Stop losing $50,000
Group Health Accounts
to voicemail.
The ultimate AI receptionist for employee benefits brokers and HR consultants. Stop losing $50,000 group health accounts to voicemail. We provide 24/7 call answering, qualify company headcounts, and deliver automated open enrollment support, booking discovery calls directly into Salesforce while your brokers are busy presenting renewals.
AI Benefits Coordinator
Qualifying corporate prospect
Incoming Call • Missed by Dispatch
"Hi, I'm the HR Director for a 150-person manufacturing company, and we're looking to switch our group health plan before Q3."
AI Processing
- Verified employee head count (150 lives)
- Captured current carrier & renewal date
- Scheduled discovery call with Senior Broker
Response Time
< 5 Seconds
You can't answer the phone while presenting a renewal strategy to a board of directors.
Every missed call is a lead calling the next company on Google. Here is how Citgentic solves the biggest headaches in your industry.
The Open Enrollment Nightmare
During Q4, your office is flooded with employees asking, "Is my dentist in-network?" Our benefits answering service acts as a tier-1 support shield, handling basic coverage FAQs so your account managers can breathe.
Pitching Unqualified Groups
Stop wasting your top brokers' time on 2-person startups when your minimum is 50 lives. The AI acts as your virtual HR assistant, asking critical qualifying questions about company size and industry before booking a meeting.
Missing Decision Makers
When a frustrated CEO or HR Director decides to shop their benefits, they want to talk to someone immediately. With 24/7 call answering, our AI engages them instantly before they call a competing brokerage.
Built for the complex reality of employee benefits.
General AI bots fail in complex service businesses. Ours is trained on thousands of real calls in your specific industry.
Smart Caller Routing
It doesn't just take messages. The AI can instantly detect if the caller is an employee needing an ID card (routing to support) or an HR Director looking for a quote (routing to a producer).
Automated Census Intake
Collects the prospect's company name, employee count, current carrier, and renewal date, injecting the structured data straight into AgencyBloc or HubSpot before the first meeting.
Claims & Carrier Handoffs
If an employee calls regarding an urgent denied claim or hospital admission, the AI detects the severity and immediately hot-transfers the call to your dedicated claims advocate.
Missed Call Text Back
HR managers are busy. If they call while you are on the other line, the system instantly texts them a calendar link to book a 15-minute benefits consultation on their own time.
""During Open Enrollment, our team was drowning in employee phone calls. This AI receptionist for employee benefits brokers now handles all the tier-1 questions and flawlessly qualifies our inbound corporate leads. It's fully integrated with our CRM.""
We plug into the software you already use
Ready to clone your best dispatcher?
Stop missing calls and start scaling your service business. Book a demo to see an AI agent built specifically for your company.
Get Started Today