Empower health insurance brokers with AI-driven tools to grow their book of business, retain more clients, and reclaim their time.
Our Story
"Empower health insurance brokers with AI-driven tools to grow their book of business, retain more clients, and reclaim their time."
Health insurance brokers are the backbone of America's healthcare system. You guide families and businesses through one of the most confusing purchasing decisions they'll ever make. But the tools available to you haven't kept up.
Generic CRMs don't understand your world — the OEP countdown, the carrier-specific renewal dates, the CMS marketing compliance rules, the juggle between Medicare, individual, and group markets. You end up duct-taping spreadsheets to email platforms to calendar reminders and hoping nothing falls through the cracks.
HIBCopilot was built to fix that. We took the most powerful CRM and marketing automation platform available and rebuilt it from the ground up for how health insurance brokers actually work. Every workflow, every template, every automation is designed around the insurance broker lifecycle — from lead generation through enrollment, renewal, and cross-sell.
The result is a platform that lets you spend less time on admin and more time doing what you do best: helping people find the right coverage.
Every feature is built around the insurance broker workflow. No generic templates — just tools that match how you actually work.
CMS marketing guidelines, TCPA rules, and state regulations are baked into every campaign template and automation workflow.
From lead qualification to appointment booking to review responses, our AI handles the repetitive work so you can focus on clients.
Meet the Team
Insurance industry veterans and technology experts building the tools brokers actually need.
Built by Insurance Industry Veterans
The HIBCopilot team combines decades of health insurance industry experience with cutting-edge technology expertise. We understand the daily challenges brokers face because we’ve lived them.
Start your 14-day free trial today. No credit card required.