This isn't a slide deck. It's a working AI agent that manages fertility financing, schedules Fertility Coach sessions, explains IVF insurance, and supports members through their treatment journey.
Ask about financing options, your loan details, scheduling with your Fertility Coach, IVF insurance coverage, or how to get started.
Built around real member scenarios that Future Family's team handles every day.
Shows available plans with monthly payments, APR ranges, and term options based on treatment type. Highlights no down payment and soft credit check.
Balance, payments completed, APR, next payment date, and payment method updates -- all personalized to the member's account.
Books phone, video, or text sessions with the member's assigned Fertility Coach by name.
Explains the 2-Cycle Protection Plan -- coverage, cycles remaining, refund eligibility, claim process, and exclusions.
Current phase, clinic info, key dates, and connection to the Fertility Coach for treatment-specific questions.
Walks new members through how Future Family works, eligibility, the application process, and what to expect.
This demo was built from scratch for Future Family. Real logic for real scenarios.
Pulled Future Family's financing options, IVF insurance, and fertility education into the AI's knowledge base.
Created member-specific workflows for financing, coach scheduling, insurance, and onboarding.
Connected 5 mock tools simulating Future Family's loan management, coaching, and insurance systems.
Ran simulated member conversations including emotionally sensitive fertility journey scenarios.
Connected to your actual member data. Handling your real support volume. This sandbox is just the start.
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