Real Case Study · FeaturedConfirmed by conversation
Renewal follow-up depending on inboxes, memory, and manual comparison
Insurance broking · Independent brokerage, ~8 staff
Likely leakA renewal process can look “fine” from the outside while still leaking time through shared inboxes, manual quote comparison, unclear overdue…
Money logicEstimated $26,000+/year in labour cost alone, before counting the revenue at risk from near-lapsed renewals.
FixThe first fix is not necessarily a new platform. It is often a clearer renewal status workflow, follow-up rhythm, and exception view, every policy…
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Job Listing Teardown · FeaturedPublic inference
When a business hires admin to chase, update, and follow up
Admin support · Pattern, not a specific client
Public signalA job ad asking for client chasing, CRM updates, inbox handling, and follow-up support can signal a workflow visibility problem, the role description…
Likely leakManual follow-up and status tracking absorbing a full role's worth of attention, with no owner dashboard or reminder system carrying the load.
FixBefore adding labour, check whether a clearer intake, status tracker, reminder sequence, or owner dashboard could absorb part of the drag.
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Review Inference · FeaturedPublic inference
“No one got back to me” is often a workflow issue, not a staff attitude issue
Service businesses · Pattern, not a specific client
Public signalRepeated review complaints about slow replies usually point to missing queues, unclear ownership, or no overdue view, not to staff who don't care.
Likely leakRequests without an owner, a queue, or an overdue view stall silently until the client escalates, or leaves.
FixThe fix may be a simple unresolved-request tracker, follow-up SLA, and escalation rule, before anything AI-related is added.
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