Open Enrollment is over.
Now the weight of a missing CRM shows up.
If your agency struggled this season, it wasn't bad luck. You were missing automation, processes, and technology built for the insurance market.
After OE
The cracks that show up once the season is over.
During OE no one stops. After OE, every gap in your process surfaces — and its cost compounds until the next window.
01
Leads with no reply
OE contacts no one followed up with — and that turned into lost revenue.
02
WhatsApp out of control
Conversations scattered across personal phones, with no history or context.
03
Forgotten follow-ups
The team relies on memory — and memory fails exactly where it hurts.
04
Clients left waiting
Slow replies become complaints, churn, and a damaged reputation.
05
An overloaded team
Agents in firefighter mode, with no room to actually sell better.
06
An owner with no visibility
No dashboard shows what is really happening in the operation.
Positioning
Not a generic CRM bent into shape.
A system built from scratch for the real flow of an ACA agency: WhatsApp as the main channel, the Marketplace cycle, mandatory follow-up, a small team operating under window pressure.
People, process, and technology — organized into a method.
CRMday AI
What enters your operation when CRMday enters.
Eight capabilities working together — not eight loose tools for your team to integrate in the dark.
- 01
WhatsApp automation
Smart messages, replies and flows on the channel your client already uses.
- 02
AI triage and conversation
Qualifies leads, answers common questions, and frees the agent for what matters.
- 03
Automatic lead routing
Each lead goes to the right agent at the right moment, without internal disputes.
- 04
Pipeline built for ACA
A funnel designed for the Marketplace cycle, from first contact to enrollment.
- 05
Full client history
All client context in one place, available to any agent at any time.
- 06
Automatic follow-up
The system remembers for you. No lead dies in silence.
- 07
Performance dashboards
Real operational visibility for whoever has to decide.
- 08
Healthcare.gov integration
Quotes generated in one click. Fewer tabs, fewer errors, more selling time.
Before and after
What changes once the method is in place.
Before CRMday
- Spreadsheets, sticky notes, and memory
- Every agent on their personal WhatsApp
- Manual quoting on Healthcare.gov
- Reports built late at night
With CRMday
- A single pipeline visible to the whole team
- Centralized WhatsApp, with history and AI
- Integrated, one-click quoting
- Real-time operations dashboards
Demo
See CRMday running inside a real ACA agency.
30 minutes, no sales script: we show pipeline, WhatsApp with AI, lead routing, and real dashboards.
