Every missed call is a lost enrollment. Every delayed quote is a prospect choosing a competitor. Frontdesk AI answers calls 24/7, schedules consultations, qualifies leads, and books appointments—all while your team focuses on closing policies.
For Health Insurance Brokers
Incoming Call...
Client Lead
"Hi, I need health insurance for my family. Can someone help me compare plans?"
AI Receptionist
"Absolutely! I can schedule a consultation with Alex to review plan options. Are you available tomorrow at 10 AM?"
✓ Consultation Booked • 10 AM
You're losing qualified leads every day during open enrollment. Clients call during peak hours, no-shows waste your consultation slots, and your team can't handle the volume.
A prospect needs coverage before the deadline, calls at 7 PM, and gets voicemail. By the time you return their call in the morning, they've already enrolled with a competitor who answered immediately.
While you're in a consultation, five more calls come in. Quote requests, policy questions, enrollment deadlines—you can't be everywhere at once. Clients get frustrated waiting, and you lose business.
You block out time, prepare their quote comparison, and wait. They don't show. You send one follow-up email that gets ignored. That's it—they're gone. No second chance, no enrollment, just wasted time and lost commission.
One AI workforce that handles every touchpoint—from first inquiry to policy enrollment
Prospects visit your website at any hour. Frontdesk Chat answers instantly, qualifies leads, explains coverage options, and books consultations—all without human intervention.
Every call is answered instantly—policy questions, enrollment inquiries, claims support. The AI understands context, retrieves policy information, schedules consultations, and escalates to agents only when needed.
When consultations are missed, Frontdesk Outbound automatically calls to reschedule. The AI references the original conversation, knows their coverage needs, and books a new appointment—all while updating your CRM and calendar.
Every interaction—chat, call, consultation, policy inquiry—automatically creates and updates client profiles in your CRM. No manual data entry. No missed information. One complete view of every prospect and policyholder.
Orchestrate the entire client journey across email, voice, SMS, and web. Automatically coordinate follow-ups, enrollment reminders, and nurturing sequences based on behavior and engagement.
Coming Soon: Automatically send personalized, context-aware emails at optimal times. Pre-consultation confirmations, reminders, follow-ups, policy summaries, and nurturing sequences—all orchestrated by Marketing Automation.
Smart enrollment applications that pre-fill from CRM data and guide clients through completion. When forms are submitted, they automatically trigger outbound automation sequences for verification and approval workflows.
Live Demo
No sales pitch. Just our AI answering your call, answering questions, and trying to book you.
Get a complete AI team for your health insurance brokerage. Each agent handles different tasks—answering calls, booking consultations, handling policy questions. They work together 24/7 to convert more leads into enrolled clients faster.
Answers every call instantly—no voicemail, no missed opportunities. Handles insurance inquiries, books enrollment consultations, explains plan options, and creates client support tickets automatically.
Qualifies insurance leads, explains available plans and coverage options, answers questions about premiums and enrollment periods instantly. Books consultations and captures contact info—all through your website chat, 24/7.
Sends personalized consultation confirmations, enrollment deadline reminders, and follow-up emails automatically. Coordinates with Marketing Automation to send at the right time to keep leads engaged through the decision process.
Pre-fills enrollment applications from CRM data. Guides clients through health history and beneficiary information. Triggers automation workflows when submitted to accelerate underwriting.
Automatically reaches out to insurance prospects at the right time. Makes outbound calls to missed consultations, sends personalized SMS follow-ups about enrollment deadlines, and emails nurturing sequences. Coordinates all outbound channels to recover lost leads and move prospects toward enrollment.
Handles two-way SMS conversations with insurance prospects and enrolled clients. Sends consultation confirmations, enrollment deadline reminders, and answers questions about plan options and benefits via text—98% open rate.
Lets website visitors speak directly to your website about insurance plans. Click, talk, get answers about coverage options, premiums, and enrollment deadlines—no typing required. Perfect for mobile users comparing health insurance plans.
Automatically updates your Frontdesk CRM with every interaction. All your AI agents feed prospect and client data in real-time—no manual imports, no data entry. Every call, text, and interaction is organized by plan type, enrollment status, and lead stage.
Clients don't submit tickets—they just call or text. Your AI recognizes client service issues (claim questions, billing concerns, coverage changes), creates support tickets, triages by urgency, and notifies the right team member automatically.
Watches every conversation and alerts you when it matters. If a prospect was confused about coverage, if a claim issue was reported, if a consultation was booked—you know instantly.
Follow one client from phone call to enrolled policy—see how every system works together
Alex calls at 2 AM. The AI answers instantly—no voicemail, no missed call.
As Alex talks, the AI captures everything: name, phone, family of 4, $800 budget, March 15th coverage start date. Saved to CRM automatically—no forms, no typing.
Alex says "Yes!" The AI checks your calendar, finds Saturday at 11 AM, and books it. Instant confirmation—no waiting.
The moment the consultation is booked, the system springs into action. Confirmation emails, reminder texts, follow-ups, and enrollment forms—all happening automatically.
Alex's phone buzzes. It's a confirmation email from you—sent automatically by the AI Email Agent (coming soon). She reads it, feels reassured, and goes back to browsing. Meanwhile, a reminder email is already scheduled for Friday. No one had to remember to send it.
Saturday morning, Alex is at the grocery store. She completely forgot about the consultation. You're at your desk, see the missed appointment in your CRM, and mark it as "No-Show." That's it. One click. The system takes over from here—you don't have to think about what to do next.
The moment you mark Alex as a no-show, the system springs into action. It remembers everything: the 2 AM phone call, her family of 4, her $800 budget. Recovery calls get scheduled automatically. Follow-up emails are queued. The entire recovery process starts—you don't have to think about it.
