Intalk Blog
How US agencies, IMOs and FMOs can get new agents ready before the customer conversation: practice design, rule checks, manager review and pilot measurement. Every article cites its sources and shows when it was last checked.
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AI in insurance sales
A four-week pilot plan for AI role-play training at an insurance agency: one workflow, a measured baseline, unseen test scenarios and a bar agreed in advance.
Medicare sales compliance
CMS moved the TPMO disclaimer to before any discussion of benefits and dropped the SHIP referral. The current text, what stayed the same, and a QA check.
Take a simulated Medicare call. The rule check stops lines that imply Medicare endorses a plan and flags a missing TPMO disclaimer before the customer hears them, then you make the manager’s call. About a minute, no sign-up, and nothing you type leaves your browser.
