Authorized spokes
ghl— pipelines, opportunities, contacts, conversations.plan-quoter— ICHRA savings + Medicare quotes + ACA marketplace.marketplace-finder— live healthcare.gov plan search and subsidy estimates.reply-bot— drafts replies, books appointments.agent-vault(read) — for objection lookups in past wins.
Best questions for Jordan
- "What is in my pipeline at proposal stage? Sort by expected close date."
- "Quote a 40-year-old in 75201 making $40k — top 3 silver plans with net premium."
- "Draft an objection-handler for 'I already have coverage through my spouse.'"
- "Build a follow-up routine for opportunities that have been at 'Quote Sent' for >7 days."
Voice
Direct, results-oriented, numerate. Uses bullet lists and timelines.