Three jobs an agency usually buys from three vendors, done by one system that shares one brain, one contact history, and one approval queue.
The entire platform is HIPAA compliant. Not a toggle. Every agent, integration, routine, and call transcript runs on the same rails.
Start from a library of insurance agency templates (ACA, Medicare, life, final expense, auto, home, commercial, annuities, agent recruiting). A brand kit skill generates the palette, type, logo direction, and components, and every builder reads it.
One page per city or county, built from The Brain: plan counts, $0 premium plans, live enrollment, star ratings, top carriers, a comparison table per plan type. Data dense, never thin, never a doorway page.
Medicare, ACA, and life insurance writers produce answer first long form articles with verified statistics, charts, FAQ, and sources, on a schedule you set. Every figure comes from The Brain and is cited.
About 45 embeddable tools: ACA Marketplace and Medicare Advantage quoters, Medigap and Part D, subsidy and penalty calculators, IRMAA, needs analysis, ICHRA savings. Live numbers from The Brain through a server proxy, an optional lead gate into GoHighLevel, and WebMCP so AI agents can run them too.
Every page ships the Four Pillar AI citation standard: Article or WebPage schema with organization authorship, FAQPage, Dataset for the federal data it cites, plus llms.txt and WebMCP at the site level. That is what makes ChatGPT, Perplexity, and Google AI quote your site.
Nothing goes live until it passes the AEO checklist and scores 85 or better on content quality. Failing pages route back to the builder that owns them, up to three times, then ask you.
Astro sites, static and fast, deployed to Cloudflare Pages from GitHub. An accessibility widget and a consent gated cookie manager are included by default.
The Digital Pipeline Orchestrator plans, routes, and sequences all of the above: brand kit, site, location pages, blog, funnels, gates, publish, and the recurring content cadence.
Your workflows keep their timing. Point a GoHighLevel workflow webhook at an Ambrose team and, on every trigger, the team runs against that contact: it reads the history, follows the instructions you wrote for it, writes the message for that one human being, and sends it back through the direct GoHighLevel integration.
The Ambrose AI Context Snapshot installs in one click and keeps every call transcript, inbound message, reply, note, tag, and pipeline change on the contact in real time. Your agents read that before they write.
The Pipeline Stage Manager reads the whole contact, record, DND flag, conversation, notes, tasks, custom fields, appointments, then moves the stage the evidence supports and corrects the tags. Won and Lost are always proposed, never applied on their own.
The Follow-up Writer categorizes a contact (hot lead, client, marketing, spam, DNC), decides whether a follow up is even warranted, then writes the SMS and the email and files them as one note for you to send.
Reply to an incoming inquiry, text back after a missed call, and book the appointment, each from the contact’s real history rather than a script.
An agent’s identity, personality, notes, and rules are plain English files: tone, core rules, how your agency handles each situation. Edit a file and behavior changes instantly, no deploy.
Stage moves, tags, notes, and sends stage for your approval with Allow, Deny, or Always Allow. Once you trust a step, let it run.
The same agents answer in your Slack workspace: pull the hot leads in a pipeline and suggest follow up texts, summarize yesterday, report on a client.
Inbound receptionist, Medicare T65 intake, AEP appointment setter, annual review re-shop, ACA OEP and SEP intake, renewal document chase, and missed call speed to lead. A multi agent receptionist routes existing clients to the agent who owns them.
Before any warm transfer the agent captures name, callback number, ZIP and licensing check, who needs coverage, current coverage, and the trigger event, and announces it on the transfer. Unqualified callers never reach a licensed agent.
ID cards, address changes, billing basics, office logistics, and general education are handled on the call. Unanswerable questions hand off to the conversational AI by text with the question verbatim. A licensed agent is the last step, for plan changes and advice only.
Recording and AI disclosure, the CMS TPMO disclaimer, no government affiliation, scope of appointment before plan talk, TCPA calling windows, and HIPAA minimum necessary. The agent books and routes. It never quotes premiums or subsidies.
