Ava — AI Agency Coordinator

Rule-based demo intelligence. Every recommendation needs your approval.

Ask Ava

Ava handles summaries, alerts, task creation and administrative drafts. A licensed broker must review plan recommendations, coverage advice and enrollment decisions.

Today's priorities

  • Nancy Clark has no contact attempt
    Lead from Referral created 27 days ago.
    No contact
  • Susan Taylor has no contact attempt
    Lead from Facebook Ad created 41 days ago.
    No contact
  • Robert Jenkins has no contact attempt
    Lead from Direct Mail created 9 days ago.
    No contact
  • Linda Park has no contact attempt
    Lead from Website Form created 22 days ago.
    No contact
  • Overdue: Call back about plan options
    Due Sep 23, 9:00 AM • Low priority.
    Overdue task
  • Overdue: Send plan comparison summary
    Due Sep 22, 10:30 AM • Medium priority.
    Overdue task
  • Overdue: Confirm appointment for tomorrow
    Due Sep 21, 11:00 AM • High priority.
    Overdue task
  • Overdue: Collect Medicare card copy
    Due Sep 20, 12:30 PM • Urgent priority.
    Overdue task
  • Overdue: Follow up on missing signature
    Due Sep 19, 1:00 PM • Low priority.
    Overdue task
  • Overdue: Annual review outreach
    Due Sep 23, 2:30 PM • Medium priority.
    Overdue task
  • Application needs attention — Aetna
    Sent to SunFire • missing demo documents.
    Missing documents
  • Application needs attention — Devoted Health
    Pending • missing demo documents.
    Missing documents
  • Application needs attention — Humana
    Needs Attention.
    Missing documents
  • Application needs attention — Cigna
    Enrolled • missing demo documents.
    Missing documents
  • Application needs attention — Wellcare
    Demo Sync Error.
    Missing documents
  • Michael Brown has been quiet for 3 days
    Stage: New. Next action: Make first contact call.
    Stale lead
  • Susan Taylor has been quiet for 8 days
    Stage: New. Next action: Make first contact call.
    Stale lead
  • David Wilson has been quiet for 4 days
    Stage: New. Next action: Make first contact call.
    Stale lead
  • Robert Jenkins has been quiet for 5 days
    Stage: New. Next action: Make first contact call.
    Stale lead
  • Thomas Anderson has been quiet for 7 days
    Stage: New. Next action: Make first contact call.
    Stale lead
  • Confirm appointment — Medicare needs analysis
    Sep 24, 9:00 AM • In Person.
    Confirm appointment
  • Confirm appointment — Annual wellness review
    Sep 24, 12:30 PM • In Person.
    Confirm appointment
  • Confirm appointment — Plan comparison review
    Sep 25, 3:00 PM • In Person.
    Confirm appointment
  • Confirm appointment — Document signing
    Oct 2, 10:30 AM • In Person.
    Confirm appointment
  • Robert Jenkins is due for an annual review
    Review date Sep 26, 2026 • Humana.
    Annual review
  • Linda Park is due for an annual review
    Review date Sep 27, 2026 • Aetna.
    Annual review
  • Thomas Anderson is due for an annual review
    Review date Sep 28, 2026 • UnitedHealthcare.
    Annual review
  • Jennifer Hall is due for an annual review
    Review date Sep 29, 2026 • Cigna.
    Annual review