AI Partner Portal for Health Payers. Brokers sign up, refer groups and see their own book.
AI Partner Portal gives brokers and general agencies an application form on your site. The AI researches the agency's website and presence before your broker-relations team decides, attributes every group and member a broker brings, and gives each broker a view of their own groups. Licensing checks and contracting decisions stay with your people.
TRY AI PARTNER PORTAL FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“Send each broker application to broker relations with a summary of the agency's presence.”
Lisa“Done: each broker application now reaches broker relations with a short summary of the agency's site and presence. Approval stays with your team.”
Any setting, in any module · applied only on your yes
How Health Payers use it
A small-group agency applies through your broker page; the AI summarizes its website and presence for broker relations to review.
A group quote request arrives through a broker's referral link, and the group is attributed to that agency automatically.
A broker opens the portal to see which of her groups have renewal proposals still open this quarter.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Partner and reseller application form on your site
- The AI researches the applicant, site, presence, fit, before you approve
- Referral attribution on every lead; a partner view of their own customers
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.
Questions & answers
AI Partner Portal for Health Payers: questions & answers
Can brokers apply to sell our plans through the website?
Yes. The partner application form sits on your site, and the AI researches each applicant's site and presence before your team reviews it. Licensing verification and contracting decisions stay with broker relations.
How are employer groups attributed to the broker who brought them?
Each broker gets a referral link, and every lead that arrives through it is attributed to that agency. The attribution shows on the group's record and in the broker's own view of the portal.
What can a broker see in the partner portal?
Their own groups and referrals, never another agency's book. Member-specific information follows your verification and privacy rules, so the portal shows the relationship rather than claims or health details.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Health Payers ›
Answers & books
Sells
Helps your team
Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
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Give Lisa your website.
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Try it free on your own business — no credit card, per company, never per seat.
Or call +1 (954) 736-3939 — the AI answers.