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  • The brief
  • Start here
  • Idea portfolio
  • Effort vs impact
  • This week · 6
  • This quarter · 9
  • Big bets · 3
  • Wildcards · 3
  • How we can help
Generated Oct 18, 2026
  1. Programmable
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  3. Assured
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growth playbook · Oct 18, 2026

assured.com (opens in a new tab)

Assured growth playbook

Diagnosis

Assured has already won most of the market's biggest buyers (it says 6 of the top 10 carriers) and is now building its first full marketing team: VPs of Product Marketing and Integrated Marketing, a founding product marketer, an AI-narrative writer, an AI marketing engineer and a brand team, plus a large Client Engagement build.

The hiring says two things: win the "build vs. buy" argument against carriers' own AI teams, and grow inside the carriers it already serves while working through the top 80. The site is the gap: no named customer, no story, no method behind the headline numbers, no DMARC record, and a robots.txt from another era that hides its privacy and terms pages from Bing and AI search.

This playbook starts with proof and trust basics, then builds named-account plays, line-of-business content, a governance pack and a benchmark only Assured can publish.

Growth Score

7/10

Biggest Opportunity

Turn the claims data Assured already processes into proof: named or anonymized outcome stories now, and an annual benchmark carriers want to be ranked in.

Biggest Risk

Carriers' own AI teams and model risk reviews: the CIO can decide to build on frontier models, and a governance team that cannot file Assured's documentation can stall a deal indefinitely.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    Put the proof on the page: three named carrier results, or three anonymized ones with real numbers

    List the five accounts with the strongest measured results and ask each Client Engagement lead which carrier would approve a named or anonymized story.

    High impact First result in 6 weeks
  2. 2

    Make the 50 million interactions and 70% autonomy figures checkable: a method note under each

    Ask the data team for the definition and date range behind the 70% and 50 million figures.

    Medium impact First result in 2 weeks
  3. 3

    Publish a DMARC record before the named-account campaigns start

    Publish a p=none DMARC record with a reporting address today.

    Medium impact First result in 1 day

02

Your idea portfolio

21 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 6 ideas are marked Unexpected: plays you are unlikely to have tried.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 1Big bets · 9Fill-ins · 5Reconsider · 6
Effort →

Showing 21 of 21 ideas

This week 6

Quick wins with a clear first action.

  • 01

    Assured says it is trusted by 6 of the top 10 carriers and runs across tens of millions of claims, but the site names no carrier, quotes no claims leader and has no customer story. A Chief Claims Officer comparing vendors sees a claim, not proof.

    High impactMedium effort First result in 6 weeks VP

    First action

    List the five accounts with the strongest measured results and ask each Client Engagement lead which carrier would approve a named or anonymized story.

    How to measure it

    Outcome stories live

    Now
    –
    Target
    3
    By
    90 days

    Steps

    1. 1

      Pick the results

      From monthly data reviews, the five accounts with the clearest before-and-after metric.

      Principal Customer Success Manager 2 days

    2. 2

      Ask for permission

      Named first; anonymized with the carrier's sign-off as the fallback.

      Principal Customer Success Manager 1 week

    3. 3

      Write the story

      Problem, scope, line of business, metric, time to value, one quote.

      Senior Content Marketing Manager, AI Narrative 3 days each

    4. 4

      Carrier review

      Their communications and legal teams approve the exact wording.

      Principal Customer Success Manager 2 weeks

    5. 5

      Publish

      A customer stories page linked from the homepage proof line.

      Staff Brand Designer 2 days

    6. 6

      Arm sales

      A one-page version for each story in the deal kit.

      Principal Product Marketing Manager 1 day

    7. 7

      Track use

      Which stories appear in won and lost deals.

      AI Marketing Engineer ongoing

    First result
    6 weeks
    Cost
    Staff time
    Owner
    VP, Product Marketing

    Smallest test

    Publish one anonymized personal auto story with a single metric.

    Why it works

    Publish three outcome stories this quarter, one per line of business, each with a before-and-after number (cycle time, calls avoided, FNOL completion, adjuster hours). Where a carrier will not be named, publish it as "a top-10 US personal auto carrier" with the metric, the scope and the time to value, approved by the carrier's communications team.

