Does Hear come with CMS checks already written?

No. Your compliance team writes the checks in plain English from your own scripts and carrier requirements. That matters here: your TPMO disclaimer details are specific to your agency, and CMS and carriers change requirements every cycle. When they do, you edit the sentence yourself.

What happens when a flag is wrong?

Every flag carries the quote, timestamp and audio, so a reviewer can check it against the recording and reject it. If a check keeps flagging the wrong thing, your team rewrites it in plain English and the calls that follow use the new wording.

Does this replace our QA team during AEP?

No. It replaces the sample. Your reviewers stop choosing calls at random and start from the ones that were flagged, assign follow-up tasks and coach from real moments. AI agents on your lines are reviewed with the same checks as people.

What does a pilot look like?

After the demo, we run a fixed-scope pilot on a sample of your past calls. Your team writes the checks for the disclaimers your scripts require, Hear runs them, and you review every missed disclaimer with its quote, timestamp and audio.

How accurate is the AI scoring?

Every score comes with the evidence behind it — the exact quote, its timestamp and the audio — so your QA team can verify it. Reviewers can mark an answer helpful or not, exclude a timestamp, or reject a flag outright, and that feedback is stored against the conversation. You bring your own scorecard; Hear applies it to every conversation you ingest.

How does the conversation reach Hear?

Conversations are ingested from your recording storage — via SFTP, our upload API, or a scheduled sync — then transcribed, scored and routed automatically. Flags land as soon as the conversation is processed, not on a QA analyst's next sampling round.

How is our data handled?

Hear is ISO 27001, ISO 27799 and SOC 2 Type II certified, and is designed to align with GDPR. Sensitive data is redacted, access is audited, and your conversations are never used to train models for anyone else. A full security review package is delivered on day zero.

Does it work with our existing stack?

Hear sits alongside your stack rather than replacing it. Every flag and score can be delivered by email, into Slack, as an assigned task, or over an outbound webhook — and there's a REST API your CRM or ticketing system can call, so the output lands where your team already works.

What happens in the demo?

Thirty minutes: we walk through real conversations in Hear, show the QA, compliance and coaching output with the evidence behind each one, and answer the questions your leadership has been asking. If you want it run on your own audio, we'll set that up separately under an NDA.

One simple license — no per-module pricing, no surprise add-ons. We'll give you a concrete number in the demo once we understand your volume.

Book a demo

AI for Medicare sales contact centers

Every required CMS disclaimer, checked on every call, even in AEP.

Write the disclaimers your scripts require as plain-English checks. Hear runs them on every call, not a 2% sample, with the audio behind each flag.

Every AEP call, not a sample. Check 100% of sales calls through the surge, from your veteran agents to the seasonal hires licensed this fall, without a matching surge in QA reviewers.
Checks that move when the rules do. When CMS or a carrier changes a requirement, your compliance team rewrites the check in plain English, including your agency's own disclaimer details.
An answer for the carrier's question. Every flag carries the quote, timestamp and audio, ready when a carrier, a complaint or an audit asks what happened on one call.

Proof, not promises

From sampling a fraction
to hearing 100%

Crocus & Primrose replaced manual call sampling with Hear — full coverage, faster QA, and coaching built on every conversation instead of a lucky few.

Conversation coverage

QA time reduction

Coaching efficiency

Sound familiar?

