Next Generation Insurance Administrator

A next-generation health plan administrator was losing revenue to slow RFP cycles. Six roles and a dozen people touched every response over the course of weeks, with cross-functional handoffs creating bottlenecks and version confusion. No standardized process meant the playbook lived in people’s heads — not in any system.

Task diagnosed the RFP response process as the leverage point, ran 12 agentic interviews across all six roles, and synthesized them into Structured Process Documents covering the full RFP lifecycle. From there, Task agents designed a single unified RFP application that the client executed in their systems — and the cycle dropped from weeks to days. As the business needs evolve, Task continues to gather data with the client so the software stays ready for simple updates. The next workflow Task and the client will take on together: new-client onboarding.