Brainforge x Plan Medicare: SOW Review
Date: January 27, 2026
Source: Granola
Meeting ID: 251ce326-75a4-4e54-9070-0ff700e0adb0
URL: https://notes.granola.ai/t/251ce326-75a4-4e54-9070-0ff700e0adb0
Participants:
- Uttam Kumaran (Brainforge)
- Jessica Reuben (planmedicare.com)
- Sam Roberts (Brainforge)
Summary
Plan Medicare Business Background
- Founded by Brian who entered Medicare space via family health insurance connections
- Started as stepping stone to larger insurance policies but found strong business need
- Industry became highly competitive as baby boomers hit 65
- Jessica handles more visualization work, feeling overwhelmed with workload
- Connected through Craig (formerly at Bombas when Jessica worked there)
Current Email & Workflow Pain Points
- Brian receives hundreds of daily emails requiring manual responses
- Current AI tools don’t integrate with Agency Block CRM data
- Using basic AI automation that requires significant manual drafting
- Need system to classify incoming emails and auto-draft responses
- Goal: 70% of routine emails handled without major intervention
- Transition from Gmail to Outlook required soon (confirmed feasible)
Agency Block CRM Integration & Capabilities
- Lead pipeline implementation just completed last week
- Automated workflows trigger transactional emails based on actions
- Policy creation, birthday reminders, enrollment confirmations
- New feature: Doctor/prescription collection that auto-pushes to quoting platform
- Brian primarily uses for client research before calls
- Assistant handles most appointment scheduling
- Activities and email responses need to log back to Agency Block
Lead Generation & Marketing Challenges
- Google Ads campaign live but poorly configured
- Previously paid agency $4k/month with poor results
- Need one-time Google Ads setup consultation
- Current inbound form has too many steps, causes drop-off
- Zapier workflows frequently broken, consultant charges $150 per conversation
- Using SlimBroadcast for automated voicemails (30-day check-ins)
- Manual calendar reminders, wants Agency Block integration
- Lead qualification process needs improvement with enrichment tools
Proposed Solutions
- Email automation system with Agency Block integration
- UI for team members to handle complex emails requiring human input
- Machine learning to improve response accuracy over time
- Default tool recommendation for lead qualification and enrichment
- Apollo integration for company data enrichment
- Proactive outreach identification from Agency Block opportunities
Next Steps
- Jessica to discuss budget options with Brian
- Uttam to provide monthly retainer vs project-based pricing options
- Google Ads consultant introduction to be made
- Focus initial scope on Brian’s email automation before expanding