The Assay Office · AI for Medicare and group benefits brokers
Find the file before the client calls again.
For Medicare and group benefits brokers working in Microsoft 365: find the census, catch up on a renewal thread, and draft the next reply. Your files stay in your tenant; the AI receives only the excerpts an answer needs. Your team reviews the source and decides what happens next.
It won’t quote a premium, recommend a plan or enroll a client. It finds the record, shows you the source, and your licensed team decides.
From the question to a checked next step.
Agents already use AI. Their agencies haven't bought it.
What it does in your day
Ask in plain words. See where it looked.
"Who do I need to call this week, and what are they waiting on?" WagonWorks answers from your own email and files. Each point carries a numbered source; click one to open the original in Outlook or Planner.
Press Catch me up.
Decisions waiting on you, clients waiting on something, what has to happen today, and the deadlines coming up. Hendricks Hardware still owes the census for its renewal. Marian Okafor's file is due before Thursday.
Need a client briefing? It builds the document, in Word.
Ask for a renewal summary for the Whitfield Dental Partners review. WagonWorks builds a sectioned Word document from your files and saves it to your SharePoint.
It drafts the follow-up. Nothing goes out until you say so.
A Ready to send card shows the recipient and a draft you can edit, and tells you plainly: "It sends from your mailbox, as you." Choose Send or Not now.
Built for your season
A renewal comes in at 11%. The census is still missing. A client wants to add dental before open enrollment. WagonWorks keeps each thread, file and promise in one answer you can check.
A client turns 65 and wants to keep her cardiologist. A couple wants their annual review. Annual Enrollment runs October 15 to December 7, and every call-back matters.
What stays with you
Questions you will ask
Can it work with my clients' information?
Yes, if it's in your Microsoft 365. It works with the client emails, files and tasks your account can already open, under your own permissions. We don't collect or store any of it.
Where do my call recordings live?
In your Microsoft 365, the same as today. Teams recordings and transcripts stay in your own tenant under the retention settings you control. WagonWorks reads them; it doesn't copy or store them.
Does it work with my agency management system?
Yes, when your agency management system is connected to your Microsoft 365. Whatever reaches your Outlook, Teams, Planner, SharePoint or OneDrive, WagonWorks can use. Carrier portals are not connected.
Do I need to buy Microsoft 365 Copilot?
No. It runs on the Copilot Chat already included in Business Standard, Business Premium and Enterprise E3/E5. Business Basic on its own will not work.
What does it cost?
Free for 30 days, then $39 per seat per month plus tax, month to month. $0 is due today; a card is required at checkout. Cancel before the trial ends to avoid a charge.