    The new VP of Product Marketing is told to make the value "credible" to a CCO, and the content hire is told "the capability and the proof are real". Carriers buy from vendors their peers use; an anonymized but specific story is the minimum a cautious buyer needs.

    Risks and how to handle them

    • Carriers refuse to be named

      Anonymized stories with exact metrics are still far stronger than none.

    • A metric is contested later

      Use only figures from the shared monthly data review.

    Evidence

    • Your websiteHomepage: "Frontier AI for claims. Proven at scale." "The most widely deployed AI in P&C. Trusted by 6 of the top 10 carriers." "Working across tens of millions of claims every year". Products: FNOL, Voice AI, First Contact, Service Assignment, Messaging, Emma, Sidekick, Fraud, CAT. "Start with a low-lift pilot. Prove ROI quickly." No carrier is named and there are no customer stories or quotes.Source
    • HiringVP, Product Marketing (posted June 2026): Assured is "the leading Agentic Claims Orchestration platform" selling to "the biggest P&C carriers that own roughly 98% of the nation's claims volume"; the job is to make the value "legible, credible, and unmistakable to a Chief Claims Officer" and appealing to the CIO or Chief AI Officer, across two motions: Land ("Build vs. Buy with AI") and Expand (claim-share and process penetration in existing accounts). Positioning is "versus internal AI builds, legacy core systems and emerging entrants".Source
    • HiringSenior Content Marketing Manager, AI Narrative (posted July 2026): a writer "genuinely expert in AI" to make agentic AI legible to "the people who run claims at the largest US carriers"; it complements an existing Content Strategist and must "operate inside carrier compliance norms on everything that leaves the building". The posting says "The capability and the proof are real".Source
    • Your websiteEmma page: "Emma handles nearly 70% of interactions autonomously" and "has handled more than 50 million customer interactions for top insurers".Source
  • 02

    The Emma page says it "handles nearly 70% of interactions autonomously" and has handled "more than 50 million customer interactions". Claims executives and their AI governance teams will ask what counts as an interaction and what "autonomously" means.

    Medium impactLow effort First result in 2 weeks Senior Content Marketing Mana…

    First action

    Ask the data team for the definition and date range behind the 70% and 50 million figures.

    How to measure it

    Pages with a linked method note

    Now
    –
    Target
    All pages using the figures
    By
    30 days

    Steps

    1. 1

      Get the definitions

      Interaction, autonomous, period, scope.

      AI Marketing Engineer 2 days

    2. 2

      Write the note

      Plain language, under 200 words.

      Senior Content Marketing Manager, AI Narrative 1 day

    3. 3

      Review

      Legal and the data team approve.

      VP, Product Marketing 3 days

    4. 4

      Publish

      On the Emma page and a shared footnote elsewhere.

      Staff Brand Designer 1 day

    5. 5

      Update quarterly

      Refresh the totals with a date.

      AI Marketing Engineer 1 hour a quarter

    6. 6

      Use in deals

      Add the note to the security and AI governance pack.

      Principal Product Marketing Manager 1 day

    First result
    2 weeks
    Cost
    $0
    Owner
    Senior Content Marketing Manager, AI Narrative

    Smallest test

    Add the date range and definition under the 70% figure.

    Why it works

    Add a short method note: the period covered, what an interaction is, what share went to a human, which lines of business, and how autonomy is measured. Link it from every page that uses the numbers.

    The content role is told to work "inside carrier compliance norms on everything that leaves the building". A number with a method behind it survives a CIO's review; a bare number invites doubt.

    Risks and how to handle them

    • The definition is narrower than the headline implies

      Change the headline rather than defend it.