The calls you worry about from October to February

“We staffed up for AEP. QA did not. Most of these calls will never be heard by anyone.”
Agents licensed weeks ago rush the TPMO disclaimer or slip it in after they start comparing plans, and a sample catches a few of them. Hear checks every call against the disclaimers your scripts require, so a rushed read shows up this week, not in a complaint next quarter.
“A carrier sent a complaint about an October call and asked if the disclaimer was read. I had our script, not an answer.”
Complaints and carrier reviews arrive after the season, about calls made weeks or months earlier, and someone has to find the recording and listen. When every call is already checked, you open the result and hear the exact moment, with the quote and timestamp beside it.
“CMS changed when the disclaimer has to be read. Our QA form still scores calls against last year's rule.”
Marketing guidance shifts every cycle, carriers add their own requirements, and your disclaimer details change with your contracts. In Hear your compliance team rewrites the check itself, in its own words, and the calls that follow are checked against the new standard.
“One agent's calls can put a carrier appointment on the line. I usually hear about it from the carrier.”
Your contracts ride on how every agent sounds, including the ones you met in September. Checks your team writes flag missed disclaimers, plans discussed outside the Scope of Appointment and misleading claims by agent, so you can coach or pull an agent before a pattern reaches a carrier.

Signals

Checks a Medicare compliance team writes

Each check is a plain-English sentence your team writes from its own scripts and carrier requirements. These are examples, not a library that ships with Hear.

Compliance: Your conduct and disclosure rules
Agent evaluation: Your scorecard, every agent
Customer satisfaction: How the customer left
Regular: Anything else you want extracted

Signals

Medicare & health insurance sales · example project

Every conversation

TPMO disclaimer read before benefits were discussed
ComplianceMedicare Advantage and Part D sales
Flag
Agent
“This plan has a zero dollar premium and it includes dental. Oh, and we don't offer every plan in your area.”
01:14
Scope of Appointment confirmed on the call
ComplianceInbound enrollment line
Pass
Agent
“You agreed to talk about Medicare Advantage and drug plans today. Is that still what you'd like to cover?”
04:37
No products discussed outside the agreed scope
ComplianceOutbound appointment calls
Flag
Agent
“While I have you, let me tell you about a hospital indemnity plan that pairs really well with this one.”
07:00
No statement that Medicare endorses a plan
ComplianceSeasonal AEP agents
Flag
Agent
“Medicare recommends this plan for people on your prescriptions, so you're in good hands.”
00:23
Effect on current coverage explained before enrollment
Agent evaluationEnrollment and verification
Pass
Agent
“When this plan starts, your current Medicare Advantage plan ends. You won't have both at the same time.”
03:46
Caller says a change was not explained
Customer satisfactionPost-enrollment and retention calls
Flag
Customer
“Nobody told me my old plan would end. Now my cardiologist says he isn't in my network.”
06:09

Illustrative examples. Your team defines the checks in plain English.

How it works

Live on your own conversations without an IT project

1
Connect what you already record
Recordings and transcripts arrive by SFTP, REST API, webhook or a shared folder. No change to your telephony or your recording setup.
2
Bring your rules
Your scorecard and your checks, written in plain English. Each department, desk or entity can run its own set.
3
Every conversation reviewed
Hear transcribes, redacts personal data and scores every conversation you send against your rules, not a sample.
4
Act on what matters
Flags arrive with the quote, timestamp and audio, by email, Slack or webhook, and become assigned tasks with an owner.

Security and governance

Controls your security review will ask about

Medicare sales calls carry personal details about the people you serve. Access stays tight, and each line of business stays separate.

ISO 27799, ISO 27001, SOC 2 Type II and GDPR compliance badges

Review our Trust Center

Personal data redacted
Names, emails, phone numbers, addresses, IDs, and card and account numbers are redacted from transcripts.
Access you control
SSO/SAML, SCIM, role-based permissions, audit logs, private tenants and audio encrypted at rest.
A project per line of business
Medicare Advantage, supplement and individual health lines can each sit in their own project with their own checks, permissions and retention.
No change to telephony
Ingest by SFTP, REST API, webhook or shared folder, with webhook sources including Genesys, Cisco and 3CX.

Frequently Asked Questions

Find quick answers to the questions buyers ask us most

Still have questions?

Ask them on the call — we’ll answer with the product open.

Book a demo

See what this season's calls already show

Book a demo. Then run a fixed-scope pilot on a sample of your past calls, so you see the missed disclaimers before the post-AEP reviews and well ahead of AEP 2027.

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Proof, not promises