The AI platform built for health insurance brokers
Convert more OEP shoppers, retain more group clients, and cross-sell ancillary lines with AI that runs quotes, follow-up, and renewals in the background.
Where growth quietly leaks
OEP window is brutal
Nov 1 – Jan 15 is the entire year, and half of it is spent on tire-kickers who never enroll.
Group renewals slip
HR contacts change, employees move plans, and you find out at renewal you lost the group.
Ancillary sits on the shelf
Dental, vision, disability, and hospital indemnity get quoted once and never re-offered.
Marketplace subsidy questions eat your day
Every prospect wants a subsidy check and you're the one running it manually.
What GSS turns on for you
AI marketplace concierge
Prospects answer a short intake, get a subsidy estimate, and only reach you when they're ready to enroll.
OEP calendar engine
Automated pre-OEP education campaign fills your Nov-Jan appointment book.
Group renewal radar
90/60/30-day cadences to HR contacts with plan-change summaries and open-enrollment kits.
Ancillary auto-offer
Post-medical enrollment, clients get bite-size ancillary offers with one-click quote requests.
Your CRM workflow, on autopilot
Capture
Website, referral, or SEP trigger event — all routed with intake data.
Qualify + subsidy check
AI runs subsidy estimation and matches available plans in the client's zip.
Book enrollment appointment
Self-scheduling with documents pre-requested.
Enroll + onboard
Post-enrollment welcome, ID card walkthrough, and provider search help.
Retain + cross-sell
Ancillary offers, life-event triggers (marriage, baby, job change), and annual review.
ROI Calculator
Assumes 60 additional individual enrollments and 4 saved group renewals per year.
What clients say
Client testimonials for the Health Insurance vertical will appear here once we publish verified quotes. Placeholder to keep the layout honest — no fabricated reviews.
Client testimonials for the Health Insurance vertical will appear here once we publish verified quotes. Placeholder to keep the layout honest — no fabricated reviews.
Client testimonials for the Health Insurance vertical will appear here once we publish verified quotes. Placeholder to keep the layout honest — no fabricated reviews.
Frequently asked questions
Health Broker OEP Playbook
The pre-OEP nurture calendar and ancillary cross-sell scripts top brokers use.
Turn on the AI Growth OS for your health insurance business
Start a free trial or book a personal demo. Invite-only preview — we'll get back to you within one business day.