Prototype Roadmap
From the scheduling and book-of-business MVP through embedded enrollment and intelligence.
Mock data
Phase 1
Scheduling and Book of Business MVP
In progress
- Agent dashboardUI + mock data
- Book of business viewUI + mock data
- Switch-risk member list import mockUI + mock data
- Appointment schedulingUI + mock data
- Calendar sync mockUI + mock data
- Agent appointment pageUI + mock data
- Appointment remindersPartial UI
- Appointment prep pageUI + mock data
- Post-appointment dispositionUI + mock data
- Embedded enrollment workspace mockUI + mock data
Phase 2
Outreach and Lead Orchestration
Planned
- Approved SMS nudgesPartial UI
- Outreach campaign plannerPartial UI
- Lead inboxUI + mock data
- Territory-based lead routingNot built
- Shopping funnel lead routingNot built
- Carrier agent profile booking analyticsNot built
- Compliance queueUI + mock data
- Manager reportingUI + mock data
Phase 3
Embedded Enrollment Platform Experience
Concept
- Embedded inside carrier enrollment platformPartial UI
- Agent identity (SSO) integrationNot built
- Certification status syncNot built
- Member/book-of-business syncNot built
- Marketing/Product switch-risk model feedNot built
- SMS vendor integrationNot built
- Outlook calendar integrationNot built
- Carrier Medicare shopping funnel integrationNot built
- Territory & agent assignment lookupNot built
- Enrollment workspace context sharingNot built
- Enrollment outcome feedback loopNot built
- Enterprise AEP command centerNot built
Phase 4
Optimization and Intelligence
Future
- Capacity-aware lead routingNot built
- Next-best-action prioritizationNot built
- No-show predictionNot built
- Outreach fatigue rulesNot built
- Agent performance coachingNot built
- Market-level AEP heatmapsNot built
- Retention opportunity modelingNot built
- Closed-loop campaign attributionNot built