Attached are quarterly business reviews for sellers at Zelis. We have an upcoming workshop on Thursday at Zelis (a healthcare financial-tech company) that streamlines how money moves among payers (e.g., insurance plans), providers (e.g., hospitals/clinics), and patients.The topic is around enabling growth through AI particularly for their sales and customer success teams. We’re currently mainly focused on their main client 'payers'. Their sales teams spend significant time preparing for quarterly business reviews (QBRs) for their clients ‘payers’. We would like to inspire them with demos where we’ve done AI-synthesized document generation at our clients.They have provided 3 QBRs as per attached. I'd like to build a gen AI tool for Zelis sellers to help them reduce the time they spend on preparing for quick business reviews. We want to work off primarily the attachment MedCost Zelis Partnership. There will be 5 sections.Section 1: Data sync settings, that has all the data sources which you can toggle (e.g. Claims database, Salesforce, financial data, tableau) as well as the ability to upload documents. you should get visibility of the documents and databases that this QBR builder is ingestingBefore I go through the 4 other sections build a first shot of section 1 and then we will refine
Loading...
Loading...