A benefits administrator maps 12 manual workflows to an AI roadmap in 2 weeks
The problem
A mid-market benefits administrator ran eligibility checks, claims-status inquiries, and plan-document intake entirely by hand. Headcount couldn't scale with the book of business, but nothing AI-shaped had ever cleared their security review — so nothing shipped.
What we did
A 2-week Assess: we inventoried the operations work across teams, scored every workflow as an AI candidate against impact and effort, ran the governance audit their security review would demand, and benchmarked the top candidates across models to put real costs on the roadmap.
The routing table
| Workflow | Routed to | US$/1k |
|---|---|---|
| Eligibility checks | mid-tier | 6.50 |
| Claims-status summaries | small | 3.20 |
| Plan-document intake | mid-tier | 7.10 |
12
Workflows inventoried and scored
4
AI candidates ranked build-ready
64%
Projected cost cut on the top candidate
[REVIEW: approved client quote — request after report walkthrough]
[REVIEW: role], benefits administration firm