MA
Maria Alvarez64 · AZ · Medicare Advantage
Hotquote pending
Features · try everything, no login
The agent's whole workflow,
and you can drive all of it.
Bishop maps to how under-65 agents actually work — Lead → Contact → Close → Retain — with real ACA subsidy math underneath. Every feature below is a live demo on realistic (fictional) data. Start with the Lifecycle Desk, then dig into any tool.
The Lifecycle Desk · interactive
Run a real lead through her whole lifecycle
MA
New leadcaptured · consentedFacebook Lead Form
Checking TCPA consent…Validating consent + calling window
MA
Maria Alvarez64 · Glendale, AZ · Medicare Advantage
New Leaddrag Maria along the rail, tap a stage, or press ← →. Each stage runs the real feature.
Real subsidy math, not a lookup table.
The number under every ACA sale — computed live, right here.
ACA subsidy estimator
FPL %, CSR tier, and the contribution — as you type
Enter household, income, and state and watch the federal-poverty %, the CSR cost-sharing tier (94/87/73), and the expected monthly contribution recalculate instantly. It's the same unit-tested math the app runs — and in the full product it pairs with live CMS Marketplace plan search and a HealthSherpa enrollment hand-off.
Income vs. poverty level204% FPL
- CSR cost-sharing tier
- 73%
- Medicaid-expansion state
- No
- Est. monthly contribution
- $178/mo
~73% of costs covered (Silver)
Qualifies for a premium tax credit. Cost-sharing reductions apply on Silver plans up to 250% FPL.
Estimate from 2026 federal poverty guidelines and income only. Your final premium and dollar credit also depend on age, ZIP, and the benchmark plan. Not a binding quote — verify at healthcare.gov.
Screen every prospect before you dial.
Consented contacts in — checked against the rules before the call connects.
TCPA compliance engine
The call that shouldn't happen never connects
Consent, calling-window, and DNC checks run before the dialer fires. Flip the conditions and watch Bishop clear or block the call — with the reason.
Written consentTCPA prior express consent on file
Internal Do-Not-CallNumber flagged on your DNC list
Prospect local timeCalling window 8:00am–9:00pm · 2:00pm
Call permitted
- Consent verified, within calling window, not on DNC
Reach them first — by call and by text.
Speed-to-lead with a built-in power dialer and AI texting you approve.
Power dialer
Dial the queue hands-free, drop voicemails, log outcomes
Bishop runs your consented queue: dial, connect or drop a pre-recorded voicemail, then disposition and advance — automatically. No separate dialer to bolt on.
MA
Maria Alvarez(480) 555-0148
0:00
AI SMS responder
Objection handling in your voice — reviewed before it sends
Multi-persona, compliant text replies drafted instantly, then held in a review queue for your approval — no silent auto-send. (Scripted demo; a hook is left in the code for a live model.)
Text the prospect an objection below — or tap a quick one. Bishop's AI drafts the reply in your voice.
Scripted demo · responses are pre-written, not a live model
Quote, bind, and get paid — tracked to the cent.
An insurance-native pipeline and commissions that reconcile themselves.
Insurance pipeline
A board that speaks policies, not generic 'deals'
Drag a lead from New through Active Policy — or use the arrows on touch and keyboard. Stages, products, and cards modeled on real insurance sales.
SK
Susan Kim58 · CA · ACA Health
quote pending
JW
James Whitfield67 · FL · Medicare Supplement
$148/mo
AC
Andre Coleman43 · GA · Term Life
$54/mo
DP
Dolores Pena71 · TX · Final Expense
$62/mo
HR
Hector Ramirez39 · NV · IUL
Hot$210/mo
RT
Robert Tanaka66 · WA · Medicare Advantage
quote pending
WP
Wanda Pierce69 · OH · Medicare Supplement
$162/mo
BO
Beverly Osei73 · NC · Final Expense
$71/mo
drag a card between stages, or use the ‹ › arrows
Commission tracking
The spreadsheet you'll never open again
Pick a product, set the premium and your split, and see first-year, renewal, and lifetime value recalculate live — flat MAPD enrollments included. CSV carrier statements reconcile by policy number.
