The call flow intelligence your agents need to close with confidence.
RepReady gives Medicare sales teams interactive compliance tools, CMS-aligned guardrails, and real-time guidance — built by people who’ve run the floor. Everything is built to your team’s specific needs.
4
Core Tools
CMS
Compliant
100%
Customizable
FMO
Ready
RepReady — Agent Call Flow Tool
✓
Greeting
✓
HIPAA
●
Scope of Appt.
4
Eligibility
5
Needs
6
Plan Pres.
Flexible
Verbatim
Customizable
Notes
SOA ✓HIPAA ✓
▶
Watch Platform Walkthrough
See the tool in action — 2 min
Launch a Tool — Click to Interact
🔒
Compliance
HIPAA Verification
Step-by-step identifier collection with threshold logic. Mark Verified only activates when the standard is met.
AUTO-FAIL Logic3 Primary / 2+1Live Tracker
📋
Enrollment
Pre-Enrollment Checklist
All CMS-required PECL items, verbatim scripts, collapsible scenarios, and a completion gate before enrollment.
8 Required ItemsVerbatim ScriptsSituational Logic
💊
Prescription
Rx Variable Guide
Searchable drug reference with variant identification. Click a drug, select the form, get guided questions to identify exactly what the member takes.
29 Drugs12 CategoriesVariant ID
🎓
Reference
Medicare Education
On-call reference. SEP types, D-SNP/FIDE/HIDE, LIS levels, enrollment windows, and compliance landmines — all collapsible.
SEP ReferenceD-SNP GuideLIS 2026
RepReady — Platform Walkthrough
See the actual tool agents use on every call
RepReady — Agent Call Flow Tool
✓
Greeting
✓
HIPAA
●
Scope of Appt.
4
Eligibility
5
Needs
6
Plan Pres.
Flexible Wording
Verbatim
✎ Customizable
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The RepReady Call Flow Tool
A three-panel layout agents use live on every call. Left nav to jump between steps, center script with CMS-compliant language, right panel for notes and timers.
Everything you see is customizable to your team
RepReady — Agent Call Flow Tool
✓
Greeting
✓
HIPAA
✓
Scope
●
Eligibility
5
Needs
6
Plan Pres.
Flexible
Verbatim
★ Tip
02 / 06
Agents Jump Around Freely
Click any step in the left nav to jump directly to it — done steps show a checkmark, the active step is highlighted. Progress bar tracks where you are in the call.
No more getting lost in a long scroll
RepReady — HIPAA Verification
IDENTIFIER PROGRESS
✓ Threshold met — 2 Primary + 1 Secondary
PRIMARY
Name · MBI · DOB
SECONDARY
Phone · Address
✓ Full Name confirmed
✓ MBI confirmed
✓ Phone confirmed
Mark HIPAA Verified ✓
03 / 06
HIPAA Verification Tool
Agents confirm identifiers one at a time. The tool tracks Primary vs. Secondary and won’t activate “Mark Verified” until the threshold is met — Full Name is AUTO-FAIL if skipped.
Compliance enforced, not just suggested
RepReady — Plan Presentation
✓
Greeting
✓
HIPAA
✓
Scope
✓
Eligibility
✓
Needs
●
Plan Pres.
Flexible
✎ Your Plan Name Here
Plan names, benefits & amounts customized to your portfolio
★ Agent Tip
04 / 06
Plan Presentation — Your Content
Plan names, benefit amounts, and selling points are loaded from your specific portfolio. Agents never reference hardcoded numbers — everything updates with each plan year.
Built to your plans, updated every year
RepReady — Pre-Enrollment Checklist
Verbatim✓ Confirmed
Verbatim✓ Confirmed
Verbatim
Complete Checklist ✓
05 / 06
Pre-Enrollment Checklist (PECL)
Every CMS-required item with verbatim scripts. Agents check each one off as they read it. “Complete Checklist” only activates when every required item is confirmed — no skipping.
Completion gate — no item can be missed
RepReady — Your Team. Your Tool.
✎ Your call flow structure
✎ Your plan names & benefit details
✎ Your compliance language & verbatims
✎ Your CRM format & note structure
06 / 06
Built Entirely to Your Needs
Every section, every script, every tool is built to match your team’s call flow, your plan portfolio, and your compliance requirements. This is a framework, not a template.
