Winner CES 2026 · ISE 2026 · TMCnet 2026

AI Quoting for Health Payers. Group quote management for health plans, priced by people

AI Quoting is group quote management for health plans: each broker or employer request becomes one record, from the request to the accepted quote. Every rate line is priced by your underwriters under Price the lines, nothing reaches the broker before your yes, and the follow-up runs in the account manager's name.

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7 days free · per company, never per seat · nothing to install

Zanus AI · AI Quoting · Approval

Approval

By default every quote waits for a person; a change to the money that a broker asks for always waits, whatever the setting.

Easy setupSet up everything just by talking to Lisa AISee how ›

You“Make our group quotes valid for thirty days.”

Lisa“Group quotes stay valid for thirty days from each yes, instead of fourteen. Apply?”

You talk. Lisa sets it up. Applied only on your yes.

How Health Payers use it

A broker e-mails a renewal request for a forty-employee group; it lands on Inbound marked as arriving by e-mail.

Underwriting prices each coverage tier, then group sales checks every line and the total on Preview and authorize.

The employer opens the quote page, accepts it by typing a name, and the time of acceptance is recorded.

REAL AI - the whole Front Office is AI, not old software with an AI button.

What’s included

Quotes from your own inventory, from the products of your Shopify stores, or typed by hand; prices read from the record, not calculated by the AI
Requests to buy from the phone, the chat, e-mail, web forms, the demo or a purchase order, filed for your yes
Your yes in one click, or automatic under a cap you set; price revisions always wait; every version kept
Your own document on your letterhead, your terms, shipping and tax lines, a page the customer accepts on; or the store’s payable draft order
Opened, accepted, paid, shipped and delivered on one record; the invoice numbered the moment it is paid; payments recorded by hand
Follow-up from the send until the customer pays or declines; a reply pauses it and goes to your sales desk

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 Quoting does, for every business ›

Works withAI Phone AI Webchat AI E-mail AI Web Forms AI Inventory AI CRM AI Auto-Call Lisa, your AI assistant

Group quotes

Small group renewal quotes from request to acceptance

One record per request

A quote request by phone, chat, mail or form lands on Inbound with what the broker said and where it came from.

Priced by your underwriters

Each rate line waits under Price the lines for the person who prices it, never for the AI.

Your yes before it goes

Preview and authorize shows every line and the total; a revision is a new version that waits again.

Accepted on its own page

The employer reads the lines and the total, accepts by name or asks for a change on the same page.

Set-up

Quote approval for underwriters, set up in 2 minutes

Your letterhead

Choose one of the three looks, add your logo and brand color, and the number prefix of your quotes.

Who prices what

Tell Lisa which lines your underwriters price by hand, so those quotes wait for them first.

Validity and wording

Set how long a quote stays valid and write your terms once; they are translated for each reader.

Send a first quote

Try the Front Office free for 7 days with no credit card and send your first group quote this week.

Questions & answers

AI Quoting for Health Payers: questions & answers

Does the AI set a group's rates?

No. Every price comes from your list or from the person who prices the line; a line priced by an underwriter waits under Price the lines before the quote moves on. The AI never works out a rate.

Can a broker ask for a change to a quote?

Yes. Ask for a change on the quote page reaches your group sales desk, and a change to the money becomes a new version that waits for your yes, whatever your settings say.

Are unanswered group quotes followed up?

Yes. The group quote follow-up is signed by your account manager from the day the quote is sent: a first note, a reminder and a last note before it expires. You can pause or stop it on the row, and a declined quote stops it by itself.

Can an employer accept a quote online?

Yes. The employer or broker opens the quote page, sees every line and the total, and accepts by typing a name. For quotes accepted online by employers, the name and the time stay on the record, and you see when the quote was opened.

Is the quote written in the broker's language?

Your wording is translated when the reader speaks another language, and your terms are never rewritten. The quote carries your logo, brand color and validity period.

Keep exploring

Where next?

Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Health Payers ›

Award-winning AI

Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.