# First American Group CRM

> Insurance agent management platform for Medicare and ACA leads, enrollments, commissions, and compliance tracking.

## About
First American Group CRM is a comprehensive insurance agent management tool designed for Medicare and ACA insurance agents. It streamlines lead management, enrollment tracking, commission reporting, and CMS compliance workflows.

## Key Features
- **Lead Management**: Track, score, and manage Medicare and ACA insurance leads with AI-powered lead scoring
- **Enrollment Tracker**: Monitor Medicare Advantage, Medigap, Part D, and ACA enrollments
- **Commission Tracking**: View and manage agent commissions across all carriers
- **Compliance Tools**: SOA (Scope of Appointment) form generation and tracking for CMS compliance
- **AI Assistant**: Medicare-specialized AI chatbot for lead qualification and sales support
- **Carrier Management**: Access carrier details, plan comparisons, and contact information
- **Appointment Scheduling**: Manage client appointments and follow-ups
- **Automated Outreach**: Email and SMS automation sequences for lead nurturing
- **AEP/OEP Strategy**: Annual and Open Enrollment Period planning tools
- **Reports & Analytics**: Production reports, pipeline analytics, and performance dashboards

## Insurance Types Supported
- Medicare Advantage (Part C)
- Medicare Supplement (Medigap)
- Prescription Drug Plans (Part D)
- ACA / Marketplace Plans

## Contact
- Website: https://agentassis-c.lovable.app
- Organization: First American Group