Your tool. Your brand. Your agents.
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🔒
HIPAA Verification
Collect identifiers before releasing PHI
Need 3 Primary, or 2 Primary + 1 Secondary
No identifiers confirmed yet
Need: 3 Primary — or — 2 Primary + 1 Secondary
PRIMARY
Name · DOB · MBI · SSN
SECONDARY
Phone · Address · Email
★ Step 1 — Full Name⚡ AUTO-FAIL if skippedVerbatim
Who am I speaking with? (First and Last Name)
Step 2 — Phone✦ Flexible
What is the best number to reach you at in case we get disconnected?
Ask: home or cell? Note in your CRM.
Step 3 — Address✦ Flexible
May I please have your address so I can pull up the plans in your area?
City, state, zip. Note separate mailing if needed.
Step 4 — MBI✦ Flexible
Can I get your Medicare ID — the number on your red, white, and blue card?
Verify in system if available.
Date of Birth — if needed✦ Flexible
What is your date of birth?
SSN / Medicaid ID — if other identifiers unavailable
Use only if MBI and DOB cannot be confirmed.
📋
Pre-Enrollment Checklist
Required disclosures before enrollment
8.2✦ Flex
[Mr./Mrs.] [Last Name], before completing your enrollment, I am required to share the following important information. Please listen carefully.
8.2aVerbatim
Before making an enrollment decision, it is important that you fully understand our benefits and rules. If you have any questions, please call our Customer Care Center at [XXX-XXX-XXXX], TTY 711, 8 a.m. to 8 p.m., seven days a week.
Understanding the Benefits
8.3Verbatim
The Evidence of Coverage (EOC) provides a complete list of all coverage and services. It is important to review plan coverage, costs, and benefits before you enroll. Visit [plan website] or call [XXX-XXX-XXXX], TTY 711, to view a copy of the EOC.
8.4Verbatim
Review the provider directory (or ask your doctor) to make sure the doctors you see now are in the network. If they are not listed, it means you will likely have to select a new doctor.
8.5Verbatim
Review the pharmacy directory to make sure the pharmacy you use for any prescription medicine is in the network. If the pharmacy is not listed, you will likely have to select a new pharmacy for your prescriptions.
8.6Verbatim
Review the formulary to make sure your drugs are covered.
Understanding Important Rules
8.6bVerbatim
Benefits, premiums and/or copayments/co-insurance may change on January 1, 2026.
8.6cVerbatim
Except in emergency or urgent situations, we do not cover services by out-of-network providers (doctors who are not listed in the provider directory).
8.7VerbatimSituational
☐ Effect on Current Coverage — select scenario
▼
📌 Enrolled in MA or PDP
If you are currently enrolled in a Medicare Advantage plan, your current Medicare Advantage health care coverage will end once your new Medicare Advantage coverage starts.
🎖️ Has Tricare
If you have Tricare, your coverage may be affected once your new Medicare Advantage coverage starts. Please contact Tricare for more information.
📄 Has Medigap
If you have a Medigap plan, once your Medicare Advantage coverage starts, you may want to drop your Medigap policy because you will be paying for coverage you cannot use.
Situational
8.10SituationalVerbatim
Select plan type:
💊
Rx Variable Guide
Identify the exact drug form before presenting coverage
‹ Back to drug list
🎓
Medicare Education
On-call reference guide for agents
📅 Special Enrollment Periods
▼
SEP
Trigger
Window
Dual Eligible
Full Medicaid + Medicare
Monthly
LIS / Extra Help
Low Income Subsidy
Monthly
SEP-Move
Move to new service area
2 months
SEP-LOC
Loss of coverage
2 months
IEP
First Medicare eligible
3 mo before/after Part B
AEP
Annual Period
Oct 15 – Dec 7
OEP
Open Enrollment (MA only)
Jan 1 – Mar 31
🔗 D-SNP Types — FIDE / HIDE / EAE
▼
Type
What it means
Integrated?
FIDE
Same org manages Medicare AND Medicaid
Yes — fully
HIDE
Coordinated but separate Medicaid
Partially
EAE
Exclusively Aligned Enrollment
State-specific
⚠️ Representing a HIDE as fully integrated is a CMS violation.