A leading US healthcare provider sought to raise sales and broker effectiveness during time‑sensitive enrollment cycles. Faced fragmented data, decision latency, manual analysis bottlenecks, and inconsistent access to insights. Given the sensitive nature of healthcare data, the solution required secure, private data movement and controlled use of large language models within governed enterprise boundaries.
EvoluteIQ implemented a sales enablement application powered by its EIQ Agentic Automation platform. The solution unified disparate data sources into a governed data fabric, embedded contextual intelligence, and enabled natural language interaction for sales and broker users, thereby accelerating insight-to-action workflows while maintaining enterprise-grade control.
The Results
>200K
Additional customer growth supported during critical enrollment periods
>240%
Increase in sales and broker engagement with enablement tools
6 Weeks
Delivery of MVP and full application ahead of Open Enrollment
Background and Context
The healthcare provider operates in a highly competitive market where enrollment periods are time-sensitive and sales effectiveness directly impacts market share. Sales and broker teams relied on fragmented internal systems and external data sources, requiring manual correlation and analysis to derive actionable insights. This dependency on expert users and manual processes created decision latency, insight gaps, and inconsistent campaign execution. With growth targets at stake, the organization needed a scalable solution to equip its teams with timely, context-aware intelligence without adding operational complexity.
O1
The Challenge:
Despite strong demand, the market pressures and operational constraints limited sales performance.
The organization faced several interrelated obstacles: :
- Data fragmentation: Information was scattered across internal systems and third-party data services, preventing a unified view.
- Context deficiency: Insights lacked user-specific and situational context, reducing relevance and actionability.
- Insight-action gap: Even when insights were available, translating them into campaign execution required manual effort.
- Manual dependency: Highly skilled staff spent excessive time on data correlation rather than strategic activities.
- Decision latency: Slow access to accurate information delayed responses during critical enrollment windows.
These constraints collectively limited sales effectiveness, risked market erosion, and threatened growth targets.
O2
EIQ Solution:
EvoluteIQ deployed an Agentic Automation solution designed to orchestrate intelligence, automation, and governance within a unified framework and to address these challenges holistically.
The solution:
- Unified diverse internal and external data sources into a governed data fabric with controlled data flows, ensuring consistency and security.
- Enabled natural language interaction with user-aware context, allowing sales and broker teams to query the system conversationally and receive prescriptive, role-specific insights.
- Automated data quality management through efficient pipelines and workflows, eliminating manual correlation.
- Embedded intelligent insights directly into campaign planning and monitoring enabling creation, activation, and tracking of targeted campaigns.
- Established continuous feedback loops to refine recommendations and improve decision quality over time.
