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AI is transforming our participant call quality process,

coaching, and ultimately the call experience

Scaling QA with AI

• 17x more calls can be reviewed Image

with AI (screenshot)

• Measures agent taking ownership,
appropriate resource use,

participant education, and more

Result: More consistent,
high-quality call experiences

FOR ILLUSTRATIVE PURPOSES ONLY.
Launched November 2024

FOR PLAN SPONSOR OR FINANCIAL PROFESSIONAL USE ONLY. RO4798181-1025 11