Your 30-Day Journey to AI Success
Clear steps, measurable milestones, and guaranteed results
Executive Summary
This roadmap outlines exactly how we'll transform your Healthcare Plan Matching process from a 3-day manual task to a 1-hour AI-powered solution. Every step is designed to minimize disruption while maximizing value delivery.
Implementation Phases
Phase 1: Discovery & Setup
Days 1-3What We'll Do Together:
Watch your agents compare plans, understand pain points, document current process
Gather your carrier plans, pricing sheets, and comparison criteria
Agree on specific metrics: time saved, accuracy targets, user adoption goals
Create secure cloud environment, set up user accounts, configure security
Discovery report, success metrics agreement, technical environment ready
Phase 2: Build & Configure
Days 4-10Development Activities:
Train AI on your 500+ plans, coverage rules, and matching logic
Build simple web form for client input, designed for speed and accuracy
Design professional comparison reports with your branding
Connect to your existing tools (email, CRM if needed)
Working prototype, demo with your real data, initial accuracy testing results
Phase 3: Test & Refine
Days 11-20Testing Activities:
Your top 2 agents test with real client scenarios, provide feedback
Compare AI recommendations to manual results, ensure 100% accuracy
Speed up processing, improve user experience based on feedback
Test complex scenarios, unusual requirements, ensure robust handling
Test results report, refined system, agent feedback incorporated
Phase 4: Train & Launch
Days 21-30Launch Activities:
Hands-on training for all agents, practice with supervision
Simple reference materials, troubleshooting guide, best practices
Start with simple cases, gradually increase complexity, build confidence
Track time savings, accuracy, client satisfaction, celebrate wins
Trained team, production system, results dashboard, 30-day success report
We'll measure success with these specific, trackable metrics:
Team Responsibilities
Clear roles ensure smooth implementation:
Your Team
Our Team
Executive Sponsor
IT Support
| Potential Risk | Mitigation Strategy |
|---|---|
| Agent resistance to change | Start with enthusiastic early adopters, show time savings, celebrate wins publicly |
| Data quality issues | Clean and validate data in Phase 1, build in error handling, manual override options |
| Technical complexity | Keep interface simple, provide extensive training, offer ongoing support |
| Accuracy concerns | Extensive testing in Phase 3, agent validation, ability to review all recommendations |
| Integration challenges | Start standalone, add integrations gradually, maintain manual backup options |
Post-Launch Support
Your success continues after launch:
- Week 5-8: Daily check-ins, immediate issue resolution, usage monitoring
- Month 2-3: Weekly optimization, feature refinements, expansion planning
- Ongoing: Monthly performance reviews, quarterly updates, continuous improvement
Your Next Steps
Ready to start your transformation?
This roadmap turns your 3-day problem into a 1-hour solution in just 30 days.