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Q4 new-hire enrollment tracker managing 18 employees across 4 employer clients. Monitored 30-day enrollment windows, coordinated plan selections across Medical, Dental, Vision, and Life carriers, confirmed carrier data feed sync via Employee Navigator, and escalated overdue cases to HR managers to prevent late enrollment penalties.
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Built a 24/7 AI voice receptionist for ModernGI Care (gastroenterology practice) using Retell AI. The agent handles inbound patient calls, answers common questions about services, hours, and insurance, captures intake information, and routes complex cases to staff. Designed to reduce front-desk call load and capture after-hours appointment requests that would otherwise be missed.
4,000 insurance policies, and nobody could tell which ones were about to lapse.
The brokerage tracked renewals across several offices. The policy data was unreliable, and urgent renewals looked like every other row. Outreach left no record, and when something broke, it broke quietly.
We built them a renewal and upsell workflow in n8n. It checks every policy before anything runs and ranks renewals by urgency. GPT-4o-mini drafts the outreach, with retries and a fallback if a call fails. Every send is logged, and if something fails, someone gets an alert.
What changed:
Lapse rate went from 11.4% to 4.1%
~$680K in annual premium protected
~$210K in new annual premium
Compliance docs in under 30 seconds
The AI writes the emails. The checks, logs and alerts are what make it safe to run on real revenue.
#n8n #AIAutomation #InsurTech #WorkflowAutomation
Impressive how the n8n workflow turned unreliable policy data into a ranked renewal queue and dropped lapse rates from 11.4% to 4.1% - the GPT-4o-mini drafts plus the built-in logs and alerts make the automation both powerful and safe.
What actually shipped across every client this month:
A lead qualification bot, an inbox triage system, a contract automation flow, and a hiring screen different clients, same principle: automate the repetitive part, keep a human on anything that needs judgment.
→ Happy to walk through any of these in more detail.
Seeing the lead qualification bot take the first pass on prospects really frees up the team for deeper conversations. The inbox triage does the same for support tickets, letting agents focus on the tricky cases.