The AI Powered Customer Service Software Suite
for Health Insurance Agents

Offer Unprecedented Service and Value.
Increase Client Retention and Referrals.
All with Less Effort.

With the growth of AI and self-service options, clients are expecting more value than ever from agents. Recommenn's platform gets AI & tech on your side to offer your clients an extraordinary level of service never before seen in the industry that will make them want to stay with you longer and refer you more.

How Recommenn Helps you Grow your Business

Give Extraordinary Service & Strengthen Client Relationships with Quicker & More Thorough AI Assisted Needs Assessment

Recommenn's AI tools enables you to give clients extraordinary service by helping them to find solutions to more than they were expecting to get help with, such as not only what health insurance plan to get but also how, where and when they can best utilize their coverage to reduce their health care costs. This helps clients to feel like you genuinely care about getting the best outcomes for them, not just signing them up for a new health insurance plan, which makes it more likely they'll want to work with you ongoing.

Increase Client Trust & Satisfaction with Transparent, Clear, Comprehensive, & Personalized AI Generated Health Insurance Recommendations & Insights

Recommenn's AI tools help you increase the trust clients have in you by giving them greater transparency into their health insurance options and comparing them in an easy to read, comprehensive format personalized to their needs, and including details on what it does and does not cover. Recommenn not helps you better assist clients with getting the right health insurance plans, but it also enables you to help clients to better understand how, where, and when to use their coverage in different scenarios to reduce the time and money spent on their healthcare needs. With these increased insights, clients can better navigate the complexities of health insurance, making it less likely for them to get hit with as many expensive or unexpected medical bills, which means more satisfied clients willing to stay with and refer you, and less time spent dealing with or replacing unhappy clients.

Save Significant Time & Provide Greater Value with AI Meeting & Recommendation Recordings & Summaries

AI can record and summarize all client plan comparisons, discussions, and recommendations that you can download to your CRM and share easily with clients that they can refer to when they need it. This making it easier for them to quickly and best utilize their coverage when they need to and less time you'll have to spend compiling notes or re-educating them on their health insurance in the future.

Improve Client Support & Retention with Less Effort through All-in-one AI Assisted Client App

Recommenn's Client App lets clients find and access all aspects of their health insurance, including any AI plan comparisons, meeting summaries, and recommendations you want to share with them, in one convenient location. The app also features digital tools and resources that you can customize to give further support to your clients in navigating how to best utilize their coverage and as well as options to schedule meetings on your calendar, receive reminders, send referrals, and more. By offering all these resources to them in one customizable app that's tied to your agency, your clients can better self service and utilize their insurance information and insights to get the outcomes they want, which means less time you have to dedicated to client retention and service, and more likely they'll stay with you and refer you because of the convenience the app offers.

How Recommenn Works

1. AI assists agent in conducting comprehensive client needs assessment

2. AI helps agent generate personalized plan comparisons and recommendations for agent to review with clients

3. AI records and summarizes meeting and recommendations that agents can share with clients for future reference.

4. Agent shares customizable Client App for clients to store info, access self service tools and resources, and easily communicate with and refer agent.