Riley & Associates Medicare Agency Platform
Riley & Associates

Autonomous AI Agent Role & Nurture Engine

Configure your AI Agent executive identity, customize the 4-stage nurture scripts, and inspect live triage decisions in batches of 8.

Bay 1: AI Agent Executive Role & Compliance Hub
Executive Identity & Voice

ConnectSafely is currently authenticated under this LinkedIn profile.

Automatically appended to compliant advisory correspondence.

Injected by AI into Inbound conversion replies and follow-ups.

Bay 2: 4-Stage Autonomous Nurture & Triage Scripts
Deterministic 4-Action Engine
1 Stage 1: Connection Request Hook (Target: 10–12/day)
Live Dynamic Tokens:
2 Stage 2: Fresh 1st-Degree Welcome (0 Prior Messages)
Auto-Trigger: New 1st-Degree Connection
Live Dynamic Tokens:
3 Stage 3: Dormant Connection Re-engagement (Cold > 30 Days)
Auto-Trigger: Inactivity > 30 Days
Live Dynamic Tokens:
4 Stage 4: Sentiment & DNC Suppression Rules (Closed Leads)
Auto-Suppression Trigger

When a conversation thread contains any of the following rejection keywords, the AI automatically classifies the contact as Closed Lost / DNC and suppresses all further outreach:

not interested stop messaging unsubscribe remove me already partnered do not contact
Bay 3: Connection Thread Triage Simulator (Next Batch of 8)
Auditing 1st-Degree Network

The AI engine analyzes your 1st-degree connections in batches of 8, evaluates message recency and sentiment, and deterministically triages each contact:

Connection Profile Chat Thread Status AI Triage Verdict Staged Action / Draft Actions
Loading Outbound Triage Queue...
Connecting to live account queue data from /api/queue