Every insurance and medicare call, scored
Heavily scripted calls where a missed disclaimer is an auto-fail. Sillana listens to every recording and checks it against your scorecard, so the risky calls surface the same day.
Used by final expense, aca, medicare advantage agencies. 7 day free trial, no card needed.
Why sampling misses the calls that matter
Final expense, ACA and Medicare Advantage calls carry required disclaimers where a single miss can be an auto-fail with the carrier or the client. Reviewing every call by hand is too slow for the volume most agencies run.
What Sillana checks on every call
- CMS TPMO disclaimer read word for word in the first minute
- Permission to transfer to a licensed agent
- No pressure or misleading plan claims
- Recorded consent captured
Rules your scorecard can cover
CMS marketing rules for Medicare Advantage and Part D: the TPMO disclaimer, scope of appointment and no misleading benefit claims. TCPA consent for outbound calls.
Sillana checks each call for the wording and steps you put in your scorecard. It supports your compliance team and is not legal advice.
Health information: We do not sign BAAs yet. Do not send protected health information until a BAA is in place. See Security and data.
Calls it flags for review
- Required disclaimer not read or read partially
- Transfer to a licensed agent without permission
- Pressure or misleading statements about plan benefits
- Recorded consent missing
Each flag links to the exact quote in the transcript, so a manager can confirm it in seconds and coach the same day.
Questions about QA for insurance and medicare
Can Sillana check the CMS TPMO disclaimer word for word?
You add the exact TPMO disclaimer, or any other required Medicare wording, to the scorecard and Sillana checks each call for it, marking a pass, a partial or a miss with the quote it found.
Does it work for transfer calls?
Yes. It checks that permission to transfer was asked and that the handoff followed your script before the licensed agent took over.
Who sees the recordings?
Only people in your workspace. Recordings and transcripts are removed after 90 days while scores and reports stay.
Do you sign a BAA?
Not yet. We do not sign BAAs yet. Do not send protected health information until a BAA is in place.
See also: Sillana compared with manual QA, free QA scorecard template, QA cost calculator.