Create an AI Agent for ACA Insurance in GHL

The rise of AI-powered virtual assistants has transformed customer service and business operations. GoHighLevel (GHL) has introduced a powerful Voice AI Agent that acts as a virtual receptionist, helping businesses handle inbound calls, collect customer information, and automate responses. If you’re in the ACA Insurance industry, implementing an AI Agent can streamline lead management, improve customer engagement, and enhance efficiency.

This guide will walk you through setting up an AI Agent for ACA Insurance in GHL.

Key Takeaways

AI Agent vs. AI Employee Suite

2. Proper Configuration is Key

3. AI Agent Can Collect Customer Info

4. AI Can Handle Lead Qualification & Routing

5. Test & Optimize for Best Results

What is an AI Agent?

An AI Agent is a software-powered virtual assistant that uses artificial intelligence (AI) to perform tasks, interact with users, and automate workflows. AI agents can communicate through text, voice, or chat interfaces, making them useful for customer service, sales, and business operations.

Step 1: Understanding the AI Agent in GHL

Before diving into the setup, it’s crucial to differentiate between the AI Employee Suite and the AI Agent:

The AI Employee Suite includes multiple AI features.
The AI Agent is specifically designed to handle voice calls, respond to customer queries, and collect information.

Since ACA Insurance deals with customer inquiries, policy details, appointment scheduling, and lead qualification, the AI Agent can act as a virtual insurance assistant.

Step 2: Configuring the AI Agent in GHL

1. Access the AI Agent Settings

To create an AI Agent, follow these steps:

Navigate to Settings > Click on Voice AI Agent.
Click Create New AI Agent.
Enter the AI Agent Name (e.g., “ACA Insurance Assistant”).
Choose the Business Name that matches your insurance agency.

2. Selecting a Voice

GoHighLevel provides various voice options. Choose a professional voice that suits your brand. You can preview and select from:

Male or Female
Accents (American, British, Australian, etc.)
Tones (Calm, Confident, Friendly, etc.)

💡 Tip: For ACA Insurance, a clear and confident voice is ideal to build trust with customers.

3. Configuring the AI Agent’s Response

Customize the AI Agent’s initial greeting message. Example:

“Hello, you’ve reached [Your Insurance Agency Name]. How can I assist you with your ACA Insurance needs today?”

Additionally, adjust the Response Speed:

Normal (Balanced conversation)
Brisk (Faster responses)
Fast (Quick and efficient)

For insurance-related inquiries, a normal or brisk response works best to ensure clarity.

Select Supported Communication Channels

Go to Settings > Conversation AI.
Under Supported Channels, select:
- SMS
- Email
- Web Chat
- Facebook Messenger
- Google Business Profile (GBP).

Step 3: Avoiding Common Configuration Issues

Many users face challenges when setting up AI Agents. Here’s how to prevent conflicts:

1. Check Phone Number Settings

Disable call forwarding if it’s enabled.
Remove any ring groups or IVR (Interactive Voice Response) systems.

2. Turn Off Missed Call Text Back

Since the AI Agent answers all calls, there’s no need for automated text backs.
Go to Business Profile Settings and uncheck Missed Call Text Back.

3. Avoid IVR Conflicts

If an IVR (Press 1 for Sales, Press 2 for Support, etc.) is enabled, the AI Agent won’t work.
Deactivate any IVR workflows before assigning a phone number to the AI Agent.

Step 4: Setting AI Agent Goals

GHL allows you to set basic or advanced agent goals:

Basic Mode (Simple Data Collection)

Collect name, email, and address.
Gather information about policy interests (e.g., “Are you looking for ACA Health Coverage?”).

Advanced Mode (Custom Actions)

Use custom AI prompts to create personalized interactions.
Add call transfers for specific requests (e.g., “I want to speak to an agent about my claim”).
Trigger workflows for follow-ups.

💡 Tip: If the AI detects urgency (e.g., “I need a policy today”), it can transfer the call to a human agent.

Step 5: Assigning a Phone Number

Each AI Agent needs a dedicated phone number:

Select a new or existing number.
Ensure no other AI Agent or IVR system is using the number.
Click Save to assign the number.

Step 6: Testing Your AI Agent

GHL provides a testing tool:

Call the AI Agent’s number.
Ask common ACA Insurance questions (e.g., “What ACA plans do you offer?” or “Can I get a quote?”).
Verify the AI’s response accuracy.

💡 Troubleshooting: If the AI does not respond properly, recheck:

Phone number assignment
AI Agent goals and workflow settings
IVR conflicts

Step 7: Automating Appointment Scheduling

Currently, the AI Agent cannot book appointments directly, but you can integrate Conversation AI:

Set up a workflow that:
- Sends an SMS with a scheduling link when a customer requests an appointment.
- Uses GHL’s Conversation AI to handle text-based bookings.

Example: “I see you’re interested in scheduling a consultation. I’ll send you a text with our booking link now.”

Frequently Asked Questions

Can the AI agent handle claims processing?

es, the AI can guide customers through the claims process and collect initial details, but human agents will finalize claims.

Can I customize AI responses further?

Yes, you can edit AI prompts and add specific insurance-related training content.

Can the AI Agent book appointments for ACA Insurance clients?

Not directly. However, you can integrate it with Conversation AI to send a text message with a calendar booking link.

Can the AI Agent handle multiple phone numbers?

No, each AI Agent is assigned to only one phone number. If you need AI Agents for multiple lines, create separate AI Agents.

Conclusion

Setting up an AI Agent for ACA Insurance in GHL enhances efficiency, improves lead handling, and ensures 24/7 customer support. By properly configuring the AI, avoiding common conflicts, and integrating automations, you can create a seamless experience for your clients.

Want to take it a step further? Integrate GHL’s Conversation AI for text-based follow-ups and appointment scheduling.

🚀 Need help implementing this? Check out GoHighLevel’s official documentation or join the HighLevel community for expert insights

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Create an AI Agent for ACA Insurance in GHL