What CMS auditors actually look for in 2026 — and the eight CRM fields that make audits a 12-minute job.

After a year of working with agencies through actual audits, we mapped every CMS request to the exact Smart Agent field it lives in. Here's the cheat sheet — and the report that exports the whole packet in one click.

This is sample editorial content matching Smart Agent's house voice. Replace with real article body via MDX when the editorial calendar is defined.

What this looks like in practice

Inside Smart Agent, the relevant records are the Contact, the Policy, and any attached activity. The workflow we're describing here lives on the Policy timeline — every action lands timestamped, owner-attributed, and searchable.

• One automated trigger, surfaced on the right dashboard
• One report you can run every morning during AEP
• One follow-up template you can ship to every agent on day one

How to set it up

The shortest path: open your Smart Agent admin panel, find the Flow Builder entry for the workflow we describe, and configure the threshold. From there, the rest is reporting + iteration.

Book a demo to walk through this with a specialist using your own data.