Voice agents run on Retell or GoHighLevel Voice AI and call Ambrose tools mid call: look up the contact, book the appointment, send the text, transfer with context.
Recordings land in your vault, are transcribed automatically, filtered for junk, and scored against an insurance scorecard: objections raised, how each was handled, compliance flags, next steps. Weekly rollups show which objections cost deals and which reps need coaching.
Call analysis coaches review the last 30 days of Retell, VAPI, or GoHighLevel calls and deliver a report on the agent’s prompt and flow, so the voice agent gets better every week too.
One gateway your website, composer, and voice agents all reach: the CMS Medicare landscape, HealthCare.gov marketplace plans and rates, Medicaid, FDA and NADAC drug prices, the NPI provider registry, CDC health outcomes, Census, BLS and FRED, OSHA, SAM.gov, SEC, USAspending, FEMA, NOAA, the Federal Register, the VA, and more.
An in house warehouse of public use files: ACA rates, plans, and benefits, the current Medicare Advantage and Part D landscape, enrollment, and quality measures. Queryable in seconds, whole country coverage.
ACA Marketplace plans with subsidy estimates for a household and ZIP. Medicare Advantage and Part D plans by county with premiums, deductibles, and star ratings. Always framed as estimates with the right disclaimers.
The CMS crosswalk for the new plan year: renewed, crosswalked, terminated, and who should move ranked by savings. Watchdogs for CMS rule changes and FEMA disasters that open a special enrollment period.
The rule every agent follows: pull it from The Brain, cite it with figure, year, and source. If The Brain has no answer, search the web and cite that instead.
A single AI persona. Its identity, personality, memory, and rules are markdown files you edit in the browser. Change a file and behavior updates instantly.
Orchestrate specialists behind one endpoint, with their own GoHighLevel webhook, tools, and routines.
Start from shared agent templates: Follow-up Writer, Pipeline Stage Manager, Context Updater, Digital Pipeline Manager, Sales Manager AI, and the call analysis coaches.
Ambrose can build and configure agents, teams, routines, and skills for you, with an approval step before anything changes.
Skills teach an agent to do a specific job well. Attach one and the agent knows the steps, the guardrails, and the format on day one.
Website building, brand kits, location pages, blog writers for Medicare, ACA, and life, funnels, quoters and calculators, dashboards, re-shop autopilot, lead follow up, call intelligence, the agency command center, and The Brain itself.
Use the platform skills that ship with Ambrose, add your agency’s own, and share them across every agent and team.
Connect each sub account once. The GoHighLevel spoke federates across all of them, so agents read contacts and pipelines and message through the right one. Writes stage for approval.
Slack, Discord, Twilio, HealthSherpa, Retell, VAPI, Closebot, Stripe, Linear, Make and Zapier, plus any REST API. Credentials stay isolated to your agency.
Bring any Model Context Protocol server and your agents can use its tools alongside everything else, with per tool permissions.
Any agent or team becomes an MCP server, a webhook target, an OpenAI compatible endpoint, or a run URL, for Claude Desktop, Cursor, or your own systems.
Schedule any agent or team on a recurring run: renewal sweeps, daily digests, re-shop campaigns, weekly call coaching. Output to Slack, email, a GoHighLevel note, or the log.
Nine named department heads, CRO, CMO, COO, CFO, CTO, Compliance, Research, Client Success, and a Chief of Staff, each trained on insurance work and each able to reach The Brain.
Every chat, routine, and webhook run in one place. Continue them, and answer an agent when it needs your call.
Agents pause to ask you a question or request permission. Approve in the app or in Slack. They never delete.
Not a feature you switch on. The foundation. Every agent, team, routine, integration, and call transcript runs on the same rails.
Your book of business lives in an encrypted vault scoped to your agency. Every read and write carries your agency id, enforced in the application and in the database.
Protected health information only runs against model providers under a signed BAA, on Claude through Amazon Bedrock in US regions.
Per user roles, a credit ledger with spend caps, and a full audit trail of every AI call and staged action.
Join Tech Savvy Insurance. Your Ambrose seat is included, $97 a month.
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