Increase Agent Sales and Productivity 10x with Insurance Copilot

Your AI Insurance Copilot for ACA Health, Life, and Supplemental Insurance.

Insurance Copilot's Mission

Our mission is to revolutionize the insurance industry by empowering carriers, agencies, and agents with an advanced Copilot AI. This state-of-the-art system is designed to augment human capabilities, streamlining workflows, automating routine tasks, and providing insightful analytics. Our AI assists in making better plan decisions, risk assessment, policy customization, and enabling agents to focus on high-value interactions and strategic decision-making.

We are committed to driving a 10x increase in productivity and results for our clients by offering tailored, AI-driven solutions that enhance customer engagement, optimize sales and operational efficiency, and leverage predictive analytics for better risk management.

By harnessing the power of AI, we aim to transform the insurance landscape, making it more responsive, efficient, and customer-centric. Our vision is to be the indispensable AI partner for the insurance industry, constantly evolving to meet the dynamic needs of carriers, agencies, and agents worldwide.

Insurance Segments We Work With

ACA Health Insurance

Access customized individual and family health insurance plans through the Affordable Care Act (ACA) from premier national providers, suited to your client’s needs.

Supplemental Insurance

Find the best supplemental insurance plans that can assist in covering out-of-pocket medical costs like copays and deductibles in the event of a serious illness or accident.

Life Insurance

Secure client’s family's financial future with the right life insurance policy. Get covered in minutes.

Insurance Copilot Key Features

Faster Processes

Save up to 80% review time and increase both customer satisfaction and agents productivity.

Real-Time Market Insights

Provide agents with real-time market insights on ACA health plans, life insurance trends, group and supplemental or ancillary insurance product landscapes, enabling them to stay informed and offer up-to-date advice.

Proactive Client Education and Communication

Insurance Copilot can assist agents in educating clients about health insurance plans, terms, and coverage details. This fosters transparent communication and helps clients make well-informed decisions about their insurance needs.

Continuous Training and Education

Insurance Copilot facilitates ongoing training for health insurance agents, keeping them updated on new plan information, policy changes, and industry regulations. This ensures that agents remain well-informed and capable of providing expert advice to clients.

Risk Assessment Precision

Insurance Copilot enhances the accuracy of risk assessments by analyzing diverse health-related data points. This ensures that insurance agents can offer clients policies that align with their health conditions, reducing the likelihood of coverage gaps.

Personalized Recommendations

Tailor insurance solutions based on individual client profiles, preferences, and needs, enhancing the ability to offer highly customized ACA health plans, life insurance policies, group and supplemental insurance plans

Effortless Enrollment Processes

Streamline and simplify the enrollment process through a user-friendly interface, minimizing paperwork and saving time for both agents and clients.

Competitive Advantage

Embracing Insurance Copilot positions insurance agents as forward-thinking professionals, providing a competitive edge in a rapidly evolving industry. Clients are likely to appreciate and trust agents who leverage advanced technologies to enhance their services.

How Insurance Copilot (IC) Works:

Insurance Copilot (IC) harnesses the cutting-edge capabilities of AI via a proprietary GPT (Generative Pre-trained Transformer) or Private Copilot empowering insurance agents to enhance decision-making.

By compiling data from nationwide health, life, group and supplemental insurance plan documents, IC fine-tunes its model to deliver responses enriched with industry-specific insights, capturing the intricacies of the insurance plans.

Behind the scenes, Insurance Copilot integrates extensive insurance plan data from various carriers into a secure, Azure-based cloud database. This data is then processed by a sophisticated AI model, specifically trained to analyze and compare insurance plans. Through a private Copilot powered interface, IC provides insurance agents with instant access to detailed plan information, comparisons, and personalized plan suggestions based on unique client scenarios. This technical infrastructure ensures fast, accurate, and user-friendly access to a comprehensive range of insurance options.

Why Insurance Copilot

Discover our dedication to clarifying complex insurance terms, ensuring customer satisfaction, offering instant quotes from top insurance providers, and being there for you in your toughest times.

Leading Insurance Copilot: 1st in the industry

Unbiased Advice: Keeping Customers

100% Reliable: Regulated by

US Tech Support: Made stress

Use Cases

Insurance Copilot provides several valuable benefits to insurance agents, enhancing their capabilities, efficiency, and overall effectiveness in the insurance industry. Here are ways in which Insurance Copilot assists insurance agents:

ACA Health Insurance

Health Insurance Quotes

Health Insurance Marketplace

Life Insurance

Types of Life Insurance

Life Insurance Quotes

Life Insurance Riders and Policy Changes

Final Expense

Supplemental Insurance

Short-Term Medical

Dental Insurance

Dental Insurance

Supplemental Insurance

Group Insurance



For insurance agents who want to leverage AI to select plans.
$ 99 mo. / per agent
  • Get started with a 14-day free trial
  • Full access to all plans, in all 50 states
  • Access plan materials with direct hyperlinks


Fully Customized private AI Copilot for Insurance Agencies
Contact Us for a customized quote
  • Full access to all plans, in all 50 states
  • Access plan materials with direct hyperlinks
  • Fully customized, agency branded Private AI Copilot


IC is an advanced AI solution crafted to optimize ACA Health, Life, and Supplemental Insurance through smart AI-driven insights. It equips insurance agents and brokers with up-to-date information on the latest insurance plans.

IC processes comprehensive data from the most recent Affordable Care Act (ACA) Health, Life, and Supplemental Insurance plans. It then provides instant answers through an AI chat agent interface available through a specialized GPT accessible via the OpenAI marketplace, or a Private AI Copilot. Insurance Copilot simplifies this important data into clear, concise language.

IC meticulously examines and contrasts diverse insurance offerings, aligning them with the specific requirements and desires of clients to assist agents in identifying best choices. This encompasses swift evaluations of insurance plans, forecasting adjustments in plan coverage, and supplying concise summaries and comparisons of plans.



14631 SW Millikan Way, Beaverton, OR 97003



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