AI Meetings runs the video sessions a health plan books through its Front Office: an employer's virtual open-enrollment meeting, a broker's renewal review, a provider office's orientation to your claim rules. Up to eight people join, plan documents are shared, and the transcript and summary land on the group's record. Regulated mode runs without recording when your policy requires it.
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You talk. Lisa sets it up.
You“Run member counseling sessions without recording; record broker and employer meetings with a summary.”
Lisa“Done: member counseling sessions run in regulated mode without recording; broker and employer meetings keep a transcript and summary on the record.”
Any setting, in any module · applied only on your yes
How Health Payers use it
A remote employer group joins a virtual open-enrollment session; the account executive shares the plan comparison and the summary lands on the group record.
A broker renewal review with three agency staff produces a summary listing the plan changes the broker asked to have priced.
A member's enrollment counseling session runs in regulated mode, with no recording, because your policy requires it for member conversations.
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 Chat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
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Questions & answers
Yes. The meeting is booked by the Front Office, up to eight people join by video, and your plan documents are shared during the session. The transcript and summary go on the employer group's record.
Yes. Enrollment counseling with an individual member can run in regulated mode, which keeps no recording. You decide which meeting types use it, and broker or employer sessions can keep their transcript.
The summary lands on the broker's and the group's record with the follow-ups mentioned in the meeting. The account executive sees them next to the group's open quotes and renewal date.
Keep exploring
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Health Payers ›
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REAL AI - the whole Front Office is AI, not old software with an AI button.
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