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

IT Consulting Firms

They are competitors

Hospitals, Doctors

If they provide care, that's not our client. Their RCM functions are of interest to us, but those are typically outsourced.
Highly political and regulated.