For Life & Health Insurance Agencies

Get your reps enrolling better, faster. With Attention.

Attention plugs into your dialer and catches the problems you can't see — churned leads, missed disclosures, reps who aren't ready. Even at 30,000 calls a day.

  • HIPAA Compliant
  • SOC 2 Certified
  • Works With Any Dialer
  • BAA in Place
100%
Calls coached
50%
Faster ramp
30:1
Agent-to-manager
30K+
Calls per day

Trusted by L&H agencies running millions of calls

  • Legacy Family Life
  • Highland Health Care
  • Senior Summit
  • SalesTank
  • Point-C

Before / after

What changes the day Attention goes live.

Dimension
Today
With Attention
Coaching
TodayManual coaching by overworked managers. Drops to zero during AEP and OEP.
With AttentionAI coaching runs 365 days a year. Every agent scored on every call — even at peak enrollment.
Lead Protection
TodayAgents chew up leads they don't like — short calls, no discovery, instant disposition. You never see it.
With Attention100% visibility into how every lead is handled. Behavior changes overnight when agents know you can see it.
Ramp Time
TodayNew agents take 12–18 months to hit quota. Failure rates north of 70%.
With AttentionSuper Agent answers questions mid-call. Reps ramp in weeks, not months.
CMS Compliance
TodayQA team manually samples 2–5% of calls. Missing disclosures and SOA gaps are caught months later — or never.
With AttentionEvery Medicare call scored against CMS scorecards. Disclosures, SOA, and consent tracked in real time.
Context & Continuity
TodayWhen agents leave, the relationship and the call history walk out with them.
With AttentionEvery transcript and summary stays in your CRM and dialer. Any rep can pick up any client without missing a beat.

What L&H operators say

Real agencies. Real enrollment seasons. Real numbers.

I'm getting 20 things done in a day that would take me a freaking week.
JE

Jagger Esch

Founder & CEO, Elite Insurance Partners

We do releases every six months with new script enhancements — that's based upon what our team's ultimately doing. I never thought about that before Attention.
JE

Jagger Esch

Founder & CEO, Elite Insurance Partners

Through AI, being able to get rid of the responsibility almost entirely of the sales manager to role-play or coach the agent — and instead have AI coach the agent.
MM

Micah Metcalf

CEO, Legacy Family Life

That has taken our sales disposition from an average of 45 minutes to one or two minutes — which is huge.
LF

Operations Lead

Legacy Family Life

The L&H reality

Five problems every L&H agency feels — quietly bleeding margin.

Each one shows up the same way: a number that's slightly off, a disclosure that wasn't said, a lead that died before discovery. Compounded across 30,000 calls a day, they're the difference between a great enrollment season and a CMS audit.

  • The reality

    When AEP hits, managers go from coaching 10 agents to 25–30. Manual coaching drops to zero. New hires brought on for enrollment get almost none. Producer failure rates run 70–80% — and an 18-month ramp is real opportunity cost.

    With Attention

    Attention coaches every agent on every call, year-round. Managers see dashboards, not transcripts. Legacy Family Life's stated goal: eliminate manual coaching entirely.

How it works

Live in under a week. Built for the way L&H agencies actually run.

  1. Step 1

    Plug into your dialer

    Vonage, Aircall, ONYX, Regal, Zoom, Teams — Attention works with whatever you're running today. No phone-system replacement, no migration. Up and running in under a week.

  2. Step 2

    Every call coached, scored, and documented

    Attention listens to every call, scores compliance and quality, surfaces real-time coaching with Super Agent, and writes the disposition automatically — 45 minutes of paperwork down to one or two.

  3. Step 3

    Context stays with the agency

    Transcripts, summaries, and call data flow into Salesforce, HubSpot, your custom CRM, and your dialer. Stored to CMS retention requirements. PII access is role-based — your data, your controls.

Works with the tools your agency already runs on

  • Vonage
  • Aircall
  • ONYX
  • Regal.io
  • Salesforce
  • HubSpot
  • Slack
  • Custom CRMs
  • + any dialer

Built for AEP volume. And the other 311 days too.

Coach every agent. Protect every lead. From any dialer.

See exactly how Attention deploys into a Medicare or health insurance agency — with your dialer, your CRM, and your compliance scorecards.

FAQ

Compliance & deployment questions, answered.

What L&H operators ask before going live with Attention.

Are you HIPAA compliant?

Yes. Attention is HIPAA compliant and signs a Business Associate Agreement (BAA) before any agent picks up a call. We're SOC 2 Type II certified, encrypt data at rest and in transit, and never use call data for model training. Our Medicare-focused customers (Elite Insurance Partners) operate on the BAA today.

Which dialers and CRMs do you work with?

Attention works with any dialer — Vonage, Aircall, ONYX, Regal.io, Zoom, Microsoft Teams, Google Meet, and most modern VoIP and contact center platforms. CRM integrations include Salesforce, HubSpot, and custom-built systems used by L&H agencies. Zinnia Smart Office support is on the integration roadmap — join the waitlist below.

How does Attention help with E&O exposure?

The average E&O claim runs $40,000+ and raises premiums 25–50% for three to five years. The #1 defense is documented proof the agent discussed coverage and gave appropriate advice. Attention generates a timestamped summary of every call — what was discussed, what was advised, what the client decided — stored in line with state retention requirements.

Can you handle our AEP volume?

Yes. Elite Insurance Partners runs 30,000+ calls per day on Attention during enrollment. Our infrastructure scales for the AEP / OEP volume spike — every call coached, scored, and documented without missing a beat.

How long does setup take?

Most agencies are live in 5–10 business days. Standard rollout: dialer connection in days, CRM mapping mid-week, compliance scorecards configured by end of week one. No agent workflow changes required — Attention works in the background.

What about CMS 10-year call recording retention?

CMS requires Medicare sales call recordings and Scope of Appointment forms to be retained for 10 years. Attention stores call recordings, transcripts, and SOA documentation for the required retention window — encrypted, access-controlled, and exportable on demand for audits.

Stop guessing. Start coaching.

See an L&H-specific deployment plan with your dialer, CRM, call volume, and compliance scorecards.

HIPAA Compliant · SOC 2 Certified · BAA in Place · Works With Any Dialer