Agent AI Survey

AI in Medicare Sales —
Agent Insights Survey

Help us understand how agents are using AI today. Your responses shape the tools and support we build for you. Takes less than 2 minutes.

Section 1 — Current use of AI
1. Do you currently use AI-powered tools to stay current on Medicare changes (plans, regulations, benefits)?
2. Do you use AI tools to support or advise your senior clients?
3. Do you use AI tools when working with Dual Eligible Special Needs Plan (D-SNP) or Chronic Condition Special Needs Plan (C-SNP) clients to identify best-fit solutions?
Section 2 — Demand for AI support
1. Would you like carriers or marketing organizations to provide more AI-powered tools and platforms to support your business and client outcomes?
Section 3 — Depth & opportunity (optional)
1. How often do you use AI tools in your day-to-day business?
2. What do you primarily use AI for? (select all that apply)
Other:
3. What is the biggest barrier to using AI tools in your business?
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