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

Our guest is Jorge Ramos, President @Viver Health

Jorge is the President of Viver Health Canada. Viver is transforming the Group Benefits industry by doing live quoting and issuing of group benefit policies in under 5 minutes. Jorge has over 30 years of experience in the insurance and financial industries and endless designations, including: CFP – Certified financial Planner, TEP – Trust and Estate Practitioner, CLU – Chartered Life Underwriter and CHS – Certified Health Specialist. Over his career, he has been in various roles in the insurance industry from being a Top Insurance advisor to working at 2 major insurance companies to working at a Top 10 MGA in Canada. This broad experience has allowed him to identify gaps in the Group Benefits industry that VIVER is able to fulfill. Jorge has been happily married for over 25 years and is the father of two. A passionate advocate of financial literacy, 15 years ago Jorge started ‘Camp Millionaire’ in Canada, a summer camp that teaches children basic life skills in money management and investing. He has also been an active volunteer with Big Brothers of Toronto, Habitat for Humanity and orphanages in Tanzania.

You can find our guest here:

👉🏻 https://www.linkedin.com/in/campmillionaire/

👉🏻 https://viver.ca/

Download Your HealthTech MVP Validation Playbook Now:https://www.themomentum.ai/resources/mvp-development-in-healthcare-playbook

Follow and find more inspiration:

👉🏻 https://www.themomentum.ai/insights

👉🏻 https://www.linkedin.com/company/the-momentum-ai/