Free Webinar: AI Front Office for Practices & Insurance Agencies | SMBIZ

Free live workshop

Let AI answer, qualify and book your new patientsclients.

A practical session for healthcare practices and insurance agencies. See how an AI front office answers every call and form, asks the right questions and books the appointment, without adding staff.

  • Answer every inquiry
  • Qualify automatically
  • Book and follow up

Register for the session

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Free. No credit card. Live Q&A at the end.

What you'll learn

Your roadmap to a front desk that never misses.

  1. Answer every inquiry, 24/7How an AI receptionist and website chat handle calls, forms and texts, so no patientclient waits for a callback.
  2. From voicemail to systemA step-by-step plan to move from missed calls and sticky notes to an organized pipeline.
  3. What you need to go liveThe hours, services, questions and calendar rules to have ready before you switch the AI on.
  4. Qualify before you call backCapture the reason for the visit, insurance and preferred timesthe coverage line, renewal date and best time to talk automatically.
  5. Follow up on autopilotText and email sequences that keep going after the first conversation, until people book.
  6. Free up your teamHand off reminders, recallsreminders, renewals and review requests so your team focuses on the people in front of them.

Who it's for

Owners and office managers who are tired of missed calls.

Healthcare practices
  • New-patient calls going to voicemail
  • No-shows and empty slots
  • Recalls that depend on a spreadsheet
Insurance agencies
  • Quote requests that go quiet
  • Renewals that slip through
  • Too little time to follow up
“My objective is to help businesses remove operational friction through systemization. This session is designed to demonstrate AI handling the front end of the sales cycle.”
Andy A.Product Strategy, SMBIZ

The session

What happens on the call.

  1. 01Where inquiries leakMissed calls, slow replies and forgotten follow-ups
  2. 02Live demoWe call the AI agent on screen and book an appointment
  3. 03Setup walkthroughWhat goes into the system and how long it takes
  4. 04Your questionsOpen Q&A for your practice or agency

Questions

About the workshop.

Yes. Register with your name, email and phone, and we'll send you the link and reminders.

Owners, managers and front-desk leads at healthcare practices and insurance agencies who want fewer missed calls and more booked appointments.

No. We explain everything in plain language and show it working live.

It's a working session you can use with any tools. At the end, we'll show how SMBIZ sets it up for you if you'd rather not build it yourself.

Yes. Call our AI agent at (866) 940-7227 any time.

Ready to stop missing patientsclients?

Join the live workshop and leave with a clear plan for a 24/7 AI front office.

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