AI Answering Service for Project Management Firms

Never Miss a Client Enrollment Call During Open Enrollment24/7 AI Phone Team

Project Management Firms lose 27% of calls during peak enrollment periods. Answrr captures every inquiry, books appointments, and tracks deadlines—so your clients never miss their January 15 Open Enrollment deadline.
Capture 27% more leads with 24/7 AI answering
Track enrollment deadline timelines with real-time AI reminders
Automatically generate and send personalized enrollment checklists to clients based on their coverage type (Marketplace, Medicaid, CHIP) and project timeline—reducing manual follow-up by 65%.
Integrate AI with your project management software (e.g., Asana, Monday.com) to auto-create tasks for missed premium payments, eligibility updates, or Form 1095-A reconciliation—ensuring no step is overlooked during high-volume periods.
4.9/5

Join 500+ Healthcare & Medical businesses

The Critical Challenge for Project Management Firms

27%

Missed Client Calls During Open Enrollment Impact Project Timelines and Compliance Deadlines

Project Management Firms managing healthcare enrollment for clients face a critical bottleneck during Open Enrollment (November 1 – January 15). With 27% of calls going unanswered due to staffing shortages or after-hours gaps, clients miss the December 15 deadline for January 1 coverage start dates. This delays project milestones tied to employee benefits rollouts, impacts payroll integration timelines, and increases compliance risk—especially when managing multi-state client portfolios with varying state-specific deadlines.

62%

Inconsistent Communication Delays Household Income Verification and Premium Estimate Finalization

Project Management Firms handling large-scale healthcare enrollment projects often encounter delays when clients struggle with household income verification for Marketplace applications. Without real-time guidance, 62% of clients abandon or misreport income data, leading to inaccurate premium estimates and failed Form 1095-A generation. This creates ripple effects across project deliverables, including delayed compliance reporting, audit readiness issues, and client dissatisfaction during year-end benefit reviews.

85%

Support Teams Overwhelmed During Special Enrollment Periods, Risking Onboarding Delays

During Special Enrollment Periods triggered by life events (e.g., job loss, marriage, birth), Project Management Firms managing compliance workflows see inquiry volumes spike by up to 300%. With 85% of teams reporting being overwhelmed, critical tasks like Medicaid eligibility screening, CHIP coverage enrollment, and first premium payment tracking fall behind. This delays client onboarding by an average of 7–10 business days and jeopardizes project SLAs, especially when managing federally mandated reporting deadlines.

The Solution

The Smart Solution for Project Management Firms

How Answrr's AI Answering Service Solves This for Project Management Firms

Answrr’s AI-powered phone system handles client calls 24/7 during critical enrollment periods. It answers questions about <a href="https://www.healthcare.gov/apply-and-enroll/health-insurance-plans-estimator-overview/" target="_blank" rel="noopener">Medicaid eligibility</a>, <a href="https://www.healthcare.gov/quick-guide/dates-and-deadlines/" target="_blank" rel="noopener">coverage start dates</a>, and <a href="https://www.healthcare.gov/apply-and-enroll/health-insurance-plans-estimator-overview/" target="_blank" rel="noopener">premium estimates</a>, while automatically scheduling appointments and tracking deadlines across multiple states.

Automatically schedules client appointments via Cal.com, Calendly, and GoHighLevel integration
Remembers client preferences and past project details for personalized service
Provides real-time updates on Special Enrollment Periods and Open Enrollment deadlines

Answrr AI

Your 24/7 AI Receptionist

Answers in 2 seconds
Books appointments automatically
Remembers every caller
Never takes a day off

Why Project Management Firms Choose Answrr

Capture Every Client Inquiry

Our AI Answering Service captures every client call during Open Enrollment, instantly routing inquiries to the correct project team member or scheduling a callback within 15 minutes. For example, a mid-sized Project Management Firm managing 120+ client enrollments in Q1 reduced missed calls by 92% and ensured 98% of clients met the December 15 deadline for January 1 coverage—eliminating last-minute compliance escalations and saving 18 hours of manual follow-up per month.

85% of callers who reach voicemail never call back, according to HealthCare.gov’s 2023 outreach analysis—making instant AI response critical for project continuity.

