Try for freeBook a call with us ↗FOR HEALTH INSURANCE AGENTS
A health insurance shopper calls three agents. The first one who answers usually writes the policy. Business Hub OS makes sure your agency is the one that picks up: every call answered, every missed call texted back in under a minute, every quote followed up until it closes.
Start with a 30-day free trial. No credit card required. Then book a call with us and we will walk you through it.
BUILT FOR INSURANCE AGENCIES
THE MATH
Health policies pay renewal commission year after year. A shopper who cannot reach you does not wait; they call the next agent on the list. And it is not only new business. Clients you never remind at renewal quietly shop around, and every one of them took years of follow-up to win in the first place.
Open enrollment compresses all of this into a few frantic weeks. The agencies that answer first write the most business. Run your own numbers and see what the missed calls are worth to you.
HOW IT WORKS FOR YOUR AGENCY
Not generic software with an insurance skin. Business Hub OS handles the exact moments where agencies leak revenue.
During appointments, after hours, and through open enrollment spikes. It qualifies the caller, books them straight onto your calendar, and hands you the summary. No caller waits on hold. No lead waits for a callback.
When a call does slip through, the system texts the caller automatically, so the conversation starts with you instead of the next agent they dial.
Quotes that went quiet get polite, persistent follow-up by text and email until the prospect replies or the window closes. Sticky notes and memory are out of the process.
Check-ins before renewal, dental and vision add-ons, life insurance cross-sell nudges. Every touch logged in the CRM, so nothing depends on anyone remembering.
After enrollment, the system asks happy clients for a Google review. Your next shoppers find five-star proof before they ever call.
Calls, texts, emails, and appointments live in one CRM. Anyone on your team can see the full history of every contact, and nothing falls between the cracks.
LISTEN AND WATCH
Two short briefings from Business Hub OS on the problem every health insurance agent knows: the phone rings while you are in an appointment, a shopper calls three agents and the first one who answers usually writes the policy, and open enrollment compresses everything into a few frantic weeks. Built from this page, nothing invented.
Prefer to talk it through with a person? Book a call with us.
KNOW YOUR NUMBER
Plug in your call volume, your close rate, and your average annual commission. The calculator shows what unanswered calls cost you every month, and what answering them is worth.
STRAIGHT ANSWERS
Yes. Independent and captive agents both use Business Hub OS. If your phone rings and your policies pay renewal commission, the math works.
The AI receptionist answers every call at once. No caller waits on hold and no lead waits for a callback, even on your busiest days.
All messaging runs on your configured rules and your approved business information. You review and approve the workflows before anything goes out, and every message includes required opt-out language.
Your AI agent gets its own business number for calls and texts, connected to your CRM. Your personal line stays personal.
No. It sits alongside them as your agency's operating system: your inbox, your follow-up, your calendar, and your reviews in one connected workspace.
$199 one-time setup with 300 credits, then $99 per month starting one month after signup with 200 credits each month. Higher tiers are available if you need more credits. Start with a 30-day free trial; no credit card required.
30-DAY FREE TRIAL
Your website care, CRM, AI agent, follow-up, and booking, set up around your agency. No credit card required to start. We wrote about exactly this in They Called Three Agents.
Your details go straight to our team and we will get your free trial set up. Prefer to talk? Book a call with us.