Revolutionizing Healthcare Guidance & Sales

Empowering Decision-Making with AI-Driven Assistance

Andrew Faligowski

The AI Copilot is an intelligent, multi-agent system designed to streamline healthcare decision-making, optimize sales processes, and enhance customer engagement. Whether its helping users navigate insurance plans, conducting real-time research, or handling common objections in the sales pipeline, the AI Copilot acts as a seamless, efficient, and always-available virtual assistant.

Official partner of HealthCare.gov with all the same plan and prices - but we make it simple to find the right one.

Affordable health insurance coverage.​

Free, unbiased agents year-round-no spam calls, just support.

Insurance CoPilot

General Knowledge Agent – The Versatile AI Assistant

Overview: This AI-powered agent provides general knowledge assistance, offering intelligent, nuanced, and context-aware responses to a wide range of queries.

Business Impact:
· Enhances customer support by handling complex inquiries with conversational depth.
· Assists users with document summarization, content generation, and comparisons.
· Improves operational efficiency by automating research-heavy tasks.

Use Cases:
Summarizing documents and reports.
Generating email templates and marketing copy.
Providing insights and recommendations based on business data.

Plan Finder Agent – Personalized Insurance Matching

Overview: This agent provides real-time access to coverage details, drug formularies, and provider networks across various health insurance plans, ensuring users find the best fit for their needs.

Business Impact:
· Increases customer satisfaction by offering personalized plan recommendations.
· Reduces manual work by automating plan comparisons.
· Enhances transparency in healthcare choices, leading to higher conversions.

Use Cases:
Identifying in-network providers for a specific plan.
Comparing drug coverage across multiple insurance policies.
Recommending the best plan based on medical needs and budget.

Insurance copilot
Insurance copilot

Plan Finder Agent – Personalized Insurance Matching

Overview: This agent provides real-time access to coverage details, drug formularies, and provider networks across various health insurance plans, ensuring users find the best fit for their needs.

Business Impact:
· Increases customer satisfaction by offering personalized plan recommendations.
· Reduces manual work by automating plan comparisons.
· Enhances transparency in healthcare choices, leading to higher conversions.

Use Cases:
Identifying in-network providers for a specific plan.
Comparing drug coverage across multiple insurance policies.
Recommending the best plan based on medical needs and budget.

Find Providers and Prescription Coverage ​

ACA Quoting Tool – Intelligent Plan Recommendations

Overview: This AI-driven quoting tool processes natural language inputs to fetch the most affordable and personalized health insurance plans via the ACA Marketplace API.

Business Impact:
· Optimizes customer acquisition by simplifying plan selection.
· Reduces friction in the insurance shopping journey.
· Provides instant, data-driven recommendations based on location, income, and dependents.

Use Cases:
Fetching and displaying real-time ACA health insurance quotes.
Helping customers navigate subsidy eligibility.
Offering side-by-side comparisons of top plans in a given zip code.

Aunt Bertha Agent – Connecting Users with Financial Assistance

Overview: This agent reads information from the Aunt Bertha website to locate financial aid and assistance programs based on zip code, making it easier for users to find relevant support resources.

Business Impact:
· Enhances accessibility by bridging the gap between consumers and financial aid resources.
· Strengthens brand trust by providing valuable, socially responsible assistance.
· Improves engagement by helping users navigate available local and federal benefits.

Use Cases:
Finding local financial aid programs.
Assisting with prescription cost savings.
Connecting users to housing, food assistance, and health services.

Seamless Integration with Healthcare.gov
Seamless Integration with Healthcare.gov

4. Aunt Bertha Agent – Connecting Users with Financial Assistance

Overview: This agent reads information from the Aunt Bertha website to locate financial aid and assistance programs based on zip code, making it easier for users to find relevant support resources.

Business Impact:
· Enhances accessibility by bridging the gap between consumers and financial aid resources.
· Strengthens brand trust by providing valuable, socially responsible assistance.
· Improves engagement by helping users navigate available local and federal benefits.

Use Cases:
Finding local financial aid programs.
Assisting with prescription cost savings.
Connecting users to housing, food assistance, and health services.

Copilot Assistance

Internet Research Agent – Industry Insights & Market Intelligence

Overview: This agent leverages Bing Search to pull the latest information about Medicare, insurance trends, and market regulations, ensuring up-to-date, accurate responses and reliable sources.

Business Impact:
· Helps businesses stay ahead of market shifts and industry changes.
· Improves customer education by offering real-time, verified insights.
· Supports sales teams by providing updated competitive intelligence.

Use Cases:
Researching the latest Medicare/Medicaid policy updates.
Analyzing competitive insurance offerings.
Fetching real-time industry news for decision-makers.

 

Sales Agent – AI-Powered Sales Objection Handling

Overview: A rule-based AI sales assistant designed to handle common sales objections, address customer concerns, and guide prospects toward informed decisions.

Business Impact:
· Reduces sales cycle time by automatically addressing common objections.
· Increases lead conversion rates with personalized responses.
· Builds customer trust by proactively offering cost-saving solutions and risk mitigation strategies.

Use Cases:
Addressing customer concerns about affordability.
Providing reassurance on fraud prevention and security.
Offering quick responses on low-income assistance and prescription discount options.

Insurance copilot
Insurance copilot

Sales Agent – AI-Powered Sales Objection Handling

Overview: A rule-based AI sales assistant designed to handle common sales objections, address customer concerns, and guide prospects toward informed decisions.

Business Impact:
· Reduces sales cycle time by automatically addressing common objections.
· Increases lead conversion rates with personalized responses.
· Builds customer trust by proactively offering cost-saving solutions and risk mitigation strategies.

Use Cases:
Addressing customer concerns about affordability.
Providing reassurance on fraud prevention and security.
Offering quick responses on low-income assistance and prescription discount options.

Copilot Assistance

Why Choose the AI Copilot for IC? Efficiency & Automation: Automate

Efficiency & Automation: Automates critical tasks, saving time and reducing human effort.
Personalized Customer Support: Enhances user engagement with tailored responses.
Sales & Conversion Optimization: Drives business growth by improving lead nurturing and addressing objections in real time.

Data-Driven Insights: Ensures access to the latest industry knowledge for informed decision-making.

Seamless Integration: Works alongside existing workflows to enhance productivity without disruption.

Ideal for:

  • Healthcare providers seeking AI-driven customer support.
  • Insurance brokers looking to simplify plan selection.
  • Sales teams aiming to overcome objections and close deals faster.
  • Consumers needing guidance on healthcare options and financial assistance.

Transform the Way You Work with AI-Powered Intelligence

The AI Copilot is more than just a tool—it’s a game-changer for healthcare, insurance, and sales. Empower your team, enhance customer engagement, and streamline decision-making with intelligent automation.

Get Started Today! Contact us to learn how the AI Copilot can revolutionize your business.

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