FCA Bot
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An AI text assistant for licensed health insurance advisors

FCA Bot is subscription software for licensed health insurance advisors and agencies.

What it does

FCA Bot's AI assistant replies to leads who text in. It answers their questions, gathers basic household and health details used for eligibility, gives a price range and books a call on the advisor's calendar.

Advisors manage leads, clients and appointments in a web dashboard.

We sell software only; we do not sell insurance or act as an insurance agency.

Who it is for

FCA Bot is for business use by licensed health insurance advisors and agencies.

You use your own PitchPrfct texting account and Calendly; FCA Bot connects to them.

Accounts are set up by invitation. To ask about an account, email agent@trevorchofmann.com.

Pricing

All prices are in US dollars.

  • $200 per month per account, including 750 conversations.
  • The monthly fee is charged at the start of each billing month.
  • $0.40 per conversation above the allowance, billed monthly.
  • Each sub-account adds $100 per month and 375 conversations.
  • A sub-account added mid-month is charged, and its conversations included, for the rest of that month.
  • You confirm the charge before a sub-account goes live.
  • No free trial.
  • Invited agents may use the dashboard without the assistant at no charge.

A sub-account is an extra PitchPrfct texting account under the same advisor.

An account and its sub-accounts share one allowance.

For example, an account with one sub-account includes 1,125 conversations in each full month.

A conversation is one lead actively texting with your assistant in a billing month. Each lead counts once per month, however many messages they send. A lead whose only text is an opt-out is not counted.

Payments are processed by Stripe.

Cancellation and refunds

  • You can cancel anytime by emailing agent@trevorchofmann.com.
  • Your service continues to the end of the paid month, then stops.
  • We do not refund partial months.
  • Conversations above the allowance in your final month are billed on that month's final invoice.
  • A charge made in error is always refunded.
  • If a payment fails, Stripe emails the card holder and your dashboard shows a banner. If the payment is not fixed, your assistant pauses until it is.

Contact

For questions, support or billing, email agent@trevorchofmann.com.