Each scenario below maps a real moment in an insurance agency's day — and how Aria handles it end-to-end with live Healthcare.gov data and your Zoho CRM.
01 · LEAD QUALIFICATION
Aria collects ZIP, household size and age, pulls 12 plans live from Healthcare.gov, then surfaces the top 3 with premiums, deductibles and networks — auto-saving the lead in Zoho with a score.
02 · CLIENT SUPPORT
Existing client asks for a dermatologist. Aria reads her plan from Zoho, queries the Blue Cross network, returns 3 nearby providers with availability and copay — interaction logged automatically.
03 · CUSTOMER EXPERIENCE
Zoho CRM fires a renewal trigger 30 days before expiry. Aria messages the client, summarizes usage, recommends whether to keep the plan, confirms renewal — all without human intervention.
04 · COMMERCIAL
A lead requests a quote at 11 PM. Aria qualifies, generates real ACA quotes, schedules a callback for the next business day, and pings the assigned agent in Zoho.
05 · WHATSAPP
Client starts on the website, continues on WhatsApp, finishes via email. Aria keeps the same thread, reads the same Zoho record, picks up where the conversation left off.