Unified lead and member profiles that power every conversation.
Unify lead qualification data, policy information, conversation history, and enrollment status into one live profile. Every AI agent and human agent sees the complete picture.
The data platform built for health insurance
Generic CRMs lose context between lead sources, conversations, and enrollment. Athena Text unifies everything into one profile so every touchpoint drives the member forward.
Lead profiles with qualification status
Every lead gets a living profile that captures source, qualification answers, coverage needs, household size, income bracket, and current insurance status. AI agents and human agents see the same complete picture in real time with no data silos.
Duplicate detection and dedup
AI-powered identity resolution matches leads across phone numbers, email addresses, and lead sources. Automatic deduplication, merge rules, and data quality scoring ensure you never waste agent time on duplicate records or conflicting profiles.
Policy and enrollment data
Track plan type, carrier, effective dates, premium amounts, enrollment status, and renewal windows in every member profile. When a member calls or texts, agents instantly see their full coverage history without toggling between systems.
Compliance audit trail
Every opt-in, opt-out, consent record, TCPA acknowledgment, and quiet-hours check is logged with timestamps. Full audit trail for regulatory compliance means you can demonstrate adherence to CMS, state, and federal requirements at any time.
Lead data that drives every enrollment
From initial qualification to policy renewal, unified profiles transform every interaction into a contextual, compliant, and conversion-focused experience.
Conversation history across channels
Every SMS, phone call, chatbot interaction, and email is threaded into one conversation timeline per lead. When a human agent picks up where AI left off, they see the full context: what was asked, what was answered, and where the lead stands in qualification. No repeated questions, no lost context.
Agent handoff context
When AI qualifies a lead and transfers to a licensed agent, the complete profile travels with it: coverage needs, household details, budget range, preferred callback times, and every qualifying answer collected. Agents start selling immediately instead of re-qualifying from scratch.
Enrollment funnel tracking
Track every lead from source through qualification, agent assignment, application submission, and enrollment confirmation. Identify exactly where leads drop off, which sources produce the highest enrollment rates, and which agents close fastest.
Lead ingestion and enrichment
Capture every lead from every source and enrich profiles automatically as conversations progress through qualification.
Multi-source lead ingestion
Ingest leads from LeadProsper webhooks, CSV uploads, web forms, and manual entry. Each source is tagged and tracked so you know exactly which campaigns and vendors produce the best enrollment outcomes.
AI-driven profile enrichment
As AI agents qualify leads via SMS, every answer automatically enriches the profile: coverage type, dependents, income range, pre-existing conditions, and preferred contact method. No manual data entry required.
Enrollment lifecycle stages
Automatically categorize leads into lifecycle stages based on qualification progress: new, contacted, qualifying, qualified, assigned, applied, enrolled, and renewed. Stages update in real time as conversations progress.
Compliance event logging
Every opt-in, opt-out, STOP request, quiet-hours check, and TCPA consent event is captured with full timestamps and context. Custom events for SOA signatures, enrollment confirmations, and carrier responses are tracked automatically.
Lead and member intelligence
Transform raw lead data into actionable intelligence with built-in scoring, qualification tracking, and identity management for health insurance workflows.
Lead qualification scoring
Score leads based on coverage needs, responsiveness, income bracket, enrollment window proximity, and conversation engagement. High-scoring leads get routed to top agents immediately. Low-scoring leads enter nurture sequences. Scores update in real time as new data is collected.
- ✓ Multi-factor qualification scoring
- ✓ Real-time score recalculation
- ✓ Score-based agent routing
- ✓ Configurable scoring thresholds
Enrollment analytics
Track enrollment metrics across the entire pipeline without manual reporting. Conversion rates by lead source, average time to enrollment, agent close rates, and plan type distribution are calculated continuously and available for segmentation and optimization.
- ✓ Source-to-enrollment conversion tracking
- ✓ Time-windowed metrics (7d, 30d, 90d)
- ✓ Agent performance correlation
- ✓ Plan type and carrier breakdowns
Renewal and retention tracking
Monitor policy renewal windows, premium changes, and member satisfaction signals. Identify at-risk members before they lapse. Calculate member lifetime value, renewal rates by carrier, and retention impact of proactive outreach campaigns.
