For Licensed Medicare Agents

Guided disclosures for enrollment conversations

MCC gives licensed Medicare agents guided access to Medicare disclosures and required scripts during sales calls and enrollment conversations. It supports a clear, consistent workflow while agents remain responsible for applicable CMS, carrier, and legal requirements.

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MCC COMPLIANCE PROFILE

Profile complete

Agent setup at a glance

LICENSED STATES

Florida · Texas · Ohio

CARRIERS

6 configured

NEXT STEP

Review Medicare Advantage disclosures

Last updated today · Ready for your next enrollment conversation

MCC Workspace

Built for the Medicare sales workflow

MCC brings disclosures, script playback, carrier and state configuration, and agent compliance information into one practical desktop workspace for Medicare sales and enrollment conversations.

Required disclosures at the right time

Access the appropriate disclosure workflow without searching through documents during a conversation.

Configured around your business

Maintain licensed states, carrier selections, and agent or agency information in one place.

Designed for live conversations

Use guided disclosure and script playback alongside the sales and enrollment tools already in your workflow.

See How MCC Works

Core Features

Practical tools for every conversation

Compliance Profile

Keep agent, agency, licensed-state, and carrier information organized for MCC workflows.

Carrier & State Configuration

Configure the markets and carriers relevant to the agent or agency.

Disclosure Workflows

Access Scope of Appointment, TPMO, Medicare Advantage, Medicare Supplement, and Part D disclosure workflows.

Script & Audio Playback

Play required disclosures and scripts during live conversations.

How MCC fits your workflow

A straightforward process for bringing guided compliance support into sales and enrollment conversations.

01

Set Your Profile

Configure your agent details, carriers, states, and workflow preferences.

02

Open the Conversation

Start from the guided workspace built for your sales or enrollment call.

“MCC helps keep the right information within reach when the conversation is moving.”

03

Follow the Prompts

Access applicable disclosures, scripts, and supporting steps as needed.

04

Continue With Confidence

Keep your process consistent while retaining responsibility for your compliance obligations.

Choose your MCC plan

Choose the MCC option that fits how you work—one licensed agent or an agency managing multiple agents.

Agent

A focused MCC workspace for one licensed Medicare agent managing disclosure and script workflows during sales and enrollment conversations.