Imported leads route through your distribution rules. Duplicates are flagged. DNC numbers are auto-suppressed.

For Medicare products a Scope of Appointment must be on file 48 hours before the meeting. Ray will flag if it is missing.

Added numbers are blocked across the dialer for every agent immediately and logged for TCPA compliance.

An MFA enrollment invite is emailed on save. Licenses and carrier appointments are added on the agent profile and gate which products they can sell.