From Open Enrollment Chaos to Renewal Wins How Brokers Can White-Label AI to Stand Out

Executive Summary

Every year, Open Enrollment brings the same storm: HR teams swamped with employee questions, brokers pulled into endless calls about plan details, and client satisfaction put at risk just when renewal decisions are around the corner.

At the same time, employers expect more from their brokers than just negotiating rates. They want partners who simplify benefits, support their HR teams, and deliver a better employee experience. In a crowded broker market where products look the same, service and innovation are what set firms apart.

CallBotics helps brokers turn this challenge into an opportunity. Our human-like AI voice agents resolve 80%+ of employee questions instantly from plan basics to ID cards freeing HR teams from repetitive calls. For brokers, the advantage is twofold: keeping clients happy at renewal and winning new ones with a differentiated, tech-enabled service.