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.
0Due Today
0Upcoming Appointments
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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
Source
Outcome
Action
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