First-year, your take$298
- Gross first-year (FYC)
- $373
- Annual renewal
- $89
- 6-year lifetime value
- $818
Keep the book — and keep it renewing.
Renewals, cross-sell, and your inbox and calendar connected to the book.
Gmail & Calendar
Inbox and agenda, connected to the book
Carrier confirmations, client replies, and your day in one view. Book a renewal review and the invite goes out and the calendar updates — no tab-switching.
- MAMaria AlvarezLeadRe: Your Medicare optionsThanks Alex — yes, mornings work best for me…
- SHSummit HealthCarrierEnrollment confirmed · M. AlvarezThe enrollment has been accepted, effective…
- JWJames WhitfieldClientPlan G questionQuick one before our Friday call…
- 9:30aAEP prep block
- 11:00aCall: Hector R. — IUL review
- 2:00pTeam huddle
The whole stack
Far more than the four headliners.
The demos above drive the tools agents touch hourly. Behind them is the rest of the platform — every capability below is shipped and in production. Bring your own products; this is what's waiting.
Contacts & pipeline
An insurance-native book of business, not a generic deal tracker.
- Client 360 — coverage, discovery, docs, activity timeline
- Drag-and-drop pipeline by status, disposition, or tag
- Tags & segmentation with bulk actions
- Disposition + lead score (hot / warm / cold)
- CSV import wizard with dedupe
- DNC flag & TCPA consent capture
- Public, agent-branded lead-capture forms
Conversations — SMS, email & voice
Every channel in one inbox, with compliance in the send path.
- Dual-carrier SMS (Telnyx + Plivo failover)
- SendGrid + Gmail email with merge templates
- Built-in WebRTC power dialer & voicemail drop
- Call recording + one-tap dispositions
- Unified inbox across SMS, email & calls
- STOP opt-out, 10DLC gating & content linter
- Open / click / delivery analytics
AI assist
Drafts and analysis you approve — never silent auto-send.
- AI call review & summary with action items
- AI SMS responder with human review queue
- Bishop AI Copilot over your own data
- Inbound prospect classification
- Nightly AI lead scoring
- Email-thread summarization
- AI governance: kill-switches & usage metering
ACA & health tools
The under-65 workflow others bolt on as an afterthought.
- Live subsidy / APTC + CSR calculator (2026 FPL)
- CMS Marketplace plan search & quoting
- HealthSherpa enrollment deep-links
- Renewal alerts bucketed by urgency
- Carrier directory, appointments & rate cards
- Medication lookup + GoodRx pricing
- Underwriting (100+ ICD-10) & find-a-doctor
Automation & marketing
Sequences and workflows that respect consent and quiet hours.
- Drip campaigns (SMS + email) with triggers
- Visual workflow builder & execution engine
- Dispatch — compliant cold SMS at scale
- Campaign analytics (send / open / click / reply)
- Retention & renewal workflows
- Agent-branded landing & referral funnels
Commissions & finance
Get paid to the cent — no more reconciliation spreadsheet.
- Commission ledger (advance vs as-earned)
- CSV statement reconciliation by policy #
- Per-carrier / product rate cards
- Finance hub: income, expenses & KPIs
- Credit wallet for SMS / AI usage
- Usage ledger & per-action metering
- Stripe subscription billing
Reporting, training & growth
See the book clearly and level up the desk.
- 8 prebuilt reports + customizable dashboard
- Communications & deliverability reports
- Gamification — XP, badges & streaks
- LMS courses, lessons, quizzes & certificates
- Referral program tracking
- Calendar, booking links & SMS reminders
- Knowledge base + AI regulatory Q&A
Team & security
Multi-agent hierarchy with strict data isolation.
- Roles: owner, supervisor, agent & VA
- Tenant isolation enforced in the database (RLS)
- Supervisor downline workspace
- VA portal with scoped access
- Admin portal — agents, fleet & security
- Client portal (PIN access)
- Invite-only onboarding flow
Shipped & in production · features in active development are intentionally left off this list
Ready when you are
Bring your own products. We'll show you Bishop on them.
Request access or book a 20-minute walkthrough on your real pipeline and carriers. New accounts are approved manually for security.