This page is for internal use only. It identifies the main target profiles for selling AI Infusion services.

Our ideal customer:

• Has large manual back office
• Labor is cost center
• Leadership is margin-sensitive
• Has not fully automated
• Is willing to restructure headcount
• Has 50–500 FTEs in operations

If any of those fail, risk increases dramatically.

Primary Targets

High-Volume Operational Service Providers

Includes:

• BPO firms (for any industry, of any kind). They are most motivated. If they lose AI race, they will start losing contracts.
• TPAs (Flores, Alegeus) - huge industry, well-known players
• Benefits administrators (similar to TPAs)
• HR outsourcing (similar to TPAs)
• AP/AR processing firms

Sales deck here

Tier 2 Targets

Insurance companies

• Carriers (large, slow, huge potential)
• Managing General Agents (MGAs) (more agile, ROI-motivated, heavy labor)
• TPAs (identical to the tier 1 above)

Workflows:

• Underwriting support
• Policy issuance
• Documentation
• Broker communication
• Compliance checks

Not interested in insurance Brokers, Claim Adjusters, Reinsurance. These are less about labor, more about relationships and field work.

Opportunistic Targets

Logistics operators

There is a lot of human involvement and exception handling. Real world is not very rule-based.

Legal firms

Tons of potential, but they bill by the hour. How long before this industry transforms to be result-oriented? Also, ROIs and KPIs are much more vague

Tax and bookkeeping

They also bill by the hour. Large tax factories are already rather high-tech and will likely use their own IT for AI transformation.

Stay away from

Technology companies or those with strong internal IT

They will engage for phase 1 and then take over subsequent work.

Small firms

If we replace 5 FTEs with AI, it may never pay for itself.

R&D firms

There is little repetitive there

Banks and Government

Too conservative. Sales cycle and vetting may take years and not lead anywhere