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Benefits work better when brokers can, too

Guide better client decisions, streamline enrollment, and scale without the extra admin hassle. All while your book stays yours.
See how Lucie works

For brokers

All the impact you want, none of the busywork you don’t

Lucie’s AI plugs into your workflow to cut out the noise and speed up decisions. The result: You can take care of your clients without giving up any control.

Cut out what slows you down.

AI handles the admin: narrowing options, surfacing trade-offs, and answering questions in real time. That frees you up to focus on advising clients.

Enroll in health and supplemental, together.

Lucie is the only EDE with supplemental products built right in. Quote, recommend, and enroll clients in health, dental, vision, and other coverage in one single flow.

Stay in total control as you scale.

Your CRM, relationships, and judgement stay yours. That’s right. Lucie centralizes client context and supports your process to amplify your expertise.

See Lucie in action

For agencies

Power up your agency

Lucie provides a smarter foundation so your team can scale with real momentum.

Multiply your team’s impact.

Lucie helps teams support more clients without increasing headcount. How? AI-assisted shortlisting, centralized client context, and CRM connectivity.

Preserve quality at scale.

Lucie captures client context and decision rationale in a shared layer. That way advice stays consistent and high-quality across the firm.

Deliver value beyond Open Enrollment.

Lucie identifies where coverage falls short and surfaces supplementary benefits. You guide smarter, more wholistic health decisions year-round.

Everything you’d expect and more

Lucie elevates your value from the first conversation to post-enrollment.

Get the full picture.

Lucie captures clients’ needs from the get-go so you never have to start from scratch later.

Advise with complete confidence.

Lucie surfaces the best options for your clients needs. That way you can spend more time advising them on real-world fit.

Stay relevant all year round.

Lucie flags where coverage falls short and extra care can fill the gaps. This gives you a smarter, more complete solution for your clients.

Frequently asked questions

Does Lucie replace me as the broker?

No way. Lucie isn’t here to replace brokers. It’s here to take the busywork off your plate. This frees you up to focus on applying your judgment and advising your clients.

Who owns the client relationship and data?

You do! Your client relationships and data remain yours. Lucie doesn’t resell your book, lock you in, or put a wall between you and your clients. It’s here to support your business, not take it over.

Do I have to move my CRM or rebuild by book to use Lucie?

No, you don’t. Lucie is designed to make your job easier. It works alongside your existing tools so you don’t have to abandon your CRM, re-enter your book, or rebuild workflows.

We’re here when
you need us.

Have a question or need support? Our team is ready to help you understand your options and move forward with confidence.
Request a Demo

Footnotes

Oscar Medical coverage is underwritten by Oscar Insurance Company located in New York, New York. Plans sold in New York are underwritten by Oscar Insurance Corporation located in New York, New York. Plans sold in Florida are underwritten by Oscar Insurance Company of Florida. Plans sold in New Jersey are underwritten by Oscar Garden State Insurance Corporation. Administrative Services for all plans provided by Oscar Management Corporation. Plans sold in Texas use policy and associated COC form numbers OSC-TX-IVL-HMO-EOC-2025-HIX OHIN-134128348; OSC-TX-IVL-HMO-EOC-2025 OHIN-134128297; GUIDED OSC-TX-IVL-HMO-GOLD-GUIDED-CARE-EOC-2025 OHIN-134128360; OSC-TX-IVL-EOC-2025 OHIN-134080911;OSC-TX-IVL-EOC-2025-HIX OHIN-134080906; OSC-TX-S-IVL-EOC-2025-HIX OHIN-134079760; OSC-TX-S-IVL-EOC-2025 OHIN-134079760. Plans sold in Virginia use policy and associated form numbers VA ON OSC-VA-IVL-EOC-2025-HIX OHIN-134065976; VA OFF OSC-VA-IVL-EOC-2025 OHIN-134065976.

HMO products are offered by Oscar Insurance Corporation and Oscar Buckeye State Insurance Corporation in Ohio, Oscar Health Plan, Inc. in Arizona and Illinois, Oscar Health Plan of Pennsylvania, Inc in Pennsylvania, Oscar Health Plan of Georgia in Georgia, Oscar Health Plan of North Carolina, Inc. in North Carolina, Oscar Managed Care of South Florida, Inc. in Florida, Oscar Health Plan of New York, Inc. in New York, and Oscar Managed Care in Texas.
All insurance policies and group benefit plans contain exclusions and limitations. For availability, costs, and complete details of coverage, contact a licensed agent or Oscar sales representative.
1 $3 Prescriptions include up to a 30-day supply of medication. $3 prescriptions may not be available in NJ, or NY, on FL Off-exchange, Ohio off-exchange plans, or on Catastrophic/Secure plans, Standard plans, or non-Cigna
2 Oscar’s Virtual Urgent Care offerings are not available in US territories or internationally. If you have an HSA-compatible high-deductible health plan or a Secure plan, you won't be eligible for $0 visits. Prescriptions, visits and services may be limited per provider discretion.
3 For 2025, Oscar Primary Care is available in TX (excluding non-elite EPO Bronze plans), NY (excluding Standard Silver, Standard Bronze, and Secure plans), FL (excluding HSA and Secure plans), AZ (excluding Secure plans), GA (excluding HSA and Secure plans), OK (excluding Secure plans). Oscar Primary Care providers are employed by Oscar Medical Group, not Oscar Insurance Company or its insurance plan affiliates. Oscar Primary Care is only available to members 18 years of age and older. Prescriptions, visits and services may be limited at the provider’s discretion and Oscar Primary Care is not intended to be used in conjunction with another primary care consultation. Oscar Care in-person visits in conjunction with your virtual visit may have a copayment. Due to medical licensing laws, you must be in your home state at the time of your virtual visit. On HMO plans in GA and TX, and on EPO plans in Northern and Central FL markets there may be a cost share associated with your visit. Please view plan details here for more detailed information.