Cozmo Gearz
AI Software Tools and CRMAI Tools and CRM
Empowering Healthcare Agents Every Day
Cozmo Gearz is a comprehensive suite of software tools designed specifically for modern health insurance companies. Every day, over 30 healthcare and ACA agents rely on our platform to transform how they serve their clients.
What used to take minutes of searching through complex insurance plans now happens in seconds. Our intelligent system streamlines the entire quoting process, making it effortless for agents to find the perfect plan for each customer's unique needs.
From powerful project management tools to secure cloud storage and AI-powered auditing capabilities, Cozmo Gearz brings everything together in one seamless platform. Our clients have seen an average 40% boost in revenue over the past year – because when agents work smarter, everyone wins.
Project At A Glance
Project Timeline
Intensive development and testing phases
Total Modules
Integrated software modules working seamlessly
Team Members
Expert developers, designers & specialists
Technologies
Modern tech stack for optimal performance
Success Rate
Client satisfaction and project delivery
Services
Comprehensive business solutions integrated
Project Goal
We set a few project goals to make sure that what we really need to improve based on an existing solutions on market. Our business and growth teams were constantly in touch, providing us with valuable insight.
Efficiency
We take system performance very seriously and conduct thorough testing to ensure agents can complete tasks 40% faster than traditional methods.
Time Saving
Agents can save hours of manual work daily so they can focus on building relationships with clients. The result: increased productivity and job satisfaction.
Flexibility
Cloud-based platform allows agents to work from anywhere, providing quotes and managing clients remotely with full functionality and security.
Accuracy
AI-powered recommendations ensure agents always provide the most suitable insurance plans, reducing errors and improving client satisfaction rates.
Scalability
Enterprise-grade infrastructure supporting agencies of all sizes, from individual agents to large organizations with hundreds of team members.
Revenue Growth
Empowering agencies to increase their revenue by 40% through streamlined processes, better client management, and data-driven insights.
Agent Persona
Creating a detailed user persona to better understand the healthcare agent's needs, behaviors, and preferences when using our AI-powered platform.
Sarah Martinez
32 years old
Bio
Sarah is a dedicated healthcare insurance agent who believes in making quality healthcare accessible to everyone. She specializes in ACA marketplace plans and has helped over 500 families secure appropriate coverage. Always looking to improve her efficiency and provide better service to her growing client base.
"I want my clients to feel confident about their healthcare choices. When I can quickly find the perfect plan that fits their needs and budget, it builds trust and makes my job so much more rewarding."
Goals
What we want to achieve
40% Client Base Growth
Increase client base and achieve higher commission rates through improved efficiency.
90% Time Reduction
Reduce quote generation time from 5 minutes to under 30 seconds per client.
Enhanced Client Satisfaction
Improve client satisfaction scores and maintain long-term relationships through better service.
Pain Points
Challenges we need to solve
Manual Plan Comparison
Spending too much time manually comparing plans across multiple insurance carriers and websites.
Poor Client Tracking
Difficulty tracking client information and follow-ups, leading to missed opportunities.
Complex Enrollment Process
Frustrated by complex enrollment processes that confuse clients and delay closures.
Limited Real-time Access
Limited access to real-time plan updates and pricing changes during client meetings.
Theming & Typography
We designed a flexible theming system that allows healthcare agents to customize their interface according to their brand preferences while maintaining optimal readability and user experience.
Core Modules Case Studies
Each module was carefully designed to solve specific challenges faced by healthcare agents, creating a comprehensive ecosystem that transforms the insurance quoting process.
Module 1: AI Power Plan Finder Tool
The Challenge
Agents spent 15-20 minutes per client manually comparing dozens of insurance plans across multiple carriers and websites.
Our Solution
AI algorithm that analyzes client needs, medical history, and budget to instantly recommend the top 3 most suitable plans from 200+ options.
Key Features
Module 2: Cozmo Loop
The Challenge
Teams struggled with scattered project management tools, disconnected meetings, and lack of accountability tracking leading to missed deadlines and poor team coordination.
Our Solution
Integrated project management platform with built-in meeting management, scorecard tracking, and issue resolution - all in one cohesive system.
Key Features
Impact
Perfect completion rate across all managed projects
Compared to 3rd party tools and scattered solutions
Managing goals, tracking issues, and collaborating in one unified platform
Team Feedback
"Everything is now connected - meetings, tasks, and issues. We're 3x more productive as a team."
— Nathalia Awany, CMO
Module 3: HR Panel
The Challenge
HR teams struggled with scattered recruitment processes, manual candidate tracking, and inefficient onboarding workflows leading to lost talent and poor candidate experience.
Our Solution
Comprehensive HR panel with job listings, candidate management, resume viewing, status tracking, and automated onboarding workflows - all in one unified platform.
Key Features
Recruitment Impact
HR Team Feedback
"The automated onboarding process saves us 2 - 2.5 hours per hire. Candidates love the seamless experience."
— Scott Teiberies, HR Manager
Module 4: AI Auditing
The Challenge
Manual BPO tasks like data matching, error detection in workflows, and policy verification required extensive human resources and were prone to errors and delays.
Our Solution
Cozmo Bot AI Auditor eliminates manual BPO requirements by automatically analyzing policies and documents to verify correct uploads by agents and detect workflow errors.
Key Features
AI Audit Performance
Policies Audited
15,000+
Policies analyzed monthly
Module 5: Cozmo Leads
The Challenge
Lead agents struggled with manual lead distribution, lack of agent proficiency tracking, and poor follow-up management leading to lost opportunities and inefficient resource allocation.
Our Solution
Cozmo Leads enables lead agents to distribute leads manually and automatically based on agent proficiency, with comprehensive follow-up tracking and status management.
Key Features
Lead Performance
Active Leads
500+
Leads managed monthly
Module 6: Plus 10 Small Modules
Description
Beyond the core modules, Cozmo Gearz includes 10 additional specialized modules that work seamlessly together to support every aspect of the business. These modules handle everything from lead management and appointment scheduling to compliance auditing, communication tools, mobile access, integrations, analytics, training, administration, and security.
Module Categories
Communication: The Secret Sauce to Our Success
What made the Cozmo Gearz project shine? Our relentless commitment to transparent communication that kept everyone aligned and excited throughout the journey.
No Surprises, Just Progress
Daily updates via your preferred platform kept everyone informed, eliminating the anxiety of wondering "what's happening with my app today?"
Weekly Deep Dives That Matter
Our focused weekly meetings weren't just check-ins—they were collaborative strategy sessions that kept your vision at the center while driving momentum.
Problems Solved Before They Grew
Our team's proactive approach to challenges meant issues were identified and resolved early—keeping the project on track and your stress levels low.
Full Transparency, Zero Guesswork
Our project tracking system gave you real-time visibility into every milestone, eliminating the black-box development experience that plagues most projects.
