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Where we specialize

Compliance-heavy
industries
are our home.

We built our assessment methodology specifically for regulated sectors — where bad automation doesn't just waste money, it creates liability.

Mortgage & Lending

RESPA. TILA. HMDA.
We know the terrain.

Common bottlenecks we find

  • Manual disclosure tracking across multiple loan officers with no audit trail
  • Separate spreadsheets for HMDA data collection — reconciled manually at year-end
  • No automated follow-up for pre-approval leads — opportunities lost in the pipeline
  • Compliance documentation stored in email threads, not centralized recordkeeping
  • Closing condition tracking done in individual inboxes, causing delays and errors

What we build for you

  • Automated disclosure delivery and timestamped audit trails for RESPA/TILA compliance
  • HMDA data pipeline that populates and validates your LAR in real time
  • AI-powered lead follow-up sequences that keep prospects engaged through the full cycle
  • Centralized compliance document repository with retention policy automation
  • Closing condition workflow with automated status updates to all parties
Assess My Mortgage Operation
Insurance

Policy lifecycle.
Claims workflow.
State compliance.

Common bottlenecks we find

  • Policy renewals tracked in spreadsheets — agents manually calling at 60-day mark
  • Claims intake entirely by phone and email, no structured data capture
  • State filing deadlines managed by calendar reminders that get missed
  • E&O documentation scattered across producers with no central oversight
  • Commission calculations done manually in Excel with high error rate

What we build for you

  • Policy renewal automation with tiered outreach sequences and renewal probability scoring
  • Structured claims intake portal with automatic classification and routing
  • State filing calendar with automated preparation checklists and escalation alerts
  • E&O compliance dashboard with document expiry tracking per producer
  • Commission calculation engine integrated with your agency management system
Assess My Insurance Operation
Healthcare

HIPAA-aware.
Billing-precise.
Patient-first.

Common bottlenecks we find

  • Patient intake forms completed on paper, then manually entered into the EHR
  • Insurance eligibility checked individually by phone before each appointment
  • Prior authorization requests submitted manually with no tracking system
  • Claims denied due to coding errors caught only at reconciliation — weeks later
  • Provider credentialing renewals tracked in a shared document no one maintains

What we build for you

  • HIPAA-compliant digital intake with EHR integration — zero duplicate data entry
  • Automated eligibility verification triggered by appointment scheduling
  • Prior auth workflow with payer-specific rules and status tracking dashboard
  • Pre-submission claim scrubbing to catch coding errors before they reach the payer
  • Credentialing calendar with automated renewal reminders and document collection
Assess My Healthcare Operation
Construction & Trades

Permits. Lien waivers.
Subcontractor compliance.
Job costing.

Common bottlenecks we find

  • Permit applications submitted late because no one owns the tracking process
  • Lien waivers collected manually via email — missing documents delay final payment
  • Subcontractor insurance certificates expire mid-project without anyone noticing
  • Job costing done in spreadsheets, reconciled to QuickBooks monthly instead of real-time
  • Change orders communicated verbally — disputes arise over scope with no paper trail

What we build for you

  • Permit tracker with jurisdiction-specific checklists and automated status follow-up
  • Lien waiver collection workflow that blocks final invoice until all documents are in
  • Subcontractor compliance dashboard with COI expiry alerts and auto-request sequences
  • Real-time job cost tracking integrated with your accounting system — no manual sync
  • Digital change order workflow with e-signature and automatic contract addenda
Assess My Construction Operation
Not sure where to start?

Start with
the assessment.

Our AI-guided discovery interview is free. It takes 15–30 minutes and gives you a complete operational intelligence report — compliance risks, automation opportunities, and a prioritized roadmap.

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