Winner CES 2026 · ISE 2026 · TMCnet 2026

AI CRM for Health Payers. The CRM for health plans that fills itself

AI CRM is a CRM for health plans that fills itself from every call, chat, e-mail and form: members, brokers, employer groups and provider offices each get one record with the whole story. Deals for new groups open on the first quote request and move as the group acts, while eligibility and claims stay in your own systems.

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

Zanus AI · AI CRM · Contacts

CRM for health plans: everyone who left a name on any channel, with where they came from and their status, real screen

Contacts

A member, broker or HR manager who gives a name and a phone or e-mail on any channel appears on this list, with the channel and the status.

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

You“Add kinds of contact: member, broker, employer group and provider office.”

Lisa“I'm adding member, broker, employer group and provider office as kinds of contact. Apply?”

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

How Health Payers use it

A broker's renewal question, his quote request and two e-mails sit on one agency record before the account manager calls back.

An employer group that went quiet after its proposal shows on the pipeline with the days spent in its stage.

The account manager presses Brief me and reads one page on the group before the renewal meeting.

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

What’s included

Every person and company qualified from the conversations, health score with its WHY, gauges, photo, LinkedIn; nothing typed by your staff
Deals with stages, probability and expected close, created and moved by the events themselves: lead qualified → demo → quote → won
Tasks and to-dos assigned to your people, from the AI or by hand, with reminders; calls, meetings and notes logged on the record
Your own fields on contacts, companies and deals; saved views; tags and segments; record ownership
Pipeline forecast weighted by probability; win / loss review; "ask your pipeline" in plain language
Basic contacts and companies stay in every Front Office, this item adds the qualification, the pipeline and the forecast

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 CRM does, for every business ›

Works withAI Phone AI Webchat AI Web Forms AI Demo AI Quoting AI Booking AI Follow-up AI Tickets AI Returns & Warranty AI Calls Transcripts AI Marketing

One record each

Member contact history and broker relationship tracking

Members

Every call, chat and mail a member started sits on one timeline, so the representative who answers next reads the story first.

Broker agencies

The agency and its people form one company record, with its groups, quotes, tasks and every conversation.

Employer groups

A new group's deal opens on the first quote request and moves forward as the group opens the quote or signs.

Provider offices

A billing service that calls every week has its own record, so provider relations sees what it asked before.

Set-up

An employer group pipeline in 2 minutes

Nothing to type

Every chat, call, form or mail that gives a name and an e-mail lands in Contacts and Leads from the first day.

Your kinds of contact

Tell Lisa the kinds of contact your plan works with, members, brokers, employers and offices, and she fills the settings.

Your stages and fields

Keep the deal stages or rename them for group sales, and add fields such as group size or effective date.

A week of records

Run it on your own lines for 7 days with no credit card and read every contact and deal it created.

Questions & answers

AI CRM for Health Payers: questions & answers

Is AI CRM a replacement for our enrollment or claims system?

No. It holds the health plan front office records of conversations, requests and new business. Eligibility, enrollment and claims stay in your systems of record; the CRM keeps what members, brokers and groups said and asked.

Can it track new employer groups from quote request to won?

Yes. A deal opens when a broker asks for a quote and moves through stages such as qualified, quoted and negotiation as the group acts. Only a person marks a deal lost, and the stage history keeps every move.

Can a broker agency be one company record?

Yes. People with a verified business address at the same domain become one company by themselves, with their deals, tasks and timeline. Your team can edit the record or merge two of them.

Does every member call land on the record?

Every call the AI answers lands on the contact's timeline with its summary, beside the e-mails, chats and forms. Call recording stays off until your plan switches it on.

Who can export member contact data?

Only managers can export member and broker contacts, and every export is logged with the name of whoever ran it. Imported lists wait in Import review until someone accepts them one by one.

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.