AI Demo builds a health plan presentation for employer groups around what the HR manager or the broker asked to see, from your plan materials, and Lisa presents it live on a personal link, in their language. The HR team can interrupt with questions, and your account manager sees what they watched and asked.
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7 days free · per company, never per seat · nothing to install


After the show
Every presentation that ran, the minutes watched, the quote the group asked for, and the questions the AI could not answer, with Answer in the Knowledge.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Hold every presentation request for an account manager before the link goes out.”
Lisa“Automatic approval is off: every presentation request waits for an account manager before the link is sent. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How Health Payers use it
A broker asks to see your small-group lineup for a dental practice; the presentation gives one page to each need he named.
The HR manager and the finance director watch together on a meeting-room screen and ask how the telehealth benefit works.
A question about a group's own rates goes to the gap log for the account manager, never a guessed figure.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Demo does, for every business ›
Works withAI QuotingAI BookingAI Follow-up
The presentation
The request keeps the buyer's own words, and the presentation gives one page to each need they named, such as a network or a telehealth benefit.
The first email carries the whole proposal book as a file to forward to colleagues; the second carries the personal link.
Who opened it, how many pages they saw, the quote they clicked and the question nobody could answer.
Set-up
Keep the standard chapters or reorder them for group sales, and switch off the ones your plans do not need.
Tell Lisa whether clean requests go by themselves or every request waits for an account manager.
Open the presentation on a private preview link and change any page by writing or dictating to the wizard.
Send your first presentation during the 7-day free trial, with no credit card, and read its transcript afterwards.
Questions & answers
An AI presentation of health plan options written for their request: what you understood of their needs, the options that fit, how the network and the member services work and the next steps. Every page comes from your plan materials, and what cannot be grounded is listed as missing.
Only what your team puts in. A price the AI did not find shows as to be discussed, and a group's own rates come from your underwriters through AI Quoting.
Yes. They cut in by voice or type a question, and Lisa answers from your plan materials, then goes back to the page. A question she cannot answer lands in the gap log for your team.
A presentation link stays open seven days at first, and your team can set another number of days in the AI demo settings. An expired link shows a polite page where the buyer asks for more time, and your team extends it in one click.
Keep exploring
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Health Payers ›
Easy setup
Answers & books
Sells
Helps your team
Included
Award-winning AI
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›


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