Power dialer, scope of appointment workflow, call recording, DNC scrubbing, T65 birthday nurture, all in one CRM built for Medicare agents. AEP ready out of the box.
Click to call with auto wrap up, notes, and disposition codes. 3x more dials per hour than manual dialing.
Inbound and outbound calls recorded with consent disclosure. CMS compliant retention built in.
Federal and state DNC lists checked at dial time. Internal opt out list honored automatically.
Dial from area code matching the lead zip code. Pick up rate climbs 15 to 30 percent.
Before any sales conversation, SOA sent via SMS or email. Logged against the contact before dialing.
Pre recorded voicemail drops in one click. No more listening to 15 seconds of ring.
Educational email sequence kicks off. Medicare basics, what parts do, when to enroll. Builds trust early.
SMS and email outreach to book a planning call. SOA sent before any plan conversation.
Appointment set, plan comparison delivered, enrollment window opens at month of 65th birthday.
Post enrollment check in, welcome kit confirmation, referral ask. Annual review booked for 11 months out.
| Rule | What It Requires | How ALE Handles It |
|---|---|---|
| Scope of Appointment | Documented 48 hours before sales meeting | SMS and email SOA with e sign, stored on contact |
| Call Recording Disclosure | Consent notice at call start | Automatic disclosure played on outbound dialer |
| 10 Year Retention | Recordings stored 10 years minimum | Automatic long term archive |
| DNC Compliance | Federal, state, internal lists respected | Real time DNC check at dial |
| TCPA Consent | Prior express written consent for auto dial | Opt in captured on forms and logged |
| AEP Rules | No unsolicited contact, permission to contact logged | PTC form workflow built in |
Book a demo before September. We will walk through the dialer, SOA workflow, T65 nurture, and compliance stack ahead of AEP season.