The tools agents and AI use to work the same book.

Cora is the always-on AI receptionist that recognizes members, answers plan questions, and knows when to bring in your team.

Inbound and outbound on one engine, with the forms, routing, and source data your agents need to move fast and stay compliant. Every call lands on the member record automatically.

Quote and enroll from the call form. Submitted Medicare enrollments come back as policy records on the member, carrier, plan, effective date and writing agent already attached.

When a member question needs judgment or verification, Inquiries brings the full conversation to an agent and returns the approved answer without losing the thread.

Connect each source to its campaign, cost, conversations, agents, sales, and downstream member record without exporting another report.

Agents and AI employees work the same book from the same record, with ownership, policy context, conversations, and unresolved work visible together.