Turn plan shoppers into warm leads before they move on.
A visitor comparing plans is your best prospect. If they can't find answers on your website, they leave. Chatref answers their plan questions and captures their details for your sales or broker team while they are still engaged.
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Why it matters
The problem this solves.
The challenge
Plan comparison visitors leave your website when they can't find quick answers about coverage, cost, or enrollment steps.
What it costs
Every visitor who leaves unanswered is a potential member your competitor enrolls during open enrollment season.
The Chatref way
Chatref answers shopper questions from your plan content and captures contact details for a timely broker or sales follow-up.
The Chatref solution
How Chatref captures plan shopper leads.
A visitor arrives on your plan comparison page and asks about coverage options, monthly costs, or enrollment deadlines. Chatref answers from your plan content, builds the visitor's confidence, and offers to connect them with a broker or sales representative – capturing their
Real questions
What Chatref answers here.
How do I choose the right health insurance plan?
Can I talk to someone about which health plan is right for me?
What is included in the basic plan vs. the premium plan?
How much will I pay per month for this plan?
Does this plan cover my family?
Can I keep my current doctor if I switch plans?
Loved by support teams
Health plans, turning plan shoppers into enrolled members.
How teams use Chatref to capture warm leads from plan comparison visitors during open enrollment.
We were losing plan shoppers to competitors because our website didn't answer their questions fast enough. Chatref now handles those questions instantly and our brokers receive warm leads with full conversation context.
Open enrollment leads used to dry up after the first week because shoppers couldn't find answers. Now Chatref captures them day and night throughout the enrollment season.
Our brokers receive leads with the full chat context – they know exactly what plan the shopper is interested in and what questions they still have.
more plan shopper leads captured during open enrollment
Spanish-speaking shoppers now get plan answers in their language and our Spanish-speaking brokers receive those leads directly. Enrollment from that segment increased meaningfully.
What information does Chatref collect from plan shoppers?
A lead-capture action collects the visitor's name, contact details, and the plan questions they asked – so your broker or sales team has full context for follow-up.
Can it answer specific plan comparison questions?
Yes. Chatref answers plan comparison questions from your plan content – coverage tiers, monthly costs, family options – and routes to a broker when the shopper is ready to decide.
How quickly do leads reach the broker or sales team?
Lead details are captured in real time and can route to your CRM, email, or broker system immediately – so follow-up happens while the shopper is still interested.
Can it capture leads from Spanish-speaking shoppers?
Yes. Chatref supports up to 11 languages from a single content set, so Spanish-speaking shoppers get plan answers in their language and their details route to the right broker.
Does it work outside open enrollment for year-round lead capture?
Yes. Chatref captures plan shopper details year-round – special enrollment period leads, employer group inquiries, and early open enrollment interest all route to your team.
Capture more plan shoppers before they leave your website.
Point Chatref at your plan content, drop in one snippet, and start capturing warm leads from plan comparison visitors day and night – free to start.
Part of Chatref for Health Insurance Providers · Healthcare hub · pricing.