Stop losing $5,000
Group Commissions
to voicemail.
The AI receptionist built for high-volume benefits agencies. We answer 24/7, qualify group size, handle repetitive plan FAQs, and book consultations directly into your calendar while your team manages renewals.
AI Group Consultant
Qualifying Inbound Group
Incoming Lead • Team is in a Renewal Meeting
"Hi, we have 45 employees and our current health plan is renewing in 60 days. Can we get a quote comparison?"
AI Processing
- Verified group size (45 lives)
- Identified renewal timeline (Q4)
- Scheduled discovery with Senior Broker
Lead Status
Census Requested
You can't answer the phone while managing a Q4 renewal.
Every missed call is a group lead dialing the next broker on LinkedIn. Here is how Citgentic solves the biggest headaches in benefits.
Enrollment Season Chaos
During peak renewal months, your team is buried in paperwork. Our AI answers every call instantly, ensuring no new business or urgent member issue is ignored.
Repetitive Plan Questions
"What is my deductible?" "Is my drug on the formulary?" The AI can be trained on your client's specific plan documents to handle routine member support perfectly.
Unqualified Group Leads
Stop wasting time with 2-person groups if you only serve mid-market. The AI asks diagnostic questions (lives, industry, current carrier) before booking the broker.
Built for the complexities of benefits.
General AI bots fail in insurance compliance. Ours is trained on thousands of real benefits intake and triage calls.
Smart Broker Routing
It knows your team's specialties. It routes small groups to one rep and 100+ mid-market opportunities to a Senior Partner, syncing with their specific calendars.
Benefit Knowledge Base
Upload Summary of Benefits (SBCs). The AI can answer questions about copays, HSA eligibility, and network status automatically based on the plan name.
Automated Census Collection
The AI can instantly text a lead the link to your census secure upload portal, ensuring your team has the data needed for a quote before the first call.
VIP Handoffs & Transfers
If a large employer calls with an urgent compliance issue or high-value renewal, the AI detects the urgency and warm-transfers to your office manager.
"Renewals season used to be a nightmare for our front desk. Citgentic's AI now handles 80% of our basic member inquiries and qualifies mid-market group leads. It's like adding two full-time assistants for the price of a software subscription."
We plug into the software you already use
Ready to clone your best benefits consultant?
Stop missing calls and start scaling your agency. Book a demo to see an AI agent built specifically for benefits brokers.
Get Started Today