Alex's phone rings. It's the third call from your AI. She's finally free—just finished her shift at work. She answers. The AI remembers their entire conversation from last week. "Hi Alex, I noticed we missed you on Saturday. Would you like to reschedule?" Alex says yes, picks a new time, and hangs up. The calendar updates automatically. No one had to do anything.
Alex shows up for the rescheduled consultation. She loves the coverage options. You mark it complete in your CRM. The moment you click "Complete," the system springs into action: post-consultation follow-up emails get queued, the enrollment application is ready to send, and qualification workflows begin. All happening automatically—you're just helping the client.
Alex just finished the consultation. She's walking to her car when her phone buzzes. It's an enrollment application from Frontdesk Forms—already filled with her name, email, and the plan she just reviewed. The AI guides her through medical history and dependent information right on her phone. When she submits it, you're immediately notified. The underwriting process begins automatically—all without you lifting a finger.
Alex's at work, thinking about the insurance plan. She has a question about prescription drug coverage. She calls. The AI answers instantly, recognizes her from your CRM, remembers her consultation and enrollment, and is ready to help—no hold time, no voicemail, no missed calls. Alex gets her answer in seconds.
With all her questions answered, Alex enrolls in the family health plan. The system automatically sends welcome emails, policy documents, and ID card information. Alex's officially covered.
Alex just had her first doctor's visit. She has questions: "How do I submit a claim?" "Is my pediatrician in-network?" She texts the AI. It answers instantly with all the details she needs—no waiting, no phone calls, no searching through policy documents.
Alex's reviewing her coverage details. It's 8:30 PM on a Sunday. She can call, text, or chat—whichever she prefers. The AI answers instantly, understands the question, pulls up her policy information, and explains her deductible and co-pay. Alex doesn't have to wait for business hours or navigate complex documents. She just asks the question, and it's answered.
Open enrollment is coming up. Alex gets notified automatically—email, text, or both, your choice. The system sends policy updates, enrollment reminders, premium changes, and benefit announcements. Clients stay informed without you sending individual messages. Everything happens automatically.
A year later, Alex renews. She had a great experience—claims were always handled quickly, questions were answered instantly, and she felt supported. The same AI that helped her find coverage kept her happy as a client. That's the full journey: prospect to policyholder to renewal.
Everything you need to know about using Frontdesk for your brokerage
Yes. The AI answers calls 24/7, qualifies prospects, explains plan options, and books consultations—all while your team sleeps. No more missed opportunities during open enrollment season.
The AI creates support tickets automatically, collects all details (policy number, claim description, urgency), and routes them to your specialist team. Urgent claim issues can be escalated immediately.
Yes. The system automatically sends confirmation emails and reminder texts before consultations. When no-shows happen, it immediately calls to reschedule—recovering up to 40% of missed appointments.
Yes. Integrates with Google Calendar, Outlook, and most calendar systems. The AI checks real-time availability and books consultations instantly—no back-and-forth emails needed.
After consultations, prospects automatically receive an enrollment application that's pre-filled with their info from the CRM. The AI guides them through plan selection and eligibility verification. When submitted, you're notified immediately.
Yes. Frontdesk integrates with most systems including AgencyBloc, EZLynx, Applied Epic, and others. All data syncs automatically—prospects, consultations, enrollments, and support tickets.
Absolutely. The AI knows all your carriers, plan options, pricing, and coverage details. It can route calls based on plan type, handle multi-carrier inquiries, and manage different product lines simultaneously.
The AI handles urgent coverage questions 24/7, verifies client identity, and can provide basic policy information. For true emergencies or complex issues, it immediately escalates to your on-call broker.
Pricing is based on your client base size and call volume. Most brokerages see ROI within the first month from reduced no-shows and increased enrollment conversions. Contact us for a custom quote.
Stop missing enrollment calls at 2 AM. Start booking consultations while you sleep.
Capture calls and appointments 24/7, even outside of business hours. Setup in minutes, keep your existing number.
Your AI Receptionist will understand everything about your business and services. This means that it can answer complex questions from callers easily.
Your AI phone receptionist can intelligently text the caller custom links during the conversation. For example, if the caller asks to schedule an appointment, the receptionist can text them your Calendly link.
The simplest solution on the market. Create, purchase, and publish your AI Receptionist in just five minutes. You can even update your receptionist's knowledge base or greeting phrase anytime
View call transcripts, text history, and voicemails directly from your admin dashboard. Export phone numbers of callers for targeted promo.
Answers calls 24/7 with a human-like voice.
Reaches out via SMS and replies to incoming text messages.
Choose your size, color, and voice. Then, embed your receptionist in your website.
Supercharge your existing booking system with our AI virtual receptionist. No limits.
"Since launching (Frontdesk) full time, we’ve fielded over 400 calls, qualified 80 leads, and helped us close over $800,000 in new home sales within just six weeks."
"In the first five days using AI (Frontdesk) outbound program, Acura of Auburn generated $30,000 in new revenue; a record month for the dealership."
"We get about 400 calls a week, and before (Frontdesk) the phones rang all day long. Around 80% of callers hit zero, so someone was always stuck directing calls. Now only about 20% reach our operator. The phones are quiet, the team can focus, and both offices are much calmer."
"(Frontdesk) ended up transforming our entire office. We went from a 20-kid waitlist to zero, we capture 100% of our referral opportunities, and we’re saving hours every single day."
"(Frontdesk) has taken a huge weight off our practice. We no longer miss calls, and I don’t have to spend time managing an answering service. The AI handles everything reliably, and I can update it in real time. it’s like having a full-time receptionist without the time burden."