- ✓ Renewal window alerts
- ✓ Member lifetime value calculation
- ✓ Churn risk prediction
- ✓ Proactive outreach triggers
Identity management
Resolve lead identity across phone numbers, email addresses, lead vendors, and enrollment systems. Deterministic matching on phone and SSN ensures accurate profile unification. Configurable merge rules handle conflicts, and full audit trail tracks every identity resolution decision.
- ✓ Cross-source identity resolution
- ✓ Phone and email-based matching
- ✓ Configurable merge rules and conflict resolution
- ✓ Complete merge audit trail
AI-powered lead optimization
Let AI analyze your lead data and surface insights that would take human analysts weeks to identify.
Smart lead segmentation
AI automatically discovers high-value lead segments based on qualification patterns, coverage needs, and engagement behavior. Identify which demographics convert fastest, which coverage types have the highest margins, and which lead sources produce the most enrolled members.
Optimal contact timing
AI learns when each lead is most likely to respond based on historical engagement and timezone data. Every outbound SMS, follow-up, and callback is timed for maximum contact rate. Individual-level precision ensures quiet-hours compliance while maximizing responsiveness.
Channel preference detection
AI predicts which channel each lead prefers for each stage of the enrollment journey. Initial qualification via SMS. Plan comparison via chatbot. Final enrollment via phone call. Channel selection is personalized per lead based on response patterns and stated preferences.
Integration and activation
Lead data is only valuable when it drives action. Every data point flows directly into the tools your agents and AI use every day.
CRM and dialer sync
Push qualified leads directly into ViciDial, Salesforce, or any CRM via real-time webhooks. When a lead qualifies, their complete profile, qualification answers, and conversation history flow into your dialer queue automatically. Zero manual data entry.
- ✓ Real-time CRM push on qualification
- ✓ ViciDial auto-injection
- ✓ Bi-directional status sync
- ✓ Custom field mapping
Lead vendor integration
Bi-directional sync with lead vendors keeps data consistent. LeadProsper leads flow in via webhook. Disposition and enrollment outcomes flow back for vendor optimization. Track cost-per-enrollment by source with automatic reconciliation.
- ✓ LeadProsper webhook ingestion
- ✓ Disposition feedback to vendors
- ✓ Cost-per-enrollment reporting
- ✓ Duplicate rejection with vendor notification
Agent context injection
Inject complete lead context into any conversation, workflow, or agent screen pop. AI chatbots receive the full profile. Contact center agents see coverage needs and conversation history before answering. Every touchpoint is personalized with live lead data.
- ✓ Real-time agent screen pop
- ✓ AI agent context API
- ✓ Conversation summary handoff
- ✓ Dynamic script personalization
Lead data for every health insurance workflow
Unified profiles adapt to the unique data and compliance requirements of every health insurance enrollment scenario.
ACA marketplace enrollment
Track household size, income verification, subsidy eligibility, and plan tier preferences. Monitor OEP and SEP windows per lead. Automatically flag leads approaching enrollment deadlines and trigger agent outreach with complete qualification data ready.
Medicare and supplement plans
Capture age, current Medicare parts, supplement needs, prescription drug requirements, and provider preferences. Track AEP, OEP, and birthday rule windows. Profile data powers compliant conversations that guide seniors to the right coverage without high-pressure tactics.
Short-term and ancillary products
Profile leads with gap coverage needs, dental and vision requirements, accident and critical illness interest, and budget constraints. Cross-reference with ACA eligibility data to recommend the right product mix. Track multi-product enrollment rates per lead source.
Group and employer-sponsored plans
Manage employer accounts with employee rosters, plan options, contribution levels, and enrollment windows. Track individual member profiles within group plans. Monitor participation rates, dependent additions, and qualifying life events that trigger mid-year enrollment opportunities.
Natively integrated with AthenOS
Lead data flows seamlessly into every AthenOS capability. No integration projects, no middleware, no data silos.
Enrollment journeys
Lead profiles and qualification status drive enrollment journey decisions. Real-time data changes trigger journey steps automatically.
AI agents
AI agents access complete lead profiles for context-aware qualification conversations and autonomous decision-making.
Insurance chatbot
Chatbots personalize every interaction with live lead data. Collected qualification answers flow back into profiles instantly.
Member support
Support agents see the full member story before saying hello. Every interaction updates the profile in real time.
Your leads are talking. Make sure every agent has the full picture.
Unify every data point into actionable lead intelligence. Personalize every conversation with complete context. AthenOS delivers it.