Prepared by Andrew Herbert · AI Strategist · REMAP.ai
You and David walked us through BPA, Five Sigma, HubSpot and your Excel rating tools — four systems that were meant to work as one, and mostly do not. Here is what an embedded AI Specialist would build first: an inbox agent that reads every submission before anyone opens BPA, and a data layer that finally makes BPA, Five Sigma and HubSpot answer questions together.
We do not need to imagine the friction. You and David described it, in detail, on the call. Here it is reflected back — because solving it starts with making sure you know we actually heard it.
There is still a lot of administration in terms of taking the application form, then opening up BPA, typing in the hospital, the information… then hitting quote, going backwards and forwards.
We do not have a single source of truth across all the different functions the business has… every time I struggle because I have to load up three different data sets, manually calculate it.
Five Sigma and BPA had, when we set up with them, basically the same parent company… They are supposed to work — two providers, one system. Very much not the case.
Specific to a business like yours — with the systems, the team, and the regulatory weight you are actually carrying.
An application form lands in the shared inbox at 7pm on a Friday. By Monday morning, it is already acknowledged, checked for a signature and a date, logged as a deal in HubSpot, entered into BPA, and flagged to the right underwriter with a note about anything worth knowing — before anyone has had their coffee.
Eric or David ask what Tego’s gross written premium and claims ratio look like this quarter, and get a straight answer in seconds — pulled live from BPA, Five Sigma and HubSpot together, not manually reconciled from three exports.
An underwriter runs a live scenario for a broker on the phone — changing the excess from $2,500 to $5,000 — and watches the repriced quote update instantly, without leaving the call or flicking back four screens in BPA.
Before this conversation, we ran a quick audit on your website — checking how Tego appears to AI search engines. What we found matters, and most businesses have no idea this is happening to them.
Tego’s Learn library is genuinely well built for AI search — CEO-bylined, dated, structured with FAQs and tables. Three things are still worth closing.
BPA, Five Sigma, HubSpot and your Excel rating tools are consolidated into one queryable data layer, connected through MCP servers built over each platform (confirmed viable for Five Sigma’s published API). A live dashboard sits on top of that consolidated layer — gross written premium, claims ratio and portfolio trends, answered in seconds instead of manually reconciled from three exports — and the same layer supports direct questions, like how a segment of your portfolio has trended over the last ten years.
A formal AI use policy, paired with a Private AI compliance layer (GDPR and Essential 8 aligned) sitting between Claude and your systems. Claude Teams or Claude Desktop is configured so the wider team — not just the two of you — gets governed access to the unified data layer, with the medical and claims data your team is already pasting into Claude now running through controlled API consumption instead.
An agent reads every email landing in the shared Tego inbox, acknowledges it immediately, and checks application forms for missing signatures, dates or information — messaging back what is needed before anyone opens BPA. Once a submission is complete, it creates the HubSpot deal, enters the details into BPA, and flags the underwriter with anything worth knowing, like a recent regulatory finding.
Your four Excel rating tools (EMMI, MPPI, DPPI and beyond) become a single clickable web application — the same rating logic, without needing BPA open to run a quote. Underwriters generate scenarios instantly, like comparing a $2,500 excess against a $5,000 excess for a broker mid-call, with Smart Complete auto-populating what does not need manual entry.
It was the shared inbox and application-intake problem that opened this conversation — the four projects above are what came out of it. The AI Adoption Pathway is where everything else gets mapped: bordereaux automation, historical data migration, and anything else surfaced once we are properly inside the business, sequenced into your rolling plan.
In month one — running alongside the candidate selection and the four identified projects — your team completes the AI Adoption Pathway surveys. We map every process, every friction point, every place where time is being lost or value is being left on the table.
Andrew holds a strategy session with you at the end of week two to three. What comes out is a prioritised, ROI-ranked plan of AI opportunities specific to Tego. Not a generic framework. Your plan. Your specialist works from it every week, reviewed every quarter.
The four projects give you momentum from day one. The Pathway gives you direction for everything that follows.
All engagements are a minimum three-month term, billed monthly in Australian dollars. Rates are fixed for the full engagement.
Infrastructure costs and Private AI hosting quoted separately. Full details at remap.ai/aispecialist
A clear sequence. Every step is managed by REMAP — your involvement is focused and minimal.
You sign the engagement agreement. Billing begins. The specialist search opens immediately, and we send your team the AI Adoption Pathway surveys so that process runs in parallel from day one. We also deploy two to three tools from REMAP’s existing catalogue of open-source and licence-free solutions — your first quick win, live before your specialist even starts.
We build your panel of three matched specialists. You meet all three and make your selection — typically completed by the end of week two. Pathway surveys are completed by your team in this window, running alongside. Your first quick win goes live in this window too, ahead of any specialist starting.
Your specialist joins Tego and can initiate all four identified projects from day one. The AI Adoption Pathway audit wraps up. Andrew holds your strategy session — the full roadmap is built, reviewed together, and handed to your specialist as their expanded work queue.
Your specialist works from the full roadmap — the four identified projects running to completion, alongside newly prioritised opportunities from the Pathway audit. First quick wins typically ship in this window. Delivery continues, reviewed and reprioritised quarterly.
You have done the hard part — you know what needs to change. The next step is simply beginning. Everything from here is managed by REMAP.