A Clear Call Workflow
MCC keeps the next compliance step accessible while you stay focused on the conversation.
01
Set Up Your Profile
Enter your agent or agency details, select your carriers, and configure your licensed states.
02
Choose and Review
Open the appropriate workflow and review the selected disclaimer before playback.
“MCC helps keep the right information within reach when the conversation is moving.”
03
Let MCC Do the Reading
Start playback. MCC reads the disclaimer aloud for both you and your client to hear.
04
Continue Your Workflow
Check the playback status and continue your work. With compatible CRM call recording enabled, the disclaimer audio is captured as part of the call. Keep your process consistent while retaining responsibility for your compliance obligations.
See disclosure progress at a glance
MCC shows which disclosures have been played in full and which have not yet been played.
Built Around Your Work
Guidance Where It Matters
Agent Profiles
Keep core agent information organized for repeatable workflows.
Carrier Settings
Align your workspace with the carriers and products you support.
Disclosure Access
Bring required scripts and disclosures into the flow of the call.
Enrollment Support
Use structured prompts to support a consistent enrollment process.
Ready for a More Guided Workflow?
Explore MCC plans and bring practical compliance support into every Medicare conversation.
