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Aegis

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Aegis is compliance and book-of-business management software for Medicare agents. The software assigns each client file a CMS-Compliance-Defense Score ranging from zero to one hundred, evaluating defensibility against Medicare regulations by assessing scope of appointment documentation, call recordings, disclosure tracking, certification currency, and disclaimers. Aegis identifies compliance gaps and outlines steps to address deficiencies. The platform centralizes client information, enrollment dates, plan details, and timelines in one interface. A compliance calendar aligns with enrollment periods and milestones. Explainable AI delivers insights on book growth, renewals, and plan reviews while citing supporting documentation for each recommendation. Automation integrates compliance evidence into scoring, reducing manual file reconstruction efforts.

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