AInstein Works While You Sell
An AI workforce that answers your clients, watches your book, finds your leads, and reads the room — so every broker can operate like they have a team of ten.
What AInstein Does
Underwriting Intelligence
Cross-references every carrier's knockout questions, height/weight charts, and declinable medications in seconds. Tells you exactly who approves, who declines, and why — while you're still on the call.
Agent OnlyLive RX Pricing
Real-time GoodRx medication pricing by zip code. Corrects misspellings, identifies generics, flags brand-only drugs, and surfaces patient assistance programs — instantly alongside every UW assessment.
Live DataClient Service
24/7 AI client service via SMS and email. AInstein knows your carriers cold — plan details, deductibles, member portals, formularies, network lookups. Clients never wait for a callback again.
Client FacingRetention Intelligence
Every client conversation is scored for sentiment, frustration, and churn signals. AInstein maintains a live health score for every client in your book and tells you who needs your attention — before they leave.
NewLead Intelligence
AInstein reaches out to over 1 million self-employed individuals across 34 states. Import from our database with one click — AInstein fires the first personalized message within 60 seconds of every new contact.
NewIntelligent Escalation
AInstein handles 85% of everything. When a conversation escalates — angry client, legal language, repeated frustration — AInstein pauses, sends you an instant text alert, and holds the line until you take over.
AInstein PauseClient PWA
Your clients install your branded AInstein app on their phone — one tap from Safari or Chrome. AInstein lives there permanently, always a tap away, always in your name and your voice.
MobileEmail Drafting
AInstein Mail lives in your Gmail inbox. Start typing a client email and AInstein completes it — carrier-aware, tone-matched, and accurate to that client's specific plan and history.
Gmail ExtensionProactive Outreach
AInstein doesn't just react — it initiates. Renewal reminders 30 days out. Open enrollment campaigns. Carrier network change notifications. Life event touchpoints. Your clients feel taken care of automatically.
NewBuilt for Speed
AInstein watches
your book.
Every conversation your clients have with AInstein is read for more than just the question being asked. Tone. Frustration patterns. Churn signals. Satisfaction trends. AInstein builds a living picture of every client relationship — and tells you when one is at risk before it's too late.
AInstein reads
between the lines.
Invisible to the client, hidden from the broker, embedded into every single response AInstein generates — a complete emotional and intent analysis of the conversation. Not stored for reporting. Operating silently as the conscience of every interaction.
This is Layer 2 Sentiment Intelligence — the system that powers health scoring, pause detection, churn prediction, and the Monday Brief. Zero extra cost. Zero extra API calls. Running inside every response AInstein has ever sent.
"score": 31,
"tone": "frustrated",
"intent": "billing_dispute",
"churn_risk": true,
"escalation_needed": false,
"topics": ["billing","service_failure","urgency"],
"consecutive_frustration": 2
}]
A million introductions
waiting to happen.
Over 1 million self-employed individuals across 34 states are in AInstein's reach right now. Truckers. Contractors. Restaurant owners. Salon operators. Auto body shops. People who need health insurance and have nobody walking them through it.
Search by business type, city, and radius. Import with one click. AInstein fires the first message within 60 seconds — carrier-aware, personalized, and entirely in your voice.
Two AInsteins. One Mission.
UW AInstein
- Full carrier eligibility matrix in seconds
- Knockout question cross-referencing across all carriers
- Live GoodRx medication pricing by zip code
- Height/weight chart assessment built in
- Flags declinable medications before you submit
- Recommends best routing for every client profile
- Identifies generics and patient assistance programs
- Works while you're on the call — no tab switching
CSA AInstein
- Answers plan and benefit questions 24/7 via SMS and email
- Responds in your voice, your name, your brand
- Carrier-specific knowledge — formularies, portals, networks
- Scores every conversation for sentiment and churn risk
- Maintains a health score (0–100) for every active client
- Sends Monday Morning Brief — your full book health portrait
- Detects escalations and texts you immediately (AInstein Pause)
- Proactive renewal, enrollment, and life event outreach
- Fires first message on every new lead within 60 seconds
- Escalates only when a situation needs a human touch
Every client served.
Every book protected.
Every lead followed up.
AInstein never stops.
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