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


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
A broker submits a quote request at 6 PM without the census; the thank-you carries an upload link for the file.
A shopper asks for plan information during open enrollment and receives the plan guide through a private link right away.
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
Available on its own or inside a solution · See pricing › · Per company, never per seat.
Everything AI Web Forms does, for every business ›
Works withAI BookingAI QuotingAI Follow-upAI DemoAI TicketsAI File Cabinet
Your forms
Group size, effective date, current coverage and the census file, asked in one form, with a draft quote opened for group sales.
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.
A new hire or a termination sent by HR is confirmed on the spot and filed for your enrollment team.
Costly deliveries can wait for a person's approval, given on the page or from a mail with two one-time links.
Set-up
Pick the quote request, call me back or download template and change the title brokers and shoppers see.
Ask up to five questions of your own, such as group size, effective date and the census upload.
Copy the form's line and paste it on your broker page, or hand it to whoever edits your site.
Run your forms free for 7 days with no credit card and read every request they answered, held or filed.
Questions & answers
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.
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.
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.
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.
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
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Health Payers ›
Easy setup
Answers & books
Sells
Helps your team
Included
Award-winning AI
REAL AI - the whole Front Office is AI, not old software with an AI button.
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