    Evidence

    • Your websiteEmma page: "Emma handles nearly 70% of interactions autonomously" and "has handled more than 50 million customer interactions for top insurers".Source
    • HiringSenior Content Marketing Manager, AI Narrative (posted July 2026): a writer "genuinely expert in AI" to make agentic AI legible to "the people who run claims at the largest US carriers"; it complements an existing Content Strategist and must "operate inside carrier compliance norms on everything that leaves the building". The posting says "The capability and the proof are real".Source
    • HiringVP, Product Marketing (posted June 2026): Assured is "the leading Agentic Claims Orchestration platform" selling to "the biggest P&C carriers that own roughly 98% of the nation's claims volume"; the job is to make the value "legible, credible, and unmistakable to a Chief Claims Officer" and appealing to the CIO or Chief AI Officer, across two motions: Land ("Build vs. Buy with AI") and Expand (claim-share and process penetration in existing accounts). Positioning is "versus internal AI builds, legacy core systems and emerging entrants".Source
  • 03

    Assured sends email through Google and Amazon SES but has no DMARC record, and its email-authentication score is 35/100. The VP of Integrated Marketing is about to run person-based campaigns into the top US carriers, whose security teams check exactly this.

    Medium impactLow effort First result in 1 day AI Marketing Engineer

    First action

    Publish a p=none DMARC record with a reporting address today.

    How to measure it

    DMARC policy

    Now
    –
    Target
    reject
    By
    6 weeks

    Steps

    1. 1

      Inventory senders

      Google Workspace, SES, the marketing platform, any other tools.

      AI Marketing Engineer 1 day

    2. 2

      Publish p=none

      With aggregate reports to a monitored mailbox.

      AI Marketing Engineer 1 hour

    3. 3

      Read reports

      Find unauthenticated senders.

      AI Marketing Engineer 2 weeks

    4. 4

      Fix them

      SPF includes and DKIM keys for each sender.

      AI Marketing Engineer 2 days

    5. 5

      Move to quarantine

      Then reject once reports are clean.

      AI Marketing Engineer 2 weeks

    6. 6

      Tell security reviewers

      Add it to the vendor security pack.

      Solutions Consultant 1 hour

    First result
    1 day
    Cost
    $0
    Owner
    AI Marketing Engineer

    Smallest test

    Publish the p=none record and read the first week of reports.

    Why it works

    Add a DMARC record in monitoring mode, review the reports for two to four weeks, fix any unauthenticated senders, then move to quarantine and reject. Put the result in the security page and the vendor security pack.

    Carrier mail filters and vendor risk reviews both look at email authentication. A claims AI vendor that sells SOC 2 and ISO 27001 should not fail a basic sender check in its first named-account email.

    Risks and how to handle them

    • Legitimate mail gets blocked at enforcement

      Stay at p=none until reports show every sender passing.

    Evidence

    • programmable.infoSite scan: Next.js on Vercel; certifications listed SOC 2, ISO 27001 and HIPAA; security headers grade F; email-authentication score 35/100. A DNS lookup finds an SPF record (Google and Amazon SES) but no DMARC record at _dmarc.assured.com. 55 news mentions of "assured" in 30 days, nearly all for the everyday word.Source
    • HiringVP, Integrated Marketing (posted August 2026): run "the always-on growth engine in the named-account program in top US P&C carriers"; own ABM and person-based marketing (CCOs, CIOs, CAIOs, claims VPs, transformation leads), paid, digital, SEO/AEO, events, lifecycle and web "against top80 named carriers", lock the named-account list with Sales and the founders, and own the marketing-to-sales SLA.Source
  • 04

    robots.txt still lists crawlers from the 2000s (Slurp, Teoma, yahoo-blogs) and nothing current. Google is allowed everywhere, but Bing and AI search crawlers fall into the catch-all group, which blocks /privacy, /terms and /disclosure: the pages a carrier's vendor-risk analyst, or the AI assistant they use, reads first.

    Medium impactLow effort First result in 2 weeks VP

    First action

    Decide the AI-crawler policy with the CEO in one short conversation.

    How to measure it

    Public pages blocked to Bing or AI search crawlers

    Now
    –
    Target
    0
    By
    2 weeks

    Steps

    1. 1

      List the rules

      What each group allows today.

      AI Marketing Engineer 1 hour

    2. 2

      Decide the AI policy

      Search and answer crawlers allowed; training crawlers by choice.

      CEO 30 minutes

    3. 3

      Write the new file

      Short, current crawler names, the sitemap line.

