Tutorials
See how it works for you
Pick your role. Each walkthrough is a few minutes long, and every one comes with a two-page overview you can download and share.
Video coming soon
Meanwhile, try it yourself in the demo.
Independent agents
Taking your first call
Go online, take a live Medicare call and enroll, all from one screen.
In this walkthrough
- Going online: states, hours, budget
- The guided script and compliance steps
- Built-in plan compare
- AI tips during the call
- Credits and billing
Video coming soon
Meanwhile, try it yourself in the demo.
Agency owners
Running your call floor
Route calls to your team, set budgets per agent and watch the floor live.
In this walkthrough
- Adding agents and licenses
- Team routing and schedules
- Shared wallet with per-agent caps
- Live floor view
- Production and QA reporting
Video coming soon
Meanwhile, try it yourself in the demo.
FMOs & IMOs
A call program for your downline
Brand the platform, allocate volume to agencies and see everything roll up.
In this walkthrough
- Your branded portal
- Allocating volume and budgets to agencies
- Roll-ups by agency, state and carrier
- License and AHIP tracking
- Recruiting with Get Licensed
Video coming soon
Meanwhile, try it yourself in the demo.
Call centers & carriers
Buying calls on the exchange
Set targeting, bids and caps, or plug in your own platform's bid URL.
In this walkthrough
- Campaigns, targeting and schedules
- Bids and stacking modifiers
- Caps and concurrency
- Connecting Ringba/Retreaver/TrackDrive
- Reconciliation and reporting
Video coming soon
Meanwhile, try it yourself in the demo.
Publishers & affiliates
Selling calls with an availability ping
Ping first, send only when a buyer is ready, and get paid on clear rules.
In this walkthrough
- How the availability ping works
- Consent requirements
- Numbers vs. API integration
- Billable rules and payouts
- Source and sub-ID reporting
Questions? See the FAQ or get in touch.