Start with a workflow
Managed AI operations for insurance

The AI operations team you're looking for.

We build, run and monitor the automations behind your renewals, enrollments, lead intake and client service.

Start with ACA renewalsSee what else we can automate ↓

Start with one workflow. Expand when it works.

ACA renewal outreachZoho CRM
Customer enters renewal window
Renewal workflow triggered
SMS outreach sent
No response
Follow-up call triggered
Customer responds
Information collected
Licensed review required
Agent handoff
Renewal ready ✓

Start with ACA renewal outreach.

You already know the first workflow. We start there.

Input
Your ACA renewal book
+
Your existing Zoho workflow
Matcha
✓Find customers in the renewal window
✓Trigger outreach
✓Run SMS, calls and email
✓Track responses
✓Follow up
✓Collect information
✓Update Zoho
✓Escalate licensed judgment
✓Monitor the workflow
Output
✓Customers ready for review
+
✓Clean Zoho records
+
✓Exceptions for your agents
Your team doesn't need to run the automation.Matcha does.

One workflow first. Then automate the operation around it.

Have another repetitive workflow?

Show it to us →

Don't replace your systems. Make them work together.

Zoho CRM
Microsoft 365
JustCall
PhoneBurner
AI voice
Matcharuns the workflow
Outreach
Follow-up
CRM updates
Handoffs
Reporting

We build the workflow around your operation. Your operation doesn't move into new software.

Intended operating model. Connections scoped per workflow.

We don't just build the automation. We own the workflow.

1Map

How the work runs today.

2Build

The automation and the handoffs.

3Run

Live, in production.

4Monitor

Failures, exceptions, performance.

5Improve

As your operation changes.

No one on your team has to watch the automation to be sure it still works.

Automation knows when to stop.

Routine work stays automated. Licensed judgment stays with your agents.

Handoff rules are set before a workflow goes live.

Customer
Routine outreachMatcha
Information collectionMatcha
CRM updateMatcha
Plan / coverage decision requiredFlag
Licensed agentDecides
Decision completedAgent
Matcha resumes
Follow-up, CRM, next actionMatcha

Don't measure how many automations we build. Measure what changes.

Renewal rate↑per renewal cycle
Lead response time↓first contact
Manual hours↓per workflow
Workflows completed↑without staff touches

Every workflow starts with one measurable outcome. We report against that, not against how much AI is running.

Give us a trigger. Tell us what "done" means.

When this happensCustomer enters renewal window
Matcha runs the workflowOutreach, follow-up, collection, Zoho updates, handoffs
Until this is trueCustomer is ready for licensed renewal review

You don't design the automation. Show us the work. We map it, decide what stays human, build it and run it.

An automation program shouldn't depend on one person.

In-house automation role

  • One person's capacity
  • Build + maintain + troubleshoot
  • Knowledge concentrated with one employee
  • Recruiting and onboarding required
  • Coverage depends on that person

Matcha

  • Team-based execution
  • Build + run + monitor
  • Documented workflows
  • Start with one defined use case
  • Expand based on measured results

Built internally or with Matcha, the goal is the same: reliable workflows, less manual work.

We've already applied this model to follow-up-heavy operations.

Personal injury operations

Repetitive operational workflows we already run:

Follow-up→Tracking→Outstanding-item resolution→Human escalation→Completed outcome
Different industry. Same principle.

Give us the workflow. Get the outcome back.

Health insuranceYour renewal workflow could be the first.

Scoped, measured, reported.

You already have the first workflow.

Start with ACA renewal outreach. Prove the outcome before expanding.

Build the renewal workflowShow us another workflow

Zoho CRM • Existing tools • Human handoffs • Managed continuously