Free tool

Is Your Agency 2026-Ready? Scorecard

Answer 12 quick questions across AI adoption, compliance, and speed-to-lead to get your agency maturity score and a prioritized action list.

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AI & Automation

Do your agents use a power or AI-assisted dialer (not manual dialing)?

Do you use an AI assistant to draft follow-ups, notes, or next steps?

Are routine follow-ups and nurture sequences automated?

Can you see per-source ROI (which lead sources actually pay)?

Compliance

Are you ready for the Jan 2027 TCPA revocation rule (opt-outs honored across all channels within 10 business days)?

Do you scrub every list against the DNC registry before each campaign?

Do you record and retain all Medicare sales/marketing calls per CMS rules?

Do you capture and store documented consent for every contact?

Speed & Process

Do you contact new leads within 1–5 minutes?

Is every lead, call, and outcome tracked in one CRM (not spreadsheets)?

Do you make 6+ contact attempts before giving up on a lead?

Do agents use compliant, tested call scripts and SMS templates?

Guidance only. A directional self-assessment, not a compliance audit or legal advice.

TCPA 2027 Fine-Risk Calculator

Score your revocation-rule readiness and estimate annual fine exposure.

Medicare 2027 Recording Checker

Pass/fail your call-recording & retention setup against the 2027 CMS rules.

Speed-to-Lead Revenue-Leak Calculator

See the commission you lose to slow follow-up — and what instant contact recovers.