The answer is already in your files. Lobbi Brain finds it in seconds.

Lobbi Brain searches your plan documents, signed forms, carrier emails, call notes, and other files. Ask a question and see the answer and the file it came from.

Your files stay private.

  • Your files stay private
  • Your files never train AI
  • No technical skills needed
A connected view of Plan details, Signed appointment forms, Carrier emails, Call notes, Drug lists, Training records
Plan detailsAetna Medicare plan H5521-123Ready to search
Signed appointment formsMary J. — signed October 4Ready to search
Drug listsCovered medicines and costsReady to search

Ask a question. Get the answer. See the file.

Ask it the same way you would ask a coworker. Lobbi Brain searches your agency files, answers in plain language, and shows the exact file and page it used.

Answer checked against your file

Answer

$4,200 a year

For doctors and hospitals in the plan's network, this member pays no more than $4,200 in 2026. Specialist visits cost $45.

File used

Aetna Medicare plan H5521-123 — page 14

Plan document

Searched the files already connected to Lobbi Brain
Found the right section
Checked the answer against the file

Aetna Medicare plan H5521-123 — page 14

Plan document

File on record

Plan document

Current source

For doctors and hospitals in the plan's network, this member pays no more than $4,200 in 2026. Specialist visits cost $45.

Answer found in this source
$4,200 a year
See the exact file and page used
File shown

From plan details to signed appointment forms, every answer shows the exact file or message used.

Three steps.
That is it.

No training course. No call with an IT team. If you can use email, you can use Lobbi Brain.

01

Forward carrier emails.

Send carrier emails to Lobbi Brain. New updates are added for you.

02

Add your files.

Upload plan documents, signed forms, call notes, and other files. If you can attach a file, you can do this.

03

Ask a question.

Type a question the way you would ask a coworker. Get the answer and see the file it came from.

Start with a small set of files, then add more when your team is ready.

Your files stay private.
Every answer shows its work.

Your team handles important information every day. Lobbi Brain keeps those files inside your account.

  • Plan details
  • Signed appointment forms
  • Carrier emails
  • Call notes

01

Your files stay private.

Only your agency can see the files you add.

02

Your files never train AI.

Your client files, signed forms, and call notes are used only to answer your agency's questions.

03

See the file and page behind every answer.

Each answer names the file and page or email where the information was found.

04

Made for Medicare agencies.

Search plan documents, signed forms, carrier updates, enrollment forms, and call notes in one place.

Before. With Lobbi Brain.

Search email, plan documents, carrier websites, and call notes for one answer.

01

Before Lobbi Brain

Too many places to check.

Plan details

Aetna Medicare plan H5521-123

Source on file

Signed appointment forms

Mary J. — signed October 4

Source on file

Carrier emails

Aetna plan rating email

Source on file

Interrupt a coworker to find a signed form or the latest plan change.

02

With Lobbi Brain

Ask one question and see the answer and the file it came from.

What is the most this member pays in a year?

Answer

$4,200 a year

For doctors and hospitals in the plan's network, this member pays no more than $4,200 in 2026. Specialist visits cost $45.

Aetna Medicare plan H5521-123 — page 14

Plan document

  • Answer shows the file and page.
  • No digging through folders.
  • Easy to double-check.

Open the signed form or carrier email behind the answer.

Built for every role across insurance agencies.

One shared place for every team member who needs answers from the same files.

Example question for Agency owners

Find carrier changes, agency history, and operating information across the files your team uses.

What is the most this member pays in a year?

For doctors and hospitals in the plan's network, this member pays no more than $4,200 in 2026. Specialist visits cost $45.

Aetna Medicare plan H5521-123 — page 14

Plan document

See how it works for my agency

File used

Aetna Medicare plan H5521-123 — page 14

Plan document

For doctors and hospitals in the plan's network, this member pays no more than $4,200 in 2026. Specialist visits cost $45.

$4,200 a year

Straight answers to common questions.

Privacy comes first. Always.

Your files stay private. They never train AI, and we do not sell your data.

See how it works for your agency.

Join the early-access list. We will set it up with you using your files and real questions from your agency.

Your files stay private.

Choose a time and we will walk through it with you
  • Your files stay private.
  • Your files never train AI
  • No credit card
  • Plan details

    Aetna Medicare plan H5521-123

  • Signed appointment forms

    Mary J. — signed October 4

  • Carrier emails

    Aetna plan rating email

  • Call notes

    Mrs. Garcia plan review note

  • Drug lists

    Covered medicines and costs