ACA bot ยท voice and text
The AI bot that screens ACA leads and keeps them engaged.
Sophia screens health insurance inquiries for household details, runs voice and text follow-up, and sends ready prospects to a licensed ACA agent.
- Runs 24/7
- Your approved script
- Live transfer to licensed ACA agents
Sample conversation. Names are fictional.
Built for ACA conversations.
ACA leads arrive in waves, and many need more than one touch before they are ready. The ACA bot screens each inquiry for state, household size, income range, current coverage and preferred start date.
Between calls, text follow-up handles re-engagement and renewal reminders, so prospects who drifted away get a timely nudge. When someone is ready, the bot transfers them live to a licensed agent who can review marketplace plans.
What it collects
- State
- Household size
- Income range
- Current coverage
- Preferred start date
Handoff
Use cases for the ACA bot.
Open enrollment surge
Absorb peak volume without growing a seasonal dialing team.
Re-engagement by text
Bring back prospects who stopped responding with timely, approved messages.
Renewal reminders
Remind existing clients about renewal so they come back to your agents.
Four steps, every time.
- Step 1
Load your script
Your ACA questions, wording, states, hours and disclosures are set up before launch.
- Step 2
The bot reaches out
It calls and texts each lead, confirms permission to continue and asks your questions.
- Step 3
Answers are logged
Every answer is recorded as it is given, with a full transcript of the conversation.
- Step 4
Live transfer
Qualified prospects transfer live to your licensed ACA agents, with the answers on screen.
Bots qualify and transfer. Quotes, advice and enrollment stay with your licensed agents. Read how we handle compliance.
Can the ACA bot send text messages as well as call?
Yes. Voice handles live qualification, and text handles follow-up, re-engagement and renewal reminders, following the consent and quiet-hour rules you set.
Does it determine subsidy eligibility?
No. It collects household and income range so your licensed agent can review eligibility and plans on the call.
Can we run it only during open enrollment?
Yes. You choose which bots run and when, so you can scale up for enrollment periods and down afterwards.
Sell more than one line?
Put superintelligence to work.
See the ACA bot qualify a lead with your script, then go live with your licensed ACA agents.