Podcast
Ep. 42

Simplifying group health insurance quoting without losing the human touch

Published
June 20, 2025
Jorge Ramos explores the impact of data and AI on insurance, emphasizing the need for human connections in automation.
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Jorge Ramos explores the impact of data and AI on insurance, emphasizing the need for human connections in automation.

Replacing brokers with AI sounds tempting - until you realize what you’d lose. How do you automate workflows without breaking the relationships? And how do you convince a slow-moving giant to back a product that challenges its way of doing business?

In this episode you’ll hear about:

  • Radically simplifying group health insurance quoting with data and AI
  • Using predictive models and large datasets instead of collecting employee details
  • Bootstrapping a health insurance platform without VC funding
  • Balancing automation with human advisors in a relationship-driven industry
  • The challenge of convincing legacy players to innovate
  • How startup patience and flexibility beat speed in regulated industries

Episode Transcript

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