Portfolio

Real systems, running in real businesses.

Every tool here started as a manual process someone was tired of doing. We scoped it, built it, and put it in front of the people who use it every day.

Risk Validator
Risk Validator screen: Policy comparison with form and page references for each coverage.
Policy comparison with form and page references for each coverage.
Independent insurance agencies

Risk Validator

Agency staff used to read policy documents line by line to compare coverage. Risk Validator reads them instead, then lays out each coverage, limit, and endorsement side by side.

  • Compares policy files and ACORD forms in one pass
  • Cites the exact form, edition, and page behind every limit
  • Answers everyday insurance questions in plain language
Users
Agency CSRs and account managers
Inputs
Policy PDFs, ACORD forms, endorsements
aidecisionengine.io
AI Decision Engine screen: Discovered opportunities with category, signal strength, approach, and timeline.
Discovered opportunities with category, signal strength, approach, and timeline.
Consultants & growing companies

AI Decision Engine

The Decision Engine analyzes how a business operates and surfaces where AI can make the biggest difference. Each opportunity comes with the evidence behind it and a recommended path forward.

  • Sorts opportunities by efficiency, revenue, and competitive advantage
  • Rates the strength of the signal behind each finding
  • Recommends buy or partner, with a realistic timeline
Users
Consultants and business leaders
Output
Prioritized roadmap and implementation plan
Contract Review & Redline
Contract Review & Redline screen: Step-by-step workflow from policy upload to human redline review.
Step-by-step workflow from policy upload to human redline review.
Risk & compliance teams

Contract Review & Redline

We built this app from scratch to walk a reviewer through checking a contract against insurance and policy requirements, one step at a time. AI does the heavy reading and proposes changes. A human reviews each one and decides, so nothing changes in a contract without a person approving it.

  • Guided five-step workflow: policy, checklist, validation, contract, redline
  • AI extracts policy data and flags where the contract falls short
  • Human-in-the-loop review: accept or reject every proposed change
Built
From scratch, around the reviewer's process
Decisions
Made by a person at every step
Dental Benefits Processing
Dental Benefits Processing screen: Processing history by batch. Patient file names are blurred.
Processing history by batch. Patient file names are blurred.
Dental practices

Dental Benefits Processing

Insurance posting eats hours of front-office time every week. The EOB Processor reads explanation-of-benefits files from carriers, extracts each claim, and posts the results so staff only handle exceptions.

  • Processes single EOBs or batches of carrier PDFs
  • Tracks approved, denied, and pending claims with amounts posted
  • Connects to Open Dental, with a daily posting report
Users
Dental billing and front-office staff
Carriers
Delta Dental and others

Have something similar in mind?Talk it through with Ken in a free 30-minute discovery meeting.

Book a free discovery meeting →

Free discovery meeting

Let's talk about what you want to build.

Book a free 30-minute discovery meeting with Ken. Bring the process you want to automate or the systems you want connected. You'll leave knowing whether it's a fit, roughly what it takes, and what it would cost. Consultants, ask about white-label delivery and the partner program.

Book a free discovery meeting →
Email
ken@visionaryai.net
Phone
757-407-3508