In the midst of the high volume of Open Enrollment 2026, Artificial Intelligence, through chatbots and voice virtual assistants, becomes an indispensable ally for insurance agents. This technical guide explores how AI can optimize lead triage, automate scheduling, and provide 24/7 support, both via chat and phone. Discover how this technology, integrated with your CRM, frees up your time for more complex sales and ensures efficient service, transforming the client experience and your agency's...
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In the midst of the high volume of Open Enrollment 2026, Artificial Intelligence, through chatbots and voice virtual assistants, becomes an indispensable ally for insurance agents. This technical guide explores how AI can optimize lead triage, automate scheduling, and provide 24/7 support, both via chat and phone. Discover how this technology, integrated with your CRM, frees up your time for more complex sales and ensures efficient service, transforming the client experience and your agency's...
Ep 05 - Carrier Exits in OE 2026 – Turning Crisis into Opportunity
CRM Day Talks - Insurance (English)
5 minutes
4 months ago
Ep 05 - Carrier Exits in OE 2026 – Turning Crisis into Opportunity
In the 2026 Open Enrollment, major carriers like Aetna/CVS Health, Health Alliance, and Quartz will exit the ACA market in several states, impacting millions of clients. In this episode, we break down the reasons behind these exits and share key strategies for insurance agents. Learn how to use a CRM to identify affected clients, proactively communicate changes, plan smooth transitions to new plans, and turn this challenge into an opportunity to build loyalty and grow your book of business.
CRM Day Talks - Insurance (English)
In the midst of the high volume of Open Enrollment 2026, Artificial Intelligence, through chatbots and voice virtual assistants, becomes an indispensable ally for insurance agents. This technical guide explores how AI can optimize lead triage, automate scheduling, and provide 24/7 support, both via chat and phone. Discover how this technology, integrated with your CRM, frees up your time for more complex sales and ensures efficient service, transforming the client experience and your agency's...
