Automate the Busywork. Keep the Compliance.
Enrollment season runs on repetition — SOAs, recorded calls, verification requests, follow-ups — and every one of those steps is a place where compliance can slip when things get busy. This session steps back to cover the best practices that make the difference: where to lean on automation, how integrations keep data clean across systems, and what compliance checkpoints matter most for Medicare and ACA business.
During this session, you'll see:
- Automated workflows to build that will keep your agency running smoothly at peak volume
- How integrations reduce manual data entry and re-entry errors during peak volume
- The compliance checkpoints that matter most for Medicare (SOAs, recorded calls) and ACA (applications, verifications)
Whether you're a current AgencyBloc client looking to tighten up your workflows before the rush, or an agency evaluating a new AMS ahead of enrollment season, this session gives you a clear, practical look at what you can do to prepare for a busy enrollment season.
Presenters:
Savannah Clemons
Director of Client Experience
AgencyBloc
Eric Conrad
Sales Engineer
AgencyBloc