Profiles in Risk · Yehuda Daniel Katz, Co-Founder & CEO at RiskRemedy - PIR Ep. 874
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Implemented an AI-driven back-office automation platform that reduced back-office staff from 15 to 5 in a 62-person brokerage, enabling new claim, underwriting and carrier-relations teams and pay bumps for remaining staff
62 employees total; 15 back-office before, 5 after; 30 people initially, 15 back-office; 5 back-office now
“We now have a new tool to moderate social. That's all AI driven, which is incredible, called Pinpoint. I highly recommend them. So that alone like drastically reduced the amount of hours that our social team has had to spend answering comments, replying to DMs.”
“We built a Ledger API, which is basically a system of record for fintech companies... agents use it to run a lot of the back office work for these fintech companies.”
“We get people on board the platform, get their data on boarded, and then we can sell their automation team… you already trust us.”
“Will you allow someone to come in and audit the claims that you're paying on my plan's behalf? Will you let someone come in and take a look at these claims?”
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