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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
AI ChatBot, Anytime and Anywhere you need it.
Our AI ChatBots is your reliable support, available round-the-clock and accessible from anywhere.
No matter your location or the time, our AI is at your service whenever you require assistance.
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Onboarding
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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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