Your Medicare bookalready knowsthe answer.Lobbi Brainrememberswhere it is.

The private AI memory for Medicare and healthcare insurance teams.Find answers across plan docs, SOAs, carrier notices, call notes, and client emails—instantly.

Private by design. Your data stays yours.

MAPD PlanAetna MedicareH5521-123
SOA FormMary J.Signed Oct 4
Compliance FileCMS TrainingCompleted
  • Private AI Memory

    Your data never trains a model

  • Source-Backed Answers

    Every answer cites its source

  • Built for Medicare

    SOAs, plan docs, carrier notices

  • Compliance-Ready

    Designed for regulated markets

Private by design. Your data stays yours — it never trains a model, leaves your account, or gets shared with third parties.

The PARA System

Everything has
a place. Always.

Medicare plan docs, SOAs, carrier notices, call notes, and client history — organized so every answer has a home.

Click a quadrant to see a real workflow.

Chaos to Order

From everywhere,
to right where.

Scattered Medicare details become organized knowledge your team can trust.

MAPD Plan DocPDF
SOA · Mary J.Form
Star Rating NoticeEmail
Part D FormularyPDF
Compliance TrainingRecord
Client Call NoteNote

6 unsorted files · no structure

The Lobbi Brain Philosophy

Organize by action,
not by topic.

Medicare knowledge should be searchable the moment you need it — not buried in folders named by year.

Built for How You Work

Medicare Agents

SOAs, plan comparisons, and client notes.

Healthcare Brokers

Carrier notices, renewals, and enrollments.

Field Marketing Organizations

Downline training, compliance, and campaigns.

Senior Market Teams

Part D checks, call notes, and plan changes.

Benefits Agencies

Client files, renewals, and compliance.

Medicare AgentsHealthcare BrokersField Marketing OrganizationsSenior Market TeamsBenefits AgenciesMedicare AgentsHealthcare BrokersField Marketing OrganizationsSenior Market TeamsBenefits Agencies

One Searchable Library

Everything
you need.
Nothing
you don't.

Lobbi Brain Library12 items
3 active tasks

Source-Backed Answers

From: AEP 2027 Campaign

NameTypeDate

50+

Source Types

Plan docs, SOAs, carrier emails, forms, spreadsheets, call recordings, and more.

PDFEmailFormNoteRecordLinkSheetMP3

The Lobbi Brain Process

Capture — preview

Aetna MAPDPlan Doc
Mary J. SOAForm
Star Ratings noticeEmail
Part D checkPDF

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Private by design. Your data stays yours.

  • HIPAA-aware infrastructure
  • Private by design — your data stays yours
  • Built for Medicare brokers and FMOs