PurlPal - Features and Demos

Launch a scripted auto-play movie that runs end-to-end with no mic and no signup — or drive the live consumer voice assistant yourself.

Feature demos

Watch demos showing examples of how Pal handles different user interactions.

You can also Try it Now for yourself, using plan data from the previous enrollment period.

Full enrollment — end to end

The flagship movie. Pal greets, walks through providers / medications / pharmacy / health usage, unlocks D-SNP after a Medicaid disclosure, opens plan results, shortlists and compares, then drives all the way through enrollment with a Medicare-card camera scan and eligibility confirmation.

Rhonda (65 year-old female) in Charleston Charleston, SC · ZIP 29401
EnrollmentD-SNPCamera Scan

A walkthrough of the PurlPal experience.

Pal walks the user through providers / medications / pharmacy / health usage — including scanning a pill bottle with the camera to capture a medication — unlocks D-SNP plans after a Medicaid disclosure, opens plan results, and helps the user compare plans. Pal then guides the user through enrollment, scanning the user's Medicare card via camera scan, and confirming eligibility.

The only demo that performs both camera scans on screen.

Plan Comparison Functionality

Demos starting from the Plan Results page, so you can focus on the plan shopping experience without the user onboarding.

Navigating 100+ plans in Houston Houston, TX · ZIP 77002 · 102 plans
Shopping

No chronic-condition disclosure, no Medicaid. Visitor browses inventory, asks about benefits, opens a card.

Patient with diabetes with many options Miami Beach, FL · ZIP 33139 · 109 plans
ShoppingC-SNP

Visitor voluntarily discloses diabetes; Pal unlocks C-SNP plans, narrates the shortlist, opens a plan card.

Conversational Plan Comparisons

Visitors describe preferences and the visible plan list updates to match them. Translates colloquial phrases ('the cheap PPO', 'the gold one') to specific plan filters.

Handling multiple criteria Charleston, SC · ZIP 29401
FilteringResolve

Visitor describes five preferences: fitness + dental, premium ceiling, star rating, then 'show me everything again'. Pal narrows down options to a single carrier and opens HumanaChoice by a user-friendly name (not a plan ID).

Advanced narrowing in Miami Beach Miami Beach, FL · ZIP 33139
Filtering

Stacks the numeric side of narrow_to_plans — max out-of-pocket ≤ $4,000, PPO-only, zero drug deductible, and a specialist-copay cap under $50 — then restores the full inventory. Complements Charleston's benefit / premium / star / carrier lineup.

The shortlist — beating analysis paralysis Miami Beach, FL · ZIP 33139 · 109 plans
ShortlistCompareC-SNP

Three narrowing rounds, one plan pinned each round. When a later PPO-only filter hides both pinned HMOs, the candidate badge above the plan list keeps them tracked — proof that Pal is your working memory across the whole search. Ends with a three-way compare and a visitor-chosen plan.

Handling vague requests in Houston Houston, TX · ZIP 77002
Resolve

Resolves questions based on relative references, like 'the one we just looked at'. Shows a disambiguation moment when 'a gold plan' matches multiple Humana plans.

Text-only Interaction

First-time visitor onboarding. A coach mark on the Talk with Pal launcher tells the shopper they can speak or type. Once the panel opens, a second coach mark points at the Text Only chip; the visitor clicks it and Pal switches to a text-only chat. Shows that Pal accommodates users who don't want to speak out loud — accessibility, private settings, noisy rooms, or personal preference.

First-time visitor — coach marks + Text Only Miami Beach, FL · ZIP 33139
OnboardingText Only

Coach mark on the Pal launcher, then a second coach mark on the Text Only chip. Visitor clicks Text Only right away, types 33139, and Pal drives the page from the chat.

Guardrails — when Pal declines or steps aside

Pal is licensed and operates under CMS Marketing Guidelines. These demos exercise the 'no' behaviors that keep the channel compliant: declining to recommend a specific plan, redirecting off-topic conversation, handing off warmly when a shopper asks for a person, and ending the call for complex medical background or inappropriate input. Every handoff routes to a licensed Walmart Insurance Services agent.

