Winner CES 2026 · ISE 2026 · TMCnet 2026

AI Web Forms for Health Payers. Health plan quote request forms answered on the spot

AI Web Forms turns your health plan quote request forms into an answer on the spot: a broker's small-group request with the census attached, a shopper asking for plan information, an employer's new-hire form. The details are checked, a contact is made, a missing file is asked for and the right team is told.

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Zanus AI · AI Web Forms · Questions
Health plan quote request forms: the standard fields, up to five questions and screening rules for urgent requests

Questions

The standard fields and up to five questions of your own; screening rules tell your team about an urgent request at once, or decline politely.

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

You“On broker quote forms, ask the group size and effective date, and require the census.”

Lisa“Broker quote forms now ask the group size and the effective date, and require the census file. Apply?”

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

How Health Payers use it

1

A broker submits a quote request at 6 PM without the census; the thank-you carries an upload link for the file.

2

A shopper asks for plan information during open enrollment and receives the plan guide through a private link right away.

3

A request from a domain on your competitor list is held for a person, and nothing is sent until someone decides.

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

What’s included

  • Any form on your site, contact, quote, demo request, application, answered in seconds, not the next morning
  • The lead qualified and scored from what they wrote; the first reply sent immediately in their language
  • E-mail verified (syntax, domain, deliverability) before anything is promised to it
  • Contact record created; the owner alerted; the next step proposed
  • Forms translated into your customers' languages; embedded on any site
  • Feeds every automation you add: booking, quoting, follow-up, the AI Demo

Your forms

Small group quote intake and plan information requests

Small-group quote requests

Group size, effective date, current coverage and the census file, asked in one form, with a draft quote opened for group sales.

Plan information requests

A shopper who fills in the plan information request form receives your plan guide through a private link that expires after the days you set.

Employer change forms

A new hire or a termination sent by HR is confirmed on the spot and filed for your enrollment team.

Held for your yes

Costly deliveries can wait for a person's approval, given on the page or from a mail with two one-time links.

Set-up

Speed to lead for health plans, set up in 2 minutes

1

Start from a template

Pick the quote request, call me back or download template and change the title brokers and shoppers see.

2

Add your questions

Ask up to five questions of your own, such as group size, effective date and the census upload.

3

Paste one line

Copy the form's line and paste it on your broker page, or hand it to whoever edits your site.

4

Seven days of requests

Run your forms free for 7 days with no credit card and read every request they answered, held or filed.

Questions & answers

AI Web Forms for Health Payers: questions & answers

Can a health plan answer broker quote requests within seconds?

Yes. The reply leaves the moment the request passes the checks you chose, in the broker's language and signed by your desk. A draft quote opens for group sales to price, and nothing priced goes out from the form.

Can the form collect a census file?

Yes. On a census upload form for brokers, a question asks for the file, and when no file came, the thank-you carries an upload link. The file goes to the contact's record, never into the knowledge the AI answers from.

Can urgent requests reach a person at once?

Yes. A screening rule reads an answer, for example a start date in the next two weeks, and marks the request urgent so your group sales desk is told at once.

Are fake or competitor requests filtered out?

Each form can check for a company e-mail, a real website and a verified address, and a domain on your competitor list always holds the request for a person. Spam never shows.

Can the forms be translated for members and brokers?

Yes. Add the language codes and the form is translated, and the auto-reply is written in the sender's language. One line on your website shows the form where you want it.

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.

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

Awards & trade shows ›
TMCnet Enterprise AI Product of the Year 2026
Visitors meeting Zanus AI live at a 2026 trade show
Hands-on with the Zanus AI demo at a 2026 technology trade show

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