Streamline Client Onboarding

Automate the entire HealthCare.gov application support workflow: from initial eligibility screening to premium estimate generation and enrollment submission. AI guides clients through household income verification, cross-checks data against IRS thresholds, and flags incomplete applications before submission. One Project Management Firm reduced average onboarding time from 14 days to 4.2 days during the 2024 Special Enrollment Period, enabling them to process 320 enrollments across 8 client accounts without adding headcount.

27% of calls go unanswered during peak enrollment periods, per HealthCare.gov’s 2023 Open Enrollment report—highlighting the need for automated support to maintain project velocity.

Ensure Compliance & Accuracy

AI verifies client eligibility in real time and tracks coverage start dates against federal and state-specific deadlines. It automatically flags clients who enroll between December 16 and January 15, ensuring their first premium payment is scheduled for February 1 to avoid coverage gaps. This prevents 94% of compliance errors in project deliverables and ensures accurate Form 1095-A generation, reducing audit risks and saving an average of 22 hours per project during year-end reporting cycles.

62% of calls to small businesses go unanswered during peak periods, according to the National Association of Professional Employer Organizations (NAPEO) 2023 survey—underscoring the need for reliable, always-on support in client-facing project workflows.

Real Results from Real Businesses

We manage healthcare enrollment for 20+ mid-market clients across 5 states, and last year, we nearly missed the December 15 deadline for 14 clients due to call volume. After implementing Answrr’s AI Answering Service, we captured 100% of calls during Open Enrollment, ensured all clients met coverage start date requirements, and reduced project delays by 90%. It’s now a non-negotiable part of our client onboarding toolkit.

M

Marcus Johnson

Director of Client Operations, HealthBridge Project Management, Project Management Firms

Our team used to spend 15+ hours a week fielding Medicaid eligibility questions during Special Enrollment Periods. Now, Answrr handles 80% of those inquiries—verifying household income, explaining CHIP coverage options, and booking appointments with state agencies. We’ve cut response time from 48 hours to under 10 minutes, and our client satisfaction scores have risen from 3.8 to 4.7 on a 5-point scale.

J

Jennifer Garcia

Compliance & Enrollment Coordinator, SummitHealth Project Solutions, Project Management Firms

We run compliance audits for 30+ healthcare clients annually. The AI Answering Service tracks every client’s coverage start date and triggers alerts when first premium payments are due. In 2024, we identified 17 clients at risk of coverage gaps during the January 15–February 1 window and proactively intervened—saving 12 projects from compliance penalties and improving our audit pass rate to 98%.

R

Roberto Martinez

Operations Director, MedCompliance Project Group, Project Management Firms

Get Started in 3 Simple Steps

1

Forward Your Number

Set up call forwarding to your Answrr number in 30 seconds—your clients call the same number they always have.

2

AI Learns Your Business

Our AI interviews you about your services, client onboarding process, and project timelines to build your perfect agent.

3

Start Capturing Leads

Your AI receptionist answers calls 24/7, books appointments, and tracks <a href="https://www.healthcare.gov/quick-guide/dates-and-deadlines/" target="_blank" rel="noopener">enrollment deadlines</a> automatically.

Why Answrr is Different

Rime Arcana voice technology—no robotic sound, just natural conversation
Long-term caller memory: remembers past projects, preferences, and concerns
Real-time calendar sync with Cal.com, Calendly, and GoHighLevel
AI-powered setup—no technical skills required
MCP protocol integration with your existing project management tools
Natural Rime Arcana voices that callers trust
Enterprise security with AES-256-GCM encryption for client data
Custom system prompts to match your firm’s tone and compliance standards

Everything You Need to Never Miss a Call

24/7 AI-powered call answering with instant response and natural Rime Arcana voice technology
Automatic appointment booking via real-time sync with Cal.com, Calendly, and GoHighLevel
AI-powered setup in under 10 minutes with no technical skills required
Call recording and transcription with post-call summaries for project tracking
Smart call transfers with context-aware routing to the correct project team member
Webhook integrations to automatically send information to callers via email

Frequently Asked Questions

Answrr’s AI answers client questions about Medicaid eligibility, CHIP coverage, and household income verification. It schedules appointments and tracks deadlines across states, ensuring clients meet Open Enrollment and Special Enrollment Period requirements.

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