The AI that already runs a national insurance sales floor.
Aurora sells, services, coaches and checks compliance on every insurance call, in English and Spanish. It was built by an insurance company for its own agents, and now it is available to yours.
- Scope of appointment confirmed
- Recorded-line disclosure read
- Consent captured
- Warm transfer to licensed agent
One platform, seven modules
Start with one and add the rest. Every module runs on the same calls, contacts and scripts, so they get better together.
Aurora Agents
Real-time AI voice agents that answer inbound calls, call back leads, qualify consumers and hand warm transfers to licensed agents. They follow your scripts and your compliance rules, in English and Spanish.
- Full-duplex conversation with barge-in, not a turn-based IVR
- Grounded in your knowledge base, so answers come from your plan documents, not the open internet
- Looks up the caller in your CRM when the phone rings and pushes a call summary when it ends
- Answering-machine detection, voicemail handling and business-hours routing built in
Warm, cold, blind or conference
Aurora briefs the licensed agent before handing off, or stays on the line as a third party.
Visual call-flow builder
Welcome, menu, input, time check, announcement, voicemail, AI agent and transfer nodes. Call queues with agent availability.
Your voice, your scripts, your rules
Each agency configures its own voice, greeting, conversation style and compliance rules, with editable prompt templates and turn-detection tuned to how your callers actually speak.
Aurora Comply
Every call transcribed and scored against CMS, state and carrier rules, with same-day flags by agent and issue. Not a sample. Every call.
- Script-pathway scoring per call: which pathway the agent followed, targeted vs. actual score, pass or fail, by plan type
- Compliance failures logged with severity, then routed through a review-and-sign-off workflow
- Alert rules fire on conditions you define, to email or webhook, with cooldowns so nobody gets flooded
- Flagged words and phrases caught live, mid-call, with an instant alert to the agent and supervisor
- Sentiment, key phrases, action items and a plain-English summary on every call record
Issues by agent, type and severity
Warnings, critical failures and review status in one view. Drill from a trend line to the exact transcript line.
Human review where it matters
AI scores everything; your compliance team reviews flags, adds notes and closes them out with a full audit trail.
Timestamped, searchable transcripts
Speaker-separated, PHI and PII redacted automatically. Upload or batch-ingest past recordings and Aurora scores those too.
Aurora Coach
AI plays the consumer so agents can practice before they're live. Set up a new scenario from a single prompt, or pick one from the shared library.
- Scenarios define the character, situation, difficulty and goal, from first-call discovery to objection handling
- Each session is scored step by step against the script: steps passed, overall score and time on call
- In-ear coaching prompts on live calls, delivered mid-call without a supervisor listening in
- Scoring patterns route agents into targeted development instead of blanket retraining
Practice the hard conversations
Confused beneficiary, hostile caller, Spanish-only household: rehearse them all against the AI, then review the transcript.
One script library for people and AI
The same scripts drive agent guidance, Coach scenarios, Comply scoring and Aurora Agents.
Training videos and new-hire tracks
Education, licensing and certification tracked from day one, with Coach sessions as the gate to the live floor.
Aurora Insights
Consumer sentiment, call scoring and management reporting across teams and campaigns, updated as calls finish rather than at month end.
- Call, management and compliance dashboards, agent rankings and team analytics, plus trends over time
- Customer-specific CPIs (Critical Performance Indicators) in real time
- Scheduled or on-demand analytics jobs, with exports for carrier reporting
- Scheduled per-agent AI insights, so managers start the week with a brief rather than a spreadsheet
- AI usage and cost tracked per tenant, so you always know what the models are costing you
Who needs coaching this week
Score trends, sentiment, talk time and pathway adherence by agent, team and campaign.
What converts, what complains
Outcomes and compliance issues tied back to the campaign and script that produced them.
Your layout, your widgets
Role-based dashboards for agents, managers and compliance. Or skip the dashboard and just ask Aurora.
Aurora Platform
CRM and integrated dialer, so agencies can run their whole floor on one system. Built for insurance, not adapted from a generic CRM.
- Clients, family members, applications and plan line items, with payment methods and notes
- Browser softphone and dialer, call history, transcribed and summarized voicemail, SMS, and local or toll-free numbers with caller-ID assignment
- Agent records carry NPN, licensed states, upline and carrier IDs, so routing and commissions just work
- Commission board and settings, downline hierarchies, HR and new-hire records, file management
HealthSherpa and carrier workflows
Client search and application hand-off into the enrollment platforms your agents already use, with the record kept in sync.
Second-voice verification, built in
Route completed sales to a verification team with the recording, script and consent trail attached.
Leads, lists, contacts, campaigns
Import, segment and dial from lists, with DNC scrubbing and calling-window enforcement on every record.
Aurora Engage
Voice and SMS campaigns, mass notifications and a visual automation builder, so follow-ups, renewals and member outreach run themselves.
