Vantage CRM — Medicare & Health
CMS-Compliant Medicare Sales.
At Scale.
Scope of appointment, plan comparison, enrollment, and AEP automation — all in one compliant workflow so your team closes more beneficiaries every season.
51%
Fewer compliance violations reported
3.1×
More enrollments per AEP season
8 min
Avg. SOA capture time
Built for Medicare
Enrollment season is short. Make every contact count.
Medicare Advantage Enrollment Workflow
Guided AEP/OEP/SEP enrollment flows with scope of appointment capture, CMS compliance checks, and e-signature baked in. No paper SOAs.
Plan Comparison AI
AI summarizes plan differences in plain language for the beneficiary — premium, deductible, formulary, network — so advisors educate faster and build trust.
AEP Campaign Automation
Pre-built enrollment season drip sequences: pre-AEP warm-up, open window reminders, last-chance urgency, and post-enrollment check-ins. Set once, run every year.
CMS Compliance Guardrails
Marketing material review flags, required disclosure delivery, and scope-of-appointment timing enforcement — built directly into the advisor workflow.
Every CMS requirement, enforced automatically.
Vantage embeds Medicare compliance rules directly into your advisor workflow — so your team can focus on helping beneficiaries, not remembering regulatory checklists.
- Scope of appointment capture + timestamp
- 48-hour SOA wait period enforcement
- CMS marketing material flags
- Enrollment period (AEP/OEP/SEP) gating
- Required disclosure delivery tracking
Ready for AEP? Let's talk.
See how Vantage handles your entire enrollment season — from first touch to bound plan.
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