01
Automated Websites & Funnels
A site that qualifies the need
- Product pages by cover type
- Needs-analysis calculators
- Application start journeys
- Secure medical document upload
AI automation for health & life
Move applications from enquiry to on-risk without the chasing.
Needs analysis, underwriting document collection, application tracking, and review reminders — built for health and life advisers.
−55%
Application time
+26%
Application completion
100%
Reviews scheduled
Typical results across health & life we've automated. Your numbers come from your audit.
✦Sound familiar?
What's quietly costing your advisory every week
Slow01
Applications stall in underwriting
Medical evidence chased for weeks.
Attrition02
Clients drop out mid-application
Long forms completed across multiple sittings.
Missed03
Annual reviews never happen
Nobody has time to revisit existing clients.
Variable04
Needs analysis is inconsistent
Every adviser gathers different information.
✦The fix
One connected system that runs the repetitive work for you
Not another tool your team has to check. The website, the phones, the messages, the reminders, and the follow-up all work together — built for health & life, monitored by us, owned by you.
1
Structured needs analysis
The same questions asked properly every time, before the adviser call.
2
Underwriting evidence chased
GP reports and medical evidence requested and tracked automatically.
3
Application progress visible
Clients told exactly what is outstanding and why.
4
Reviews that happen
Annual review reminders scheduled from the policy start date.
✦Everything we automate
Everything we automate for a advisory like yours
Six connected systems, each built with the specifics for health & life.
02
Lead Capture & Instant Follow-up
Enquiries qualified before the call
- Instant reply and needs capture
- Health and lifestyle pre-screening
- Adviser appointment booking
- Source attribution
03
AI Voice & Chat Agents
Calls handled with sensitivity
- Application-stage answers
- Underwriting question handling
- Appointment booking
- Escalation to the adviser
04
Workflow & Back-office Automation
Applications that progress themselves
- Underwriting evidence chasing
- GP report tracking
- On-risk confirmation
- Annual review scheduling
05
AI Customer Support Automation
Clients supported through underwriting
- What is outstanding and why
- Expected timeline guidance
- Document upload help
- Escalation for medical questions
06
Data, Reporting & AI Assistants
See where applications stall
- Enquiry-to-on-risk conversion
- Underwriting duration by insurer
- Drop-out points in the journey
- Adviser performance
✦Compare your options
Hire, outsource, or automate?
What actually changes for a advisory when enquiries, calls, and follow-up are automated.
| Doing it manually | Answering service / agency | CODEVGROW automation | |
|---|---|---|---|
| Speed of first reply | Hours, or next day | Message taken, callback later | ✓Under 60 seconds, 24/7 |
| After-hours & weekends | Voicemail | Message only | ✓Answers, books, escalates |
| Books the appointment / job | When staff are free | No | ✓Yes — live availability |
| Reminders & no-show recovery | Manual, inconsistent | No | ✓Automated, with waitlist fill |
| Follows up until booked | Rarely | No | ✓Multi-touch, stops on reply |
| Knows your services & pricing | Yes | Script only | ✓Trained on your business |
| Logs everything to your system | Sometimes | Email summary | ✓Every call, chat, and booking |
| Reporting | Spreadsheets | Call counts | ✓Live dashboard + AI assistant |
| Monthly cost | Salary + turnover | Per-minute fees | ✓Fixed, lower than one hire |
✦How it works
Live in weeks, not quarters
- 1
Free audit
45 minutes mapping how enquiries, calls, admin, and follow-up flow through your advisory today.
- 2
Ranked plan & fixed price
What to automate first, expected hours and revenue, and a fixed price — within 48 hours.
- 3
Build & soft launch
We connect your systems and go live on one channel first, with human fallback, in 2–4 weeks.
- 4
Run & improve
24/7 monitoring, weekly transcript reviews, and the next automation added each month.
Free discovery call
See exactly what we'd automate in your advisory — in 45 minutes
You leave with a ranked automation plan and a fixed price, whether you work with us or not. No pitch deck.
✦What owners say
Heard from health & life we work with
★★★★★
“Applications stopped dying in underwriting.”
★★★★★
“Annual reviews actually happen now.”
★★★★★
“Every system was built, connected, and monitored by one team. No hand-offs, no ‘talk to the vendor’.”
Will policyholders know they're talking to an AI?
The assistant introduces itself as your advisory's virtual assistant and hands over to a person the moment someone asks — or when a question needs judgement. Satisfaction stays high because answers are fast and accurate.
Is our data safe?
Yes. Data stays in your systems, conversations are encrypted, and we configure retention and access rules for your regulatory requirements. Decisions that need a person always stay with your team.
Does it work with the software we already use?
We integrate with the major CRM, booking, ERP, and industry platforms via native integrations or API — and with your phone system, WhatsApp, and website. We'll confirm your exact stack in the audit.
How long until it's live?
Most health & life are live in 2–4 weeks, starting with one channel (usually phone overflow or web enquiries) and expanding from there.
What does it cost?
A fixed setup fee plus a monthly plan based on volume — typically less than one part-time hire, with the expected ROI shown against your current numbers in the audit.
Other insurance businesses we automate
All insurance →Free automation audit for health & life · 45 min · ranked plan · fixed price
Free automation audit for health & life
Book free audit →