      AI Marketing Engineer 1 hour

    4. 4

      Remove dead paths

      Rules for URLs that return 404.

      AI Marketing Engineer 15 minutes

    5. 5

      Test

      Search Console and Bing Webmaster robots testers.

      AI Marketing Engineer 30 minutes

    6. 6

      Review yearly

      New crawlers appear every year.

      AI Marketing Engineer yearly

    First result
    2 weeks
    Cost
    $0
    Owner
    VP, Integrated Marketing

    Smallest test

    Unblock /privacy and /terms for every crawler today.

    Why it works

    Replace the file with a short, deliberate one: allow the public site, including privacy, terms and disclosure, state a policy for AI crawlers (allow search and answer crawlers, decide separately on training crawlers), keep the sitemap line, and drop the rules for paths that no longer exist.

    The VP of Integrated Marketing now owns SEO and AEO. Answer engines increasingly shape a buyer's first impression, and a security-minded buyer asking one about Assured's data terms should get Assured's own pages back.

    Risks and how to handle them

    • Training crawlers read content the company wants to keep out

      Allow answer crawlers and block training crawlers by name if that is the policy.

    Evidence

    • Your websiterobots.txt is an old template: it names Googlebot, MSNBot, Slurp, Teoma, ia_archiver and yahoo-blogs/v3.9 with no restrictions, and has no rules for current crawlers such as Bingbot or AI search crawlers. Those fall under the catch-all group, which disallows /privacy, /terms and /disclosure (plus /partner/, /checkout, /solutions and /customer-login, which return 404).Source
    • HiringVP, Integrated Marketing (posted August 2026): run "the always-on growth engine in the named-account program in top US P&C carriers"; own ABM and person-based marketing (CCOs, CIOs, CAIOs, claims VPs, transformation leads), paid, digital, SEO/AEO, events, lifecycle and web "against top80 named carriers", lock the named-account list with Sales and the founders, and own the marketing-to-sales SLA.Source
    • programmable.infoSite scan: Next.js on Vercel; certifications listed SOC 2, ISO 27001 and HIPAA; security headers grade F; email-authentication score 35/100. A DNS lookup finds an SPF record (Google and Amazon SES) but no DMARC record at _dmarc.assured.com. 55 news mentions of "assured" in 30 days, nearly all for the everyday word.Source
  • 05

    All nine blog posts are bylined "The Assured Team" with no dates shown, while Assured is hiring Product SMEs for auto, property, workers' compensation and commercial property. Claims leaders and AI answer engines both weigh who wrote something and when.

    Medium impactLow effort First result in 1 month Senior Content Marketing Mana…

    First action

    Assign an author and a date to each of the nine existing posts.

    How to measure it

    Posts with author and date

    Now
    –
    Target
    100%
    By
    30 days

    Steps

    1. 1

      Assign authors

      Match each post to the person who knows the topic.

      Senior Content Marketing Manager, AI Narrative 1 day

    2. 2

      Write bios

      Two lines each with claims experience.

      Senior Content Marketing Manager, AI Narrative 1 day

    3. 3

      Show dates

      Published and updated on every post.

      Staff Brand Designer 1 day

    4. 4

      Structured data

      Article markup with author and date.

      AI Marketing Engineer 1 day

    5. 5

      Review

      Each author approves their byline.

      Senior Content Marketing Manager, AI Narrative 3 days

    6. 6

      Keep it up

      Every new post ships with author and date.

      Senior Content Marketing Manager, AI Narrative ongoing

    First result
    1 month
    Cost
    $0
    Owner
    Senior Content Marketing Manager, AI Narrative

    Smallest test

    Put a named author and date on the FNOL guide.

    Why it works

    Show publish and update dates, attribute each post to a named author (a Product SME, the CEO, a solutions lead), add a short author bio with claims experience, and add Article structured data.

    The content hire is asked to write things that "hold up with technical readers"; a named expert and a date are the cheapest credibility signals there are.

    Risks and how to handle them

    • Authors leave

      Keep bylines; add "former" to the bio.