- Voice campaigns worked by Aurora Agents, human agents, or both
- Two-way SMS with templates, delivery status and conversation history on the contact
- Triggers on lead, client, application and plan events, birthdays, schedules or an enrollment import, then enroll the contact in an AI campaign, text, email, notify or wait
- Call flows built from nodes: AI prompt, question, condition, CRM lookup and update, API call, SMS, transfer, notify, handoff
- Business-hours and keyword routing, so the right thing happens at 9pm on a Sunday too
Member engagement after the sale
Welcome calls, plan reminders and satisfaction check-ins that improve persistency and CAHPS.
Text and document templates
Reusable SMS, email and PDF templates with merge fields from the client record.
Events out, data in
Every call, score and transfer can fire a webhook. API keys per tenant for your own integrations.
Aurora Recruit
AI-run screening interviews with transcripts and structured evaluations, so recruiters spend their time on the candidates worth meeting.
- Interview templates, versioned, with recruiting scripts and mock-interview practice for candidates
- Recorded sessions segmented and transcribed, then evaluated against your criteria
- Reviewer actions and recruiting insights across the pipeline
- Flows straight into new-hire onboarding, licensing and Aurora Coach
Screen hundreds, interview dozens
Consistent first-round interviews at any volume, in the candidate's own time.
Evaluated on what predicts production
Criteria tuned on what has actually worked on the HFP Management floor.
Hired to licensed to live
Onboarding checklist, payroll hand-off and Coach sessions before the first real call.
Transcribed live.
Flagged before it’s a problem.
Aurora listens to every human-agent call in real time. Words appear on the agent's screen as they're spoken, labelled by who said them, with sentiment tracked turn by turn.
- Live transcription. Partial text streams in mid-sentence and firms up as the sentence completes, for both the agent and the caller.
- Word and phrase flagging. Keep a list per carrier or campaign: prohibited claims, missing disclosures, competitor names. When one is said, it's highlighted on screen and the agent and supervisor are notified instantly.
- In-ear coaching. The right rebuttal, disclosure or plan fact, whispered to the agent without the caller hearing.
- Works with your phones. Aurora Assistant runs at each desk and streams call audio for transcription, so live intelligence doesn't depend on replacing your phone system.
Ask your call data a question. Get an answer, not a report.
Ask Aurora is the assistant built into the CRM. Managers and compliance staff ask in plain English; Aurora searches call records, pulls transcripts and agent stats, and answers from your own knowledge base.
- Searches every call record, transcript and score, scoped to what the user is allowed to see
- Pulls agent and team stats on demand, with links straight to the calls behind the numbers
- Answers product and plan questions from your uploaded documents, so agents stop guessing mid-call
- Conversations are saved per user, so follow-up questions keep their context
Agent 014 · 11 flags · 48 calls
Agent 027 · 8 flags · 52 calls
Agent 031 · 5 flags · 39 calls
Most common issue: scope of appointment not confirmed before plan discussion. Want the call list or a coaching scenario for it?
Aurora is on the call from the first ring to the final audit
One system of record carries every call through dialing, conversation, transfer and review. Nothing is bolted on afterwards.
Gate
DNC scrub, calling-window check, CRM lookup and consent on file. Non-compliant dials never happen.
Answer
IVR or Aurora Agent greets the caller, detects voicemail, reads disclosures and confirms scope.
Listen
Live transcription, sentiment and script tracking. In-ear prompts coach the human agent while they talk.
Transfer
Warm, cold or conference transfer to a licensed agent or verification queue, with the context attached.
Score
Pathway score, compliance flags, summary and action items land on the record. Alerts and coaching follow automatically.
Enterprise-grade from day one
Aurora runs HFP Management's own 500-agent floor across three offices. The controls your carriers ask about are already in place.
How compliance works at HFP ManagementMulti-tenant isolation
Each agency is its own tenant with separate users, calls, numbers, dashboards and AI configuration.
Roles, permissions and 2FA
Fine-grained permissions for agents, managers and compliance. Two-factor verification and security logs on every account.
HIPAA- and CMS-aligned handling
Automatic PHI and PII redaction on transcripts, field-level audit logs and role-based access to recordings.
99.9% uptime, multi-region
Redundant regions, background job processing and real-time hubs keep recording and scoring always on.
Live in weeks, not quarters
Connect
Link telephony, carrier portals and your existing CRM, or move onto ours.
Configure
Load your scripts, products and compliance rules for each line you sell.
Pilot
Run Aurora on a team; compare conversion, quality and cost per sale.
Scale
Roll out across the floor and turn on AI agents for more call types.
Who Aurora is for
Insurance agencies
- Medicare, ACA, life and final expense
- Replace a stack of point tools
- Lower cost per sale
Call centers and BPOs
- Insurance sales and service floors
- AI agents for overflow and after-hours
- Quality scoring at full coverage
Carriers and FMOs
- Oversight of third-party distribution
- Complaint-rate monitoring by agent
- Enrollment and service programs
See Aurora on your own calls
We will run Aurora Comply on a sample of your recorded calls and show you what it finds.