AI Chatbot for Insurance Agents

Qualify health, life, and Medicare leads automatically. Your AI assistant captures contact info, answers coverage questions, and books appointments while you focus on closing.

Insurance Assistant
AI
Hi! I can help you find the right insurance coverage. Are you looking for health, life, or Medicare coverage today?
I need health insurance for my family of 4
AI
I'd be happy to help find family coverage! What's your zip code so I can check available plans in your area?
35630
AI
Great, I see excellent options in Florence, AL. What's your estimated household income? This helps determine if you qualify for subsidies.
🏥

Health / ACA

Individual & family plans

❤️

Life Insurance

Term & whole life

👴

Medicare

Advantage & supplements

🛡️

Ancillary

Dental, vision, disability

Built for Insurance Agencies

Features designed specifically for insurance lead generation

🎯 Lead Qualification

Automatically ask about coverage type, household size, income, and timeline. Score leads by readiness.

📋 Product Knowledge

Upload your carrier info, plan details, and FAQs. Bot answers coverage questions accurately.

📅 Appointment Booking

Schedule consultation calls directly in chat. Sync with your calendar.

📧 Contact Capture

Collect name, email, phone, and zip code naturally during conversation.

🔔 Instant Alerts

Get notified immediately when a hot lead comes in. Email or SMS alerts.

📊 Lead Dashboard

See all leads, their qualifying info, conversation history, and follow-up status.

What Your Bot Can Qualify

👥

Household Size

Number of people needing coverage

📍

Location

Zip code for plan availability

💰

Income Range

For subsidy eligibility

📅

Timeline

When they need coverage

🏷️

Coverage Type

Health, life, Medicare, etc.

Sample Qualifying Flow

Bot: Are you looking for individual or family coverage?
User: Family - me, spouse, and 2 kids
Bot: Great! What's your zip code?
User: 35630
Bot: Do you have an estimate of your household income? This helps determine subsidy eligibility.
User: Around $65,000
Bot: You may qualify for significant subsidies! When do you need coverage to start?

What Insurance Agents Say

★★★★★

"This bot qualified 47 leads last month while I slept. AEP was my best year ever because I could focus on closing instead of chasing."

Sarah M.
Independent Health Agent, Alabama
★★★★★

"I was skeptical about AI but this thing actually understands insurance. It asks the right qualifying questions without sounding robotic."

Tom R.
Medicare Specialist, Florida
★★★★★

"Set up took 15 minutes. I uploaded my FAQ doc and it was answering coverage questions better than my CSRs."

Jennifer L.
Agency Owner, Texas

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