Carelytics connects you with pre-qualified ACA clients through live CMS-compliant 3-way calls and assigns you as the Agent of Record — zero cold calling, zero chasing.
CMS Compliant
Live Transfers
Direct Assignment
Our trained call center agents proactively source ACA-eligible prospects through targeted outreach campaigns and verified databases. Every lead enters a vetted pipeline before anything else happens.
Outbound EngineEvery prospect is screened for income level, household size, current coverage status, and ACA plan eligibility. Only verified, qualified individuals move forward — no guesswork, no wasted time.
Pre-QualificationA live, CMS-compliant three-way call is connected between our agent, the prospect, and the enrollment system. Every call is recorded with proper disclaimers, consent tracking, and full regulatory documentation.
Compliance FirstThe prospect is enrolled in the best-fit ACA plan — or their existing plan is switched — right there on the call. The process is completed live with zero follow-ups needed from your side.
Live EnrollmentThe enrolled client is directly assigned to you as the AOR. You receive full production credit, commissions, and a growing book of business — without lifting a finger. Plug in and scale.
AOR AssignmentEvery 3-way call follows strict CMS guidelines with recorded consent, proper disclaimers, and auditable call logs.
No raw leads. Every client is income-verified, eligibility-checked, and enrollment-ready before you ever see them.
Prospects are enrolled or plan-switched live on the call. You receive completed enrollments, not promises.
You're designated as Agent of Record automatically. The client, the commission, and the book of business are yours.
No more feast-or-famine cycles. Get a consistent, scalable flow of enrolled clients every single month.
No cold calling, no chasing, no following up. We handle the entire enrollment pipeline end to end.
You're done dialing through dead leads and voicemails all day
You want clients who are already enrolled — not maybe-interested leads
You want CMS-compliant calls without worrying about regulations yourself
You want consistent monthly production you can plan your business around
Your Calendar Embed Goes Here
Replace this section with your Calendly, Cal.com, or Google Calendar scheduling link.
<iframe src="https://calendly.com/YOUR-LINK" ...>