01Insurance · Mid-market broker
Quote turnaround, 3 days → 20 minutes
ProblemUnderwriters drowned in PDF submissions; every quote meant hours of manual re-keying.
ApproachA document-extraction pipeline with a human-in-the-loop review queue and confidence scoring.
Outcome20-min median turnaround, 40% more quotes handled by the same team, zero silent errors.
The Submission-Intake Playbook · 64 pp
▸ read the full implementation book→02Manufacturing · B2B sales
A pricing copilot the sales team actually trusts
ProblemReps hand-built quotes in spreadsheets; margins leaked and deals stalled in approvals.
ApproachRetrieval over historical deals plus guardrailed pricing rules, surfaced inside their CRM.
Outcome2.3-pt margin recovery, approval cycle halved, adoption above 80% within six weeks.
Guardrails for Generative Pricing · 52 pp
▸ read the full implementation book→03Healthcare SaaS · Support
Support deflection without the rage-quits
ProblemA blunt chatbot deflected tickets but tanked CSAT and buried real escalations.
ApproachIntent routing with explicit escape hatches and answers cited from their own docs.
Outcome31% clean deflection, CSAT up 11 points, escalations reach a human in under a minute.
Deflection Without Regret · 48 pp
▸ read the full implementation book→04Logistics · Operations
Forecasting that survived contact with reality
ProblemDemand models looked great in notebooks and fell apart the week they shipped.
ApproachA backtesting harness, drift monitoring, and a boring baseline nobody could beat for months.
OutcomeForecast error down 22%, on-call pages down 60%, a model the ops team can veto.
Shipping Forecasts That Hold · 71 pp
▸ read the full implementation book→