AI Qualification Agents

Qualify thousands of leads simultaneously

AI agents conduct SMS qualification conversations with thousands of health insurance leads at once. Scale your pipeline without hiring more staff.

TCPA compliant from day one

Built-in state-by-state quiet hours enforcement, automatic opt-out handling, and GSM-7 message sanitization. Every text meets regulatory standards.

Collect real member data

Agents gather household size, income range, current coverage status, zip code, and preferred plan type through natural SMS conversations -- not rigid forms.

Instant agent notifications

When a lead qualifies, licensed agents are notified instantly via Discord with full conversation context, collected data, and a call-now recommendation.

Use Cases

What AI qualification agents handle for you

From initial outreach to qualified handoff, AI agents manage the entire lead qualification workflow so your licensed agents only talk to ready-to-enroll prospects.

SMS Qualification

Qualify leads via text message

AI agents send outbound texts to health insurance leads, engage in natural qualifying conversations, and determine coverage eligibility through a series of targeted questions.

✓ Automated outbound SMS blasts
✓ Natural qualifying conversations
✓ Income & subsidy eligibility checks
✓ Household & dependent data collection

Plan Matching

Match leads to the right coverage

AI agents use collected data to identify which plan types fit each lead -- ACA marketplace, Medicaid, Medicare, or short-term -- and route them to the appropriate licensed agent.

✓ ACA marketplace qualification
✓ Medicaid & Medicare screening
✓ Special enrollment period detection
✓ Zip-code-based plan availability

Agent Alerts

Notify agents the moment a lead qualifies

Real-time Discord notifications alert your licensed agents when a lead is qualified and ready to enroll. Full conversation history and collected data are delivered instantly.

✓ Real-time Discord alerts
✓ Call-now vs. scheduled callback
✓ Full lead profile with conversation
✓ Pipeline dashboard visibility

Compliance Built In

Built for health insurance compliance

Every qualification conversation follows TCPA regulations, respects state-specific quiet hours, and handles opt-outs automatically. No shortcuts, no risk.

State-by-state quiet hours

Outbound texts are automatically blocked outside permitted hours for each state. Area-code-based timezone detection ensures every message is sent within legal windows.

Automatic opt-out handling

STOP, UNSUBSCRIBE, CANCEL, and other opt-out keywords are detected instantly. Opted-out numbers are permanently blocked from future outreach.

GSM-7 message sanitization

Every outbound message is sanitized to the GSM-7 character set. No smart quotes, no emoji, no encoding issues that could cause delivery failures or split messages.

Toll-free number compliance

Rate-limited sending at 3 messages per second per number. Twilio error code monitoring catches carrier filtering and opted-out number violations automatically.

Opt-out language in every message

Every outbound text includes "Reply STOP to opt out" language. No exceptions, no overrides, no way to accidentally send a message without it.

Complete message audit trail

Every SMS sent and received is logged with timestamps, delivery status, and conversation context. Full audit trail for compliance reviews and dispute resolution.

SMS-First

Text first. Call when they are ready.

Most health insurance leads ignore calls from unknown numbers. SMS gets a response. AI agents qualify leads over text, then hand off to licensed agents only when the lead is ready to talk.

✓ Higher response rates than cold calls
✓ Leads respond on their own time
✓ Full conversation history for context
✓ Warm transfers to licensed agents

Outbound SMS

Initial lead contact

AI Conversation

Qualifying questions

Data Collection

Member information

Agent Alert

Discord notification

Warm Transfer

Licensed agent call

Dashboard

Pipeline visibility

Lead Profile

Maria Johnson

ACA Marketplace Household: 3 Subsidy Eligible

AI Agent SMS

"Hi Maria! Based on your household size and income, you may qualify for premium subsidies on a Silver plan. Would you like a licensed agent to walk you through your options? They can call at a time that works for you."

Intelligent Qualification

Every conversation is personalized

AI agents use collected lead data to personalize every SMS. Past responses, demographics, coverage needs, and eligibility indicators all inform the next message in the qualification flow.

✓ Lead data drives conversation flow
✓ Full conversation history context
✓ Income and subsidy awareness
✓ Plan-type recommendation logic

Human + AI

AI qualifies. Licensed agents close.

AI agents handle the high-volume qualification work while your licensed agents focus on closing enrollments. Seamless handoff ensures every qualified lead gets a human call with full context.

✓ Automatic handoff when lead qualifies
✓ Full conversation context for agents
✓ Manual takeover at any point
✓ Dashboard for pipeline oversight

AI agent qualifies via SMS

Lead responds to outbound text. AI agent collects household size, income range, current coverage, and preferred plan type through natural conversation.

Lead qualifies -- agent alerted

Lead meets qualification criteria. Discord notification fires instantly with collected data, conversation transcript, and call-now or callback recommendation.

Licensed agent closes the enrollment

Licensed agent calls with full context -- knows the lead's needs, eligibility, and preferences before saying hello. Higher close rates, shorter calls.

Pipeline

AI qualifies. Dashboard tracks. Agents close.

The qualification pipeline routes leads through AI-powered SMS conversations, collects member data, determines eligibility, and delivers qualified prospects to your agent team with full context.

Learn about orchestration

Lead Ingestion

CSV or webhook

SMS Sent

Qualifying

Qualified

Integrations

Connected to your existing stack

AI qualification agents integrate with your lead sources, notification channels, and dialer systems to fit into your existing workflow.

Twilio SMS

Outbound & inbound messaging

Discord

Real-time agent notifications

LeadProsper

Webhook lead ingestion

ViciDial

Auto-inject qualified leads

CSV Upload

Bulk lead ingestion

REST API

Custom integrations

Trust & Visibility

Full visibility into every qualification

See every conversation, every data point collected, every qualification decision. The dashboard gives you complete oversight of your AI-powered pipeline.

Conversation logs

Every SMS sent and received is logged with timestamps and delivery status. Review any qualification conversation in full context from the dashboard.

Qualification decisions

Understand why each lead was qualified, not qualified, or still in progress. See collected data, eligibility indicators, and AI reasoning for every outcome.

Pipeline dashboard

Real-time metrics on leads contacted, response rates, qualification rates, and agent close rates. See your entire funnel from outbound text to enrollment.

Compliance guardrails

TCPA quiet hours, opt-out enforcement, and message content rules are always active. Guardrails cannot be overridden, ensuring every text meets compliance standards.

Turn every health insurance lead into a qualified prospect

AI qualification agents work around the clock so your licensed agents only call leads who are ready to enroll.

Get started

AI agents that qualify health insurance leads, not just chat with them