Automate enrollment pipelines that run themselves
Design enrollment workflows that automatically route leads through SMS qualification, collect member info, and notify agents when leads are ready for the call.
Run enrollment campaigns on autopilot
Set the rules, define the triggers, and let the platform handle the rest. Every lead gets the right message at the right time during AEP, OEP, and SEP windows.
Enrollment period triggers
Launch campaigns automatically when AEP, OEP, or SEP windows open. Time-based triggers fire outreach sequences so your team never misses an enrollment deadline.
Lead segmentation by plan type
Segment leads in real time by plan interest, age bracket, subsidy eligibility, and state. Route Medicare, ACA, and ancillary leads into the right qualification workflow.
Compliance-timed follow-ups
Deliver follow-up messages within TCPA-compliant quiet hours, respecting state-by-state regulations. Every text lands at the right time in the right timezone.
Agent notification triggers
When a lead qualifies, agents get notified instantly via Discord, SMS, or your dialer. No qualified lead sits idle waiting for a callback.
Workflows for every stage of the enrollment pipeline
From first lead capture to agent handoff, automate the workflows that turn inbound interest into enrolled members.
AEP & OEP campaign automation
Launch multi-step outreach campaigns timed to enrollment periods. Automatically text new leads, follow up with non-responders, and escalate hot prospects to agents before the enrollment window closes.
AI-powered lead qualification
AI conversations qualify leads by collecting plan interest, household size, income range, and current coverage status. Only leads that meet your criteria get routed to licensed agents.
Lead nurture sequences
Keep unresponsive leads warm with automated nurture sequences. Space follow-ups across days and weeks, adapting message content based on prior engagement and plan interest.
Everything you need to build enrollment workflows
A complete toolkit for designing, testing, and deploying automated health insurance enrollment pipelines.
Visual pipeline builder
Map out your entire enrollment pipeline visually. Define lead stages, branching logic based on qualification responses, wait steps for follow-ups, and agent handoff points.
Lead capture webhooks
Ingest leads from LeadProsper, HealthSherpa, web forms, and any source that sends a webhook. Leads enter the pipeline automatically with zero manual data entry.
Enrollment period templates
Pre-built workflow templates for AEP, OEP, SEP, and Medicaid redetermination campaigns. Customize messaging, timing, and qualification criteria for each enrollment window.
Batch SMS campaigns
Send targeted campaigns to filtered lead segments. Schedule blasts, throttle delivery for carrier compliance, and track response rates in real time.
TCPA compliance engine
Built-in quiet hours enforcement by state, automatic opt-out handling, and GSM-7 message sanitization. Every outbound text is compliant before it sends.
A/B message testing
Test opening message variants, follow-up timing, and qualification question order. The platform automatically routes more volume to the variant with the highest qualification rate.
AI that qualifies, routes, and hands off
AI handles the qualification conversation, collects member information, and notifies the right agent the moment a lead is ready.
SMS qualification workflows
AI conducts natural SMS conversations to collect plan interest, household details, income range, and current coverage. Leads are scored and qualified automatically.
Conditional lead routing
Route qualified leads to the right agent based on plan type, state licensure, language preference, and availability. Medicare leads go to Medicare agents. ACA leads go to ACA specialists.
Agent handoff notifications
When a lead qualifies, agents receive instant notifications with the full conversation history, collected data, and a one-click callback option. No context is lost in the handoff.
Compliance-aware timing
AI respects state-by-state quiet hours, TCPA regulations, and carrier rate limits. Messages are queued and delivered within compliant windows automatically.
Every lead source, one enrollment pipeline
Enrollment Journeys connects to your existing lead sources, CRMs, and dialer systems. Leads flow in from any source and get qualified through a single automated pipeline.
- ✓ LeadProsper, HealthSherpa, web form webhooks
- ✓ CSV batch import for aged lead lists
- ✓ ViciDial and dialer integration
- ✓ Discord and Slack agent notifications
- ✓ REST API & webhook support for custom sources
Measure every stage of the enrollment funnel
Real-time dashboards show pipeline performance, qualification rates, agent response times, and campaign ROI across every enrollment period.
- ✓ Enrollment funnel visualization
- ✓ Qualification rate by campaign
- ✓ Agent performance tracking
- ✓ Cost per qualified lead reporting
3.2x
Higher qualification rate vs. cold calls
47%
Reduction in cost per enrolled member
89%
SMS delivery rate across carriers
2.8x
ROI on automated enrollment pipelines
Natively integrated with every Athena Text module
Enrollment Journeys works seamlessly with every other module. No integration required.
Start automating your enrollment pipeline today
From lead capture through AI qualification to agent handoff, Athena Text automates every step of health insurance enrollment.
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