AI assistant for Follow Up Boss that turns CRM context into thoughtful follow-up drafts ready for review
AI-powered platform that automates phone calls to insurance companies and healthcare providers
Stage
Startup
Not given
Founded
2024
Not given
Based in
US
US
Pricing model
Freemium
Not given
Pricing
Free: $0/month with 15 AI messages per day, Ace Win Score and Churn Risk fields, and 9 Smart Lists. Ace: $25/seat/month with unlimited messages, Daily Brief, Next Moves, and mobile workspace. Ace Pro: $55/seat/month adding voice, Claude/ChatGPT connector, one-tap AI drafts, and Zillow playbook. Ace
Not given
Key features
AI Chat with contact context and CRM queries embedded in Follow Up Boss
Daily Brief with tasks, appointments, and contacts needing attention
Smart Lists pre-ranked by AI scores for speed-to-lead and lead prioritization
MCP connector for Claude and ChatGPT to access CRM tools in third-party AI apps
Zillow speed-to-lead playbook with 5-minute response timer and alert escalation
Command Center queue sorted by GCI at risk for team-wide revenue management
Automations with Fair Housing compliance scanning before sends
Navigate IVR systems automatically
Wait on hold and conduct live conversations
Eligibility and benefit verification
Prior authorization requirement checks
Claim status inquiry and follow-up
HIPAA compliance monitoring
What makes it different
Draft follow-ups shaped by Follow Up Boss context and saved voice preferences rather than generic AI
Works across multiple surfaces—inside FUB, on iPhone app, and in Claude/ChatGPT via MCP—with consistent memory across all
Fair Housing-trained AI with compliance checks built into drafts and automations
Unified team operations with account-wide Ace Trove add-on providing revenue-focused views and predictive fields
Navigates IVRs and speaks with live representatives automatically
Follow Up Ace
Delfino AI