Enrollment forms, benefits inquiry forms, Medicare supplement requests, policy review scheduling. L&H agencies need websites and systems that turn prospects into clients year-round, especially during enrollment season. AgentFlow builds everything your agency needs to land more clients.
Life and health agencies need specialized forms for enrollment, benefits inquiries, and Medicare supplements. Generic website builders don't understand your world.
During enrollment season, prospects want to start the process online. Without enrollment request forms, benefits inquiry forms, or Medicare supplement forms on your website, they call around until someone makes it easy. Your team manually collects the same information by phone over and over.
The cost: 30-45 minutes per inquiry spent gathering information that a well-designed form captures in 5 minutes.
AEP, OEP, SEP, employer group renewals, each with different timelines. Without online scheduling, intake forms, and automated reminders, your team goes from manageable to drowning in a single week. Prospects can't self-serve, so every interaction requires a phone call.
The cost: 30-40% of annual revenue concentrated in enrollment windows where capacity is already maxed.
Annual policy reviews are how you retain life and health clients long-term. But scheduling them, preparing the review materials, and following up when clients reschedule (which they will) is a manual process that's easy to deprioritize when enrollment season hits.
The cost: Only 40-60% of clients get their annual review. The rest drift toward competitors.
Your clients share deeply personal health information. Every email, every file, every note needs to meet HIPAA standards. Generic AI tools trained on public data are a compliance risk. You need systems that understand healthcare privacy by design.
The cost: HIPAA violations start at $100 per record. More importantly, a breach destroys trust permanently.
We build L&H-specific websites with enrollment forms, benefits inquiry forms, and automated follow-up that respects the sensitivity of health data and the regulatory requirements of your line.
Results based on agencies completing Phases 1-3 of implementation.
All data processing, storage, and communication channels meet HIPAA requirements. BAAs in place with all infrastructure providers.
Complete audit trails for every automated action. Timestamped logs, version history, and compliance documentation generated automatically.
AES-256 encryption at rest and in transit. Role-based access controls. PHI never exposed to public AI models.
Take our free 10-minute assessment to identify your biggest compliance and efficiency gaps, or book a call to discuss your specific L&H challenges.
Free 30-min call. No commitment required.970.800.1295 · [email protected] · Windsor, CO