Business Process Automation Audit & Implementation

Job Description We are a Medicare insurance brokerage looking for an experienced automation consultant to help us eliminate repetitive manual tasks and streamline operations across our tech stack. Phase 1 (this contract): Discovery & Audit We need a thorough audit of our current tools and workflows to identify where we're losing time, doing duplicate data entry, or missing automation opportunities. You'll deliver a prioritized roadmap of what to automate and how. Phase 2 (separate contract, right candidate gets first shot): Implementation of the top automations based on your findings. Our Current Tools Go High Level – CRM, pipelines, automations Medicare Pro – quoting/enrollment Medicare App – client-facing app Sunfire – plan comparison & enrollment Zoho Projects – project/task management Loom – async video communication AI Tools – Claude (Anthropic) and/or ChatGPT (OpenAI) for drafting, summarizing, and workflow automation What We're Looking For Deep experience with Zapier, Make (Integromat), or native API integrations AI tool experience is a strong plus — we want someone who understands how to layer AI into workflows (e.g., using ChatGPT/Claude via API for auto-drafting emails, summarizing client notes, triaging leads, or generating follow-up sequences) Familiarity with AI agents, prompt engineering, or LLM-based automation (not just chatbots — practical business use cases) Familiarity with insurance industry workflows is a big plus (Medicare/ACA even better) Experience integrating Go High Level specifically Strong communicator — you'll be interviewing our team about their daily workflows Deliverable: a written audit report with a prioritized automation roadmap (including AI opportunities) Scope of Phase 1 1–2 discovery calls with our team Independent review of each tool and how data flows between them Identification of manual/repetitive tasks ripe for automation Written report: findings + prioritized recommendations + estimated time savings Budget range: $300–$800 depending on experience You're a great fit if you have: Portfolio of automation projects (especially CRM/insurance) Reviews from similar discovery/audit projects Experience with no-code tools AND light scripting (Python/JS) if needed Hands-on experience with AI tools in a business context (OpenAI API, Claude API, AI features inside Go High Level, etc.) Located in US, Latin America, or Eastern Europe preferred (timezone compatibility) To Apply, Please Answer: Have you worked with Go High Level before? What did you automate? What's one automation you'd commonly see in a Medicare brokerage that most people overlook? What's your preferred tool — Zapier, Make, or native API — and why? Give us one example of how you've used AI (ChatGPT, Claude, or similar) to automate a real business task — not a chatbot, but an actual workflow. Contract type: Fixed price Duration: 2–3 weeks (Phase 1) Experience level: Intermediate to Expert We're a small team and move fast. Looking to start within 1–2 weeks.