    Evidence

    • Your websiteSitemap: 34 URLs: product pages, three whitepapers (gen-AI, structured data, "test before invest") and 14 blog URLs, of which 9 are posts, all bylined "The Assured Team" with no dates shown. No case studies, customer pages, events or newsroom. The About page still leads with "We're Here To Bring Claims Into The 21st Century" and repeats its "Strategy x Team = Execution" block twice.Source
    • HiringProduct SMEs for Auto Claims, Property Claims, Workers Compensation and Commercial Property, each leading an end-to-end review of the claims lifecycle from FNOL to closure, and a Product Lead, Data & Integrations owning "customer integrations, API ecosystem, and data exchange". 44 open roles in all, every one remote.Source
    • HiringSenior Content Marketing Manager, AI Narrative (posted July 2026): a writer "genuinely expert in AI" to make agentic AI legible to "the people who run claims at the largest US carriers"; it complements an existing Content Strategist and must "operate inside carrier compliance norms on everything that leaves the building". The posting says "The capability and the proof are real".Source
  • 06

    Both PMM roles name internal AI builds as the main rival. The CIO or Chief AI Officer has a team and model access; what they underestimate is evals, guardrails, claims-specific data capture, integrations and the time to production.

    High impactMedium effort First result in 1 month Principal Product Marketing M…

    First action

    Write the build-effort line items with the solutions team, with realistic weeks for each.

    How to measure it

    Pilot conversations from the calculator

    Now
    –
    Target
    5 a quarter
    By
    1 quarter

    Steps

    1. 1

      Line items

      Data capture, evals, monitoring, integrations, compliance, maintenance.

      Solutions Consultant 2 days

    2. 2

      Inputs and outputs

      Volume, lines, team, model spend; weeks and cost.

      Principal Product Marketing Manager 2 days

    3. 3

      Build it

      A spreadsheet first, a web version later.

      AI Marketing Engineer 3 days

    4. 4

      Test with two CIOs

      Existing customers who considered building.

      Principal Customer Success Manager 1 week

    5. 5

      Use in deals

      Reps send it before the technical meeting.

      Principal Product Marketing Manager ongoing

    6. 6

      Learn

      Which line items surprise buyers most.

      Principal Product Marketing Manager monthly

    First result
    1 month
    Cost
    Staff time
    Owner
    Principal Product Marketing Manager

    Smallest test

    Use the spreadsheet in one live deal with a building CIO.

    Why it works

    A short worksheet: claims volume, lines of business, team size and model spend in; a side-by-side of build effort (data capture, evals, monitoring, integrations, compliance review, maintenance) against an Assured pilot out. It ends with the "low-lift pilot" offer.

    The VP of Product Marketing is told to win "the top-of-house Build vs. Buy with AI argument". A worksheet the CIO fills in with their own numbers makes that argument with them rather than at them.

    Ready to use

    CopyBuy vs. Build: claims AI

    Inputs: annual claims, lines of business, in-house AI team size, model spend.
    Build effort (weeks): structured FNOL capture, claims-tuned evals, real-time monitoring and guardrails, core-system integration, compliance and model risk review, ongoing maintenance.
    Assured pilot: scope, weeks to first value, team needed from the carrier.
    Result: weeks to production and people-years, side by side.

    Risks and how to handle them

    • It reads as biased

      Show assumptions openly and let the buyer change them.

    Evidence

    • HiringVP, Product Marketing (posted June 2026): Assured is "the leading Agentic Claims Orchestration platform" selling to "the biggest P&C carriers that own roughly 98% of the nation's claims volume"; the job is to make the value "legible, credible, and unmistakable to a Chief Claims Officer" and appealing to the CIO or Chief AI Officer, across two motions: Land ("Build vs. Buy with AI") and Expand (claim-share and process penetration in existing accounts). Positioning is "versus internal AI builds, legacy core systems and emerging entrants".Source
    • HiringPrincipal Product Marketing Manager (founding, posted June 2026): owns the "Buy vs. Build" narrative and "the field-grade objection library that wins Assured against internal AI builds, BPOs, and incumbent core systems", vertical competitor comparisons, demos, and on Expand "the use-case map and expansion playbook that grow claim-share and process penetration inside the logos we already serve".Source
    • Your websiteHomepage: "Frontier AI for claims. Proven