Snow AI Webinar
Live sessions for your clients, and a replay for everyone who missed it.
Hold an open enrollment Q&A or a tax season Q&A for everyone at once. Questions come in, a poll settles what the room thinks, and the replay arrives in chapters.
Questions ahead and during · Live polls · Replays in chapters · For clients in English, Spanish and Hindi
One room for the questions everyone has.
When fifty clients are asking the same thing, answer it once, live, and keep the answer for the ones who couldn’t make it.
Set a session in a minute
A topic, a date, a time. The session gets its own page and one link to share.
Invite from your client book
Pick who should come: every client with a health plan, every tax client, or a handful by name.
From CRMQuestions, in order
Clients send questions ahead or during. You choose which one goes on screen next.
A poll in the moment
Ask the room one question and show the answer as it comes in.
A replay, in chapters
When the session ends, the replay is split where the topics change, so nobody sits through the whole hour.
In the client’s own account
The session page opens in Portal, in English, Spanish or Hindi, next to their plan and their return.
Through PortalA session for each time of year.
Everyone renewing, in one evening
The same five questions arrive every autumn. Answer them once, live, for every client with a health plan, and send the rest to the replay.
- Welcome
- Three things to check before you renew
- Your questions
- Next steps
What to gather, before the rush
Walk every tax client through the papers you need and how to send them from their phone, weeks before the forms start arriving.
- Welcome
- W-2, 1099-R, 1095-A: what to look for
- Uploading from your phone, in Portal
- Signing Form 8879 through Sign
- Your questions
A welcome, for everyone who joined this month
Show new clients around their account in half an hour: where their plan lives, where to upload, where to sign.
- Your one account, for every service
- Choosing your language
- Uploading and signing
- Your questions
Your own staff, on the same page
Train the team on something new before clients see it. The replay stays inside the office for whoever starts next.
- Admin view and Client view
- Read-only and audited: what that means
- Walking a client through their account
- Questions from the team
What a season of sessions looks like.
An office’s calendar for the autumn. Clients see only the sessions they are invited to.
- Oct15Thu
Open enrollment Q&A
6:00 pm · 45 minEnglishHealth plans - Oct20Tue
Inscripción abierta: preguntas y respuestas
6:00 pm · 45 minEspañolHealth plans - Nov5Thu
Comparing 2027 plans side by side
12:30 pm · 30 minEnglishHealth plans - Nov18Wed
Welcome to your account
6:00 pm · 30 minEnglish · हिन्दीNew clients - Dec3Thu
Staff session: Client view
9:00 am · 30 minStaff onlyTeam - Dec8Tue
Tax season Q&A: what to gather
6:00 pm · 45 minEnglish · EspañolTax - Dec17Thu
Signing your return on your phone
12:30 pm · 20 minEnglishTax
The invitation, in the language they read.
Your client doesn’t learn a new tool. The invitation opens in the account they already use for their plan and their return.
- One link, into their own accountThe session sits in Portal, beside everything else you do for them.
- In English, Spanish or HindiThe page follows the language they chose for their account.
- A question, asked privatelyAhead of time or during. Only your team sees who asked.
- The replay, whenever suits themMissed Thursday? The chapters are waiting the next morning.
A room full of clients, and nothing said you didn’t mean to.
Nothing goes out until you say
Invitations and reminders wait for your approval before a single one is sent.
Questions reach the screen when you choose
Your team reads every question first. The name stays off the screen unless you put it there.
Records stay locked
Health records and tax records are each locked under their own key. No staff role can open them, so no session can show them.
Replays for the people you invited
A replay opens inside the accounts of the clients you asked, not on a public page.
Webinar comes with one Snow AI sign-up.
The same login as Tax, Portal, CRM and the rest of the family.
What offices ask first
What is Snow AI Webinar?
Live sessions for your clients, like an open enrollment Q&A or a tax season Q&A, run from the same sign-up as the rest of the Snow AI family.
Who can I invite?
Anyone in your client book. Invite by link. Clients you keep without an email address can be invited to take over their account later, and join sessions from there.
Which languages do my clients see?
Your clients’ accounts in Portal are in English, Spanish and Hindi, and the session page follows the language they chose. The session itself is in the language you present in.
Can I talk about one client’s plan or return in a session?
Sessions are for many people at once, so they are for general questions. A client’s own plan and return stay in their account: health records and tax records are each locked under their own key, and no staff role can open them.
What happens if a client misses it?
The replay waits in their account, split into chapters, so they can go straight to the part they care about.
Are the sessions on this page real?
No. The sessions, dates, questions and numbers on this page are examples, made up to show how Webinar works.
What does it cost?
The price is still being set. See pricing →
Where do I start?
One sign-up opens Webinar and the rest of the Snow AI family. Get started →
Hold your first session before open enrollment.
One sign-up opens Webinar, with Portal, CRM and GetCovered beside it.
Examples shown are illustrative