Scalable, Smart, and Engaging AI-Powered Tools

Scalable, Smart, and Engaging AI-Powered Tools


AI Solutions for for Insurance Agents!

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AI Receptionist Demo

AI Package

Speed to Lead, Engage Every Opportunity

AI Chatbot for Email, SMS and Social Media

Streamline Communications across all channels

  • answer client inquiries

  • pre-qualify leads

  • set sales and customer service appointments

  • full high level integration

AI Outgoing Calls Bot

An AI system initiating outgoing calls autonomously to engage leads and set appointments.

  • Use your own cloned voice

  • engage new leads immediately

  • pre- qualify leads

  • set sales appointments

  • full high level integration

AI Incoming Calls Receptionist Bot

Effortlessly manage incoming calls, appointments, and inquiries with the AI Incoming Receptionist Bot, guaranteeing a smooth and professional customer service experience.

  • Use Your Own Cloned Voice

  • never miss another call

  • pre-qualify callers as leads

  • warm transfer pre-qualified buyers to an agent

  • set sales and customer service appointments

  • full high level cRM integration

ACA Package

Everything an ACA Agent Needs for Digital Marketing

ACA Agent Tools -- Digital Journey and Consent Documentation

  • TCPA and CMS Compliant consent to Contact forms

  • CMS Compliant Consent to search the Marketplace and explicit Enrollment Consent forms

  • Ai Assisted Self quoting, plan Review, and Full fact finding Processes

  • Healthsherpa and AI integrated workflows for "other AOR", data matching issues, payments due, and policy renewals

  • All Consent forms, calls, messages, and online Client activity saved indefinitely

Database Integration to High Level CRM and Health Sherpa

  • Health Sherpa Integration

  • High-Level CRM integration

  • Segment your Clients and applicants into Audiences for Customized AI, Digital marketing, and high level workflow Engagement

  • Sync contacts in the CRM with Health Sherpa data effortlessly

  • The Database is your teams central hub for enrollment data.

  • Manage Data Matching Issues triggering High Level AI Workflows to collect documents

Complete ACA Specific High Level CRM Build

  • powered by AI for communications in all channels

  • Healthsherpa Integration via the Database for Data Matching Workflows

  • CMS Compliant Consent Collection Process saved forever

  • Easily Store and Access all Contact records indefinitely for convenient access

  • built For the ACA Agent

Advanced Pipeline Management

  • Automated Workflow Orchestration

  • Real-time Pipeline Monitoring

  • Customizable Pipeline Stages

  • Integrated Data Analysis Tools

  • Seamless Task Assignment

Get AI Tools!

Register Using Four Simple Steps:

Schedule a Call / Get a Demo

Onboarding

Customize Branding

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How It Works!


Schedule a Call / Get a Quote

During our conversation, we'll delve into your specific business needs, objectives, and challenges. Together, we'll craft a tailored AI bot training plan designed to optimize your workflows, boost productivity, and drive growth.


Train the AI bot

Training the AI bot enables you to unlock the full potential of artificial intelligence, empowering your business with unprecedented efficiency and innovation.

Use it for your Business

With tailored training programs, your team gains the expertise to harness AI capabilities effectively, optimizing operations, and driving innovation.

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