The next one is already knocking.
The next season is won now — with automation, processes, and technology built for the insurance market, before the window opens.
Before next OE
The window is almost here. Anything you don't fix now turns into cost — and lost revenue — at the peak of Open Enrollment.
01
Contacts no one follows up with in time turn into lost revenue — again.
02
Conversations scattered across personal phones, with no history or context.
03
The team relies on memory — and memory fails exactly where it hurts.
04
Slow replies become complaints, churn, and a damaged reputation.
05
When OE hits, agents go into firefighter mode and stop selling.
06
No dashboard shows what is really happening in the operation.
Positioning
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
Eight capabilities working together — not eight loose tools for your team to integrate in the dark.
Smart messages, replies and flows on the channel your client already uses.
Qualifies leads, answers common questions, and frees the agent for what matters.
Each lead goes to the right agent at the right moment, without internal disputes.
A funnel designed for the Marketplace cycle, from first contact to enrollment.
All client context in one place, available to any agent at any time.
The system remembers for you. No lead dies in silence.
Real operational visibility for whoever has to decide.
Quotes generated in one click. Fewer tabs, fewer errors, more selling time.
Before and after
Before CRMday
With CRMday
Start by organizing your customer service and grow into automation and sales on autopilot — at your own pace.
CRMDAY Talk
For teams that want to organize their customer service
Ideal for agencies that handle WhatsApp and other channels and need everything in one place, with their own team replying.
CRMDAY Talk + Aria
For agencies that want to grow with AI
For teams with high volume that want AI to answer, clear doubts and qualify clients 24/7 — without hiring more people.
CRMDAY Talk + Aria + Zoho
For operations that want sales and CRM on autopilot
For agencies that want every conversation recorded, leads organized in the funnel and renewals happening on their own, connected to Zoho CRM.
Demo
30 minutes, no sales script: we show pipeline, WhatsApp with AI, lead routing, and real dashboards.
