Portfolio
Medicare InsuranceUSA
Prequalification AI and a 7,000 GB Data Migration for a Medicare Agency
We built a prequalification AI call center and migrated 7,000 GB of fragmented records onto a fast, queryable analytics foundation for a licensed Medicare agency.
7,000 GB
migrated to a queryable analytics foundation
Reduced
offshore agent headcount via prequalification
Live
plan-mapping during agent calls
The challenge
- Licensed agents spent expensive time screening beneficiaries who were not yet qualified.
- A decade of records sat in fragmented systems, slow to query and hard to analyze.
- Compliance obligations meant every interaction needed to be logged and auditable.
What we built
- Deployed a prequalification call center that screens beneficiaries before they reach a licensed agent, with compliance-aware logging.
- Migrated 7,000 GB (7 TB) of data onto modern analytics infrastructure for fast, queryable reporting.
- Added plan-mapping AI that retrieves best-fit options live while an agent is on the call.
Prequalification AI call centerClickHouse analyticsPlan-mapping agentsCompliance logging
Described by industry and region to protect client confidentiality. Outcomes vary by business process, data quality, and implementation scope. Full case details available under NDA.