Healthcare Plan Matching System
How we'll turn 3 days of work into 1 hour of smart automation
System Overview
This document outlines the technical architecture for your Healthcare Plan Matching AI system. Don't worry about the technical details - we handle all of this. What matters is that you understand how it works and why it's secure.
Agent
Inputs
Client needs &
preferences
AI
Analysis
Compare 500+
plans instantly
Smart
Match
Top 3
recommendations
Results
Professional
report ready
System Components
Here's what we're building for you - think of these as the different parts of your new time-saving machine:
Smart Input Form
Simple web form your agents use to enter client information. Takes 2 minutes to fill out, remembers common entries, validates data automatically.
AI Matching Engine
The brain that compares plans. Understands medical terms, coverage details, and pricing. Works like having 10 experts working simultaneously.
Plan Database
Stores all carrier plans with instant search. Updates automatically when carriers change plans. No more outdated spreadsheets.
Report Generator
Creates professional comparison reports your clients love. Branded with your logo, explains everything in plain English.
Here's what powers your solution - all proven, enterprise-grade technology:
We take your client data seriously. Here's how we protect it:
- Encrypted Everything: All data is encrypted in transit and at rest
- No Data Sharing: Your data never trains AI models or gets shared
- HIPAA Compliant: Meets all healthcare privacy requirements
- You Own It: All data belongs to you, exportable anytime
- Audit Logs: Track who accesses what and when
- Auto-Deletion: Old data automatically removed per your policy
How We'll Build It (30-Day Timeline)
Week 1: Setup & Data Collection
We'll gather your carrier plans, understand your process, and set up the basic system. You'll see a demo by Friday.
Week 2: Build Core Matching Logic
The AI learns your plans and matching criteria. We'll test with real scenarios from your team.
Week 3: User Interface & Testing
Your team starts testing. We refine based on feedback. Reports get polished.
Week 4: Training & Launch
Train your team (takes 1 hour). Go live with real clients. Measure time savings.
Your solution meets all industry requirements:
- HIPAA compliant for healthcare data
- SOC 2 Type II certified infrastructure
- Regular security audits and penetration testing
- Role-based access control (who sees what)
- Complete audit trail for compliance
- Disaster recovery and daily backups
Integration Points
Your new system plays nicely with tools you already use:
- Email: Send reports directly from the system
- CRM: Sync client data (if you want)
- Carrier Portals: Auto-import plan updates
- Document Storage: Save reports to your preferred system
- Analytics: Track usage and time savings
What Success Looks Like
After 30 days, you'll have:
- Fully functional plan matching system
- Your team trained and using it daily
- At least 20 hours saved per week
- Happy clients getting faster service
- Clear metrics showing ROI
- A roadmap for expanding to other workflows