Every channel. One conversation.
Amanda meets every employee where they are. She picks up the phone. She texts on lunch break. She holds a live video meeting at 10pm when the toddler is finally asleep. Every channel feeds one thread.
Plan participants live in seven different inboxes.
Most enrollment platforms pick one and pray. Email goes to spam. Text goes ignored. Voicemail goes unheard. The result is an enrollment rate that looks fine on paper, and a benefits program that nobody actually uses.
Amanda runs every channel an employee actually opens. She remembers the last conversation. She picks up where she left off. She never asks the employee to start over.
Built for the inbox each employee actually checks.
Every channel is real-time, two-way, and stitched into the same thread. Switch from phone to email mid-question and Amanda picks up exactly where she stopped.
The phone call that gets picked up.
Inbound and outbound. Sub-second latency. Native voice in fifteen languages. Amanda calls the right employees at the right time of day in the right language, and she answers when they call back.
- Real-time conversational AI built on Tavus and Anthropic
- Local-number outbound from carrier-grade Twilio infrastructure
- Live escalation to a human counselor with full context handoff
- Every call transcribed, summarized, and logged into the broker dashboard
Two-way text, read in three minutes.
The average text message gets read in under three minutes. The average benefits email gets read in three weeks. Guess which channel actually moves enrollment rates.
- OE nudges, EOI follow-ups, QLE reminders, mid-year claims questions
- Carrier-grade deliverability over Twilio with 10DLC compliance
- Optional WhatsApp for international workforces
- Employee can reply with a question and Amanda answers in under a second
Personalized cadences, in your broker brand.
No Mailchimp-spam look. No generic templates. Every email is signed by Amanda, branded for the broker, and written in plain language. Employees actually read them.
- Configurable cadence per audience (new hire, OE, post-OE, QLE, renewal)
- Plain text by default, rich preview optional
- Carrier-grade deliverability through SendGrid with SPF, DKIM, DMARC alignment
- Reply-to-Amanda inbox routed directly back into the thread
Hi Marcus,
I noticed you started your enrollment last week and stopped at the medical step. Want a quick call to walk through the options? I can have a recommendation ready before we hop on.
I’ll keep it under ten minutes.
Pick a time →The 1:1 meeting that scales to 1,500 people.
Scheduled or on-demand. One-on-one or group webinar. Amanda walks employees through their plan options on a shared screen, runs the math in real time, and answers questions in plain language.
- Live shared-screen plan comparison and HSA tax math
- Auto-record, auto-transcribe, auto-summarize
- Group webinar mode for new-hire cohorts and OE kickoffs
- Calendar handoff to a human counselor when escalation is needed
Embedded in your microsite.
The branded benefits microsite Amanda generates for every client includes a chat widget. Same Amanda, same memory, same depth of knowledge. The widget travels with the employee across desktop and mobile.
- Branded for the broker and the employer
- Live on every page of the enrollment site, including mid-flow
- Synced with the rest of the conversation across channels
- One-click escalation to phone or live video
Inside the workplace your team already uses.
For workforces that live in Slack or Teams, Amanda installs as a native app. Employees ask her a benefits question without ever switching tabs, and HR gets a dashboard showing where help is needed most.
- Native Slack and Microsoft Teams apps with SSO
- Private 1:1 messages, public channel announcements, scheduled cadences
- Smart routing: technical questions to Amanda, sensitive ones to a human counselor
- Same thread continuity across web chat, SMS, voice, video
The same conversation, across every channel.
When Marcus switches from SMS to a phone call to a video meeting, Amanda remembers everything that happened in between. He never starts over.