SAMPLE ROI ANALYSIS
Your Investment Returns
Healthcare Plan Matching AI - Complete Financial Analysis
30-Day Pilot Results
2.8x
Return on Investment
6 weeks
Payback Period
$101K
Year 1 Savings
The Numbers That Matter
Current State Analysis
| Average time per plan comparison | 16 hours |
| Plan comparisons per week (team total) | 5 clients |
| Total weekly hours on plan matching | 80 hours |
| Average hourly cost (salary + benefits) | $42/hour |
| Current weekly cost | $3,360 |
After AI Implementation
| New time per plan comparison | 45 minutes |
| Plan comparisons per week (team total) | 5 clients |
| Total weekly hours on plan matching | 3.75 hours |
| Average hourly cost (salary + benefits) | $42/hour |
| New weekly cost | $158 |
Monthly Savings Projection
Cumulative Savings Over First 6 Months
$8,400
Month 1$16,800
Month 2$25,200
Month 3$33,600
Month 4$42,000
Month 5$50,400
Month 6Beyond Time Savings - Additional Benefits
More Sales Opportunities
Handle 3x more quote requests without adding staff. Estimated value: $2,500/month in new commissions.
Faster Response Time
Quote turnaround from 3 days to same day. Win rate improvement: 15-20%.
Happier Agents
Less tedious work = better retention. Save $15,000 per avoided turnover.
Better Client Service
Professional reports impress clients. Referral rate increase: 25%.
Investment vs. Return Comparison
| Time Period | Investment | Savings | Net Return |
|---|---|---|---|
| Month 1 (Build) | $15,000 | $8,400 | -$6,600 |
| Month 2 | $0 | $8,400 | +$1,800 |
| Month 3 | $0 | $8,400 | +$10,200 |
| Month 6 | $0 | $8,400 | +$35,400 |
| Year 1 Total | $15,000 | $100,800 | +$85,800 |
Success Metrics We'll Track
During your 30-day pilot, we'll measure these specific outcomes:
- Time per comparison: Target reduction from 16 hours to under 1 hour
- Accuracy rate: 100% accurate plan matching (vs. current 92%)
- Agent adoption: 100% of agents using system daily by week 3
- Client satisfaction: Measured via post-quote survey
- Revenue impact: Track new business from faster quotes
Risk Mitigation
We've structured this to minimize your risk:
- Week 1 Go/No-Go: If we don't meet Week 1 criteria, you can stop with just $5,000 invested
- Guaranteed adoption: If your team doesn't use it, we'll fix it free
- No vendor lock-in: You own all code and can modify as needed
- Proven approach: Same system working at 3 other agencies
The Bottom Line
Your $15,000 investment pays for itself in 6 weeks
After that, you're saving $8,400 every month. That's $100,800 in the first year alone - not counting increased sales from faster service.