AI INSURANCE AGENT · LIVEConnected to Healthcare.gov

Your insurance AI agent

that does the work of three.

Stop losing leads after 5 PM. Stop drowning in manual tasks during OEP. Aria handles enrollment, quotes, and client care 24/7 — fully integrated with your CRM and Healthcare.gov.

See how it works
Productivity
Cost Reduction
67%
Availability
24/7
ACA Quotes
<3s

CRMDAY AI · Insurance AI Agent

Aria

Aria — CRMDAY AI

Online · Connected to CRM + Healthcare.gov

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Real ACA quotesZoho-native24/7 always-onHIPAA compliantOmnichannelHealthSherpa syncReal ACA quotesZoho-native24/7 always-onHIPAA compliantOmnichannelHealthSherpa sync
WHY AGENCIES CHOOSE CRMDAY AI

Not a chatbot. A full team member.

Aria doesn't just answer questions — she accesses your CRM, pulls real data from Healthcare.gov, and takes action.

01

Real ACA quotes in seconds

No more toggling between tabs. Aria pulls real plans from Healthcare.gov with accurate premiums, deductibles, and networks — while your client is still on the line.

02

Your CRM, finally up to date

Every interaction auto-logged in Zoho CRM. Aria reads contact history, policy details, and lifecycle stage — so nothing falls through the cracks.

03

Every channel, one agent

WhatsApp, Instagram, SMS, web chat, email — your clients pick the channel, Aria delivers the same quality everywhere. No extra hires needed.

04

Never miss another lead

That 9 PM inquiry? Handled. Weekend quote request? Done. Aria qualifies, schedules, and follows up 24/7 — so Monday starts with warm leads, not voicemails.

THE MATH

Three assistants — or one Aria.

Replace the overhead of three assistants with one AI agent that never sleeps, never forgets, and costs a fraction.

3 Assistants

  • Monthly cost$9,000 – $12,000
  • AvailabilityBusiness hours only
  • Response timeMinutes to hours
  • ACA quotesManual lookup
  • CRM loggingInconsistent
  • Channels1–2 max
  • ScalabilityHire more staff

CRMDAY AI · Aria

  • Monthly costFrom $599/mo
  • Availability24/7/365
  • Response timeUnder 3 seconds
  • ACA quotesReal-time from Healthcare.gov
  • CRM logging100% automatic
  • ChannelsWhatsApp, IG, SMS, Web, Email
  • ScalabilityUnlimited concurrent

Don't let another lead slip away. See Aria in action with your own data.

POWERED BY REAL CONNECTIONS

Integrated. Not isolated.

Aria plugs into the systems you already use — no data silos, no manual sync.

Healthcare.govZoho CRMWhatsAppInstagramEmail · SMSHealthSherpaHealthcare.govZoho CRMWhatsAppInstagramEmail · SMSHealthSherpa
ZOHO CRM · NATIVE INTEGRATION

Built for insurance. Wired to Zoho.

CRMDAY AI is the only AI agent with a pre-built, production-ready Zoho CRM integration designed specifically for insurance agencies.

No custom development · Quick activation · HIPAA compliant

01

Auto-logging

Every call, chat, and quote is automatically recorded as a Zoho activity.

02

Lead pipeline

Leads are scored, tagged, and moved through your pipeline without manual input.

03

Policy tracking

Policy details, renewal dates and coverage changes sync directly to contacts.

04

Smart triggers

Aria acts on CRM events: renewals, birthdays, life changes — proactively.

05

Team handoff

Escalate seamlessly to human agents with full context preserved in Zoho.

06

Reporting ready

Every Aria interaction feeds your Zoho analytics dashboards in real time.

07

HealthSherpa sync

Client enrollment data from HealthSherpa syncs automatically to Zoho contacts and policies.

Ready to meet your new AI agent?

See how Aria can transform your insurance agency. Schedule a live demo with your own CRM data.

Try the demo above