Agency Ops for Health Insurance
AI voice bots that qualify your callers, a live leaderboard for every sale, every call graded by AI, payroll that handles commissions and chargebacks, and SMS marketing that follows up the rest — one app, one set of numbers.
AI bot qualifies
Every caller is pre-qualified before an agent's time is spent.
Agent closes
A warm transfer, then the sale logged in seconds.
Every call graded
AI scores the call and writes the coaching.
Payroll pays
Commissions, tier bonuses and chargebacks, weekly.
SMS follows up
Drips and an AI inbox work the leads who didn't buy.
An AI fronter answers, asks your qualifying questions, and warm-transfers the callers who fit — booking callbacks after hours and screening out the rest.
See it in the demoAgents log a sale in seconds, admins approve it, and the board updates for the agency and the whole downline — with spiffs to race for.
See it in the demoEvery call transcribed and scored against your rubric, with the objections raised, the moments that mattered, and coaching agents can act on.
See it in the demoCommission by carrier and plan, tier bonuses, and chargebacks that only take back what was actually paid. Publish, undo, export, print.
See it in the demoA shared inbox, drips for every new lead, and blasts to an audience you build — with AI replies, local numbers and quiet hours built in.
See it in the demoReturn and cost per sale by vendor, by agent — with every dollar of lead spend placed — and on an interactive map of the states your buyers live in.
See it in the demoLog a sale, grade a call, charge one back, text a lead and listen to the bot qualify a caller. Nothing in the demo is a screenshot.