SixPoint AI
Make the business workflow clear before automating it.
Reach
Connect customer-facing communication with lead nurturing.
Organize
Bring lead information into an insurance CRM workflow.
Refine
Work with collaborators on features and deliverables.
Present
Explain the work and its business use to leadership.
Define the starting information, the action it supports and the review point. That makes it easier to judge where AI is useful.
Illustrated from this case study. Examples are synthetic and contain no customer data.
The short version
The full story
This academic partnership with Professor Dan Keating connected AI exploration to business workflows in finance and insurance.
The work
I contributed to an AI lead-nurture sequence, a CRM tailored to insurance agencies, website features and branding and marketing for SixPoint.AI and WerkWise.AI.
The work involved moving between customer-facing communication, the information a team needs to manage a lead and the systems supporting that workflow.
How I worked
I worked with Ryan Lin and Professor Dan Keating to refine the deliverables and present them to leadership. The collaboration helped me connect product choices with how the business would explain and use the work.
What I took from it
Automation is easier to evaluate when the workflow is clear. Define the starting information, the action it supports and the point where someone needs to review the result. Then decide where AI adds value.