Diagnóstico

Discover what's holding back the growth of your agency.

Answer 3 quick questions. It takes less than 30 seconds.

At the end, you'll see a personalized solution for your scenario.

Over 200 agencies have already taken this diagnosis

What the diagnosis evaluates

Speed, conversion and operational control for ACA agencies.

The CRMday diagnosis maps the points that most often block ACA agency growth before Open Enrollment: slow responses, manual quoting and scattered follow-ups.

Diagnostic questions

  1. Question 1 of 3

    What is your clients' biggest frustration today?

    Slow response times · Slow process to receive a quote · Disorganized and confusing service

  2. Question 2 of 3

    What keeps you up at night about your agency's operations?

    Knowing I lost clients because I didn't respond in time · Getting leads but failing to convert them quickly · My team is always putting out fires · All of the above, honestly

  3. Question 3 of 3

    If you could fix ONE thing right now, what would it be?

    Respond to clients automatically, 24/7 · Qualify leads and generate quotes in minutes · Organize everything in one place with full visibility

Possible CRMday AI recommendations

Your agency is losing clients due to lack of speed.

With CRMday AI, every message is answered automatically in seconds — via WhatsApp, chat, or SMS.

Your agency has leads — but is leaving money on the table.

CRMday AI qualifies your leads automatically and generates quotes integrated with HealthCare.gov.

Your agency is stuck in operational chaos.

CRM, WhatsApp, follow-ups, pipeline, team performance — all connected and visible in real time.