR ·
Your calls and texts become a daily team report and a customer-sentiment trend. Plan comparisons get summarized. Enrollment season gets a dashboard. It runs in your own servers or your own AWS account.
The work is rarely the problem. The hunting, retyping, and chasing around it is.
If your agency is subject to CMS call-recording rules, marketing and sales calls must be recorded and kept for at least six years: audio for the first three, then audio or a transcript. The rule sits in the third-party marketing organization (TPMO) provisions. Check whether it applies to you.
Spot checks sample a few calls. A missed disclosure or an unhappy customer in the other calls stays hidden.
Call volume jumps, temporary staff join, and follow-ups slip. By the time you see the backlog, customers have called someone else.
Carrier PDFs, formularies, and provider networks live in different places. Each comparison is an hour of reading.
Complaints and praise sit in call audio and text threads. Trends are invisible until someone cancels.
A day in the life. Pick a use case and watch the question or report come together, with citations back to the source.
Every call is transcribed and every text thread read. At the end of the day, the team lead gets one page: calls handled, follow-ups due, and items for review.
Flags are prompts for a person to review. Nothing is scored against an agent automatically.
| Agent | Calls | Follow-ups due | Flags |
|---|---|---|---|
| Dana R. | 18 | 4 | 1 |
| Luis M. | 22 | 6 | 0 |
| Priya S. | 21 | 4 | 2 |
Tone is read across transcribed calls and text threads, then charted by week. You see dips early and can trace them to the calls behind them.
Sample chart. The scale shows direction, not measured percentages.
Give it the customer's medications and doctors from intake. It reads the carrier documents and lays the plans side by side.
Sample figures, not real plans. The agent reviews the summary and makes the recommendation.
| Item | Plan A | Plan B |
|---|---|---|
| Monthly premium [1] | $18 | $0 |
| Primary care visit [1] | $0 | $10 |
| Both medications covered [2] | Yes | One needs prior authorization |
| Dr. Patel in network [3] | Yes | Confirm by phone |
One screen for the busy weeks: how many calls came in, how many applications are moving, and which ones are stuck.
Sample numbers for illustration. Your dashboard reads your own systems.
Not just documents. Scans and photos are read with OCR. Phone calls are transcribed. Texts are included when you choose.
Most firms don't know AI can do this. Customer lists grow messy during every enrollment season. The assistant merges duplicates, fixes formats, and fills gaps from call logs and text threads.
| Customer | Phone | |
|---|---|---|
| Eleanor Rivera | 704 555 0123 | [email protected] |
| Rivera, Eleanor M | (704)555-0123 | (blank) |
| Harold Tran | 980-555-01 | [email protected] |
| h tran | 9805550148 | [email protected] |
| Gloria Mendez | N/A | gmendez@ |
| Sam Okafor | 7045550166 | [email protected] |
Messy rows: mixed formats, typos, duplicates, and blanks. Select After, or Replay, to watch it clean up.
It is a help to your whole team, not a replacement. Everyone on your team gets an assistant that knows the context of your work. People still make the calls.
Answers follow the access your CRM and file shares already enforce.
A team lead can give a temporary agent access to a customer list for the season. It ends when you say.
Agents see their own customers. Team leads see every call. Reviewers see flags and recordings, read-only.
A record of who listened to or searched which calls, to support your QA and access reviews.
Nothing is hidden for this role.
| Time | Who | What |
|---|---|---|
| 16:05 | D. Reyes, team lead | Asked: calls with open follow-ups. 14 sources. |
| 16:41 | Compliance | Opened flagged transcript, 14:14 call |
| 17:30 | Admin | Added season-temp role, read-only |
Every question and every opened document is recorded. You can review it or export it.
You choose. Either way, it runs inside an environment you own. Pick one to see the diagram.
Healthcare engagements require a signed BAA. No work touches protected health information until it is in place. On AWS, you sign your own BAA with AWS.
Systems are designed to support your recording, retention, and privacy duties. Your counsel and compliance staff decide which rules apply to your agency and what they require.
From first call to a system your team uses every day. Four steps, and you can stop after any of them.
Free 30 minutes on your call platform, texts, CRM, and carrier portals.
We review those systems and the call and text data. You get a written plan with phases, priorities, and a timeline.
We build what the plan lays out, starting with the daily team report on real calls, one phase at a time.
Optional ongoing support for new connectors, updates, and help through each enrollment season.
You pay your own cloud and model costs directly. We never mark them up or hold your infrastructure.
Book a 20-minute walkthrough. I'll show these pieces on your kind of data, and we'll talk about where the time goes.
I'm a solo consultant with hands-on experience leading enterprise AI search and assistant rollouts. You work with me directly.