Live Call Workspace
Find and claim incoming callers, continue active conversations, launch Medicare Navigator, and keep follow-ups organized in one place.
Agent WorkspaceFind · Claim · WorkCampaign accounting and reconciliation are managed outside the agent workspace.
Action Required · Enrollment Outcome
Finish the disposition on enrollment attempts.
An electronic Medicare application was opened for the lead(s) below, but no final outcome has been recorded. Confirm Closed Won, Closed Lost, or continue the lead as Follow-Up/Working.
0
0Due Today
0Upcoming Appointments
0Needs Update
0All Active
0Closed Won
0Closed Lost
Incoming Call · Find Beneficiary
When a live call reaches you, search the shared unassigned pool by beneficiary name or at least 4 phone digits. Claim the correct record before beginning work.
Unassigned records do not appear in your registry until you claim them.
Name
Phone
State
Status
Appointment / Follow-Up
Outcome
Action
Page 1 of 1
Scheduled Opportunities
Interested prospects available for agents to claim. Review the prospect, location, phone number, and appointment preference at a glance. Open View for full appointment details and notes before claiming.
Open0
Available0
Claimed0
Closed Won0
Name
Address
Phone
Appointment Type
Status
Details
Action
Loading scheduled opportunities…
Automatically refreshes every 15 seconds.