“Just tell me the best plan.” Houston, TX · ZIP 77002
ComplianceCompare

The CMS-compliance moneymaker. Visitor asks Pal to pick a plan; Pal declines per Marketing Guidelines, asks what matters most, then puts three plans keeping the visitor's cardiologist side by side and bounces the choice back.

Four hard turns in Atlanta Atlanta, GA · ZIP 30303
HandoffCompliance

Four vignettes end-to-end. An off-topic political question gets a polite redirect and the session continues. A visitor asking for a real person is warmly routed to a licensed WIS agent. A recent organ transplant disclosure triggers an empathetic handoff. A trolling opener triggers the zero-tolerance handoff.

Try it Now

Run the product yourself — drive a session and hear Pal respond.

Pal on Walmart Insurance Services

sunfire.purlpal.ai/wmc

The consumer-facing, voice-driven Medicare shopping wizard. Enter a ZIP to explore and compare Medicare Advantage and prescription drug plans in your area, or hit Talk with Pal and let the assistant walk you through it.

  • Voice-driven plan discovery — providers, medications, pharmacy, health usage
  • Chronic-condition and Medicaid disclosures unlock C-SNP / D-SNP plans mid-flow
  • Shortlist, compare, and open plan cards conversationally
Open the live demo →
Feature List

What Pal does at each stage of the shopper's journey, from first contact through a submitted enrollment.

1 · Onboarding

Meeting the shopper where they are, and gathering just enough to shop accurately.

  • Speak or type — a coach mark on the Talk with Pal launcher shows both paths. Nothing is voice-only.
  • Text Only mode — one click silences Pal's voice and switches to chat, for accessibility, private settings, noisy rooms, or plain preference.
  • Pal drives the page — the shopper types or says a ZIP and the underlying site responds; the chat isn't a separate silo.
  • Needs discovery — providers, medications, pharmacy, and health usage, gathered conversationally rather than as a form.
  • Pill bottle camera scanthe shopper points their camera at a prescription label and Pal reads the medication off it, instead of spelling out drug names. Typing stays available for anyone who prefers it.
  • Eligibility disclosures unlock plan types — a Medicaid disclosure opens D-SNP plans, a chronic-condition disclosure opens C-SNP, mid-conversation and without restarting.

2 · Plan Selection

Turning a hundred-plus plans into a short, defensible list — in the shopper's own words.

  • Large-inventory handling — 100+ plans in a single ZIP stay navigable instead of overwhelming.
  • Spoken preferences reshape the list — benefits (fitness, dental), premium ceilings, star ratings, and carrier all filter the visible results live.
  • Numeric filters — max out-of-pocket ceilings, plan type (PPO/HMO), zero drug deductible, and specialist-copay caps.
  • Undo without starting over — "show me everything again" restores the full inventory.
  • Colloquial and relative references — "the cheap PPO", "the gold one", "the one we just looked at" resolve to specific plans by position, tier, or carrier.
  • Disambiguation — when a phrase matches several plans, Pal asks rather than guessing.
  • Shortlist and compare — plans open side by side, referenced by user-friendly name rather than plan ID.
  • Declines to recommend — asked to pick "the best plan," Pal declines per CMS Marketing Guidelines, asks what matters most, and hands the choice back to the shopper.

3 · Enrollment

Carrying a chosen plan through to a submitted application without leaving the conversation.

  • Guided application — Pal walks the shopper through enrollment step by step.
  • Medicare card camera scanthe shopper holds their card to the screen and Pal captures it, so nobody has to key in the eleven-character MBI by hand. The single biggest source of typos in an application.
  • Eligibility confirmation — verified before the application is completed.
  • Handoff to a licensed agent — available at any point. A request for a person, a complex medical disclosure, or inappropriate input routes to a licensed Walmart Insurance Services agent with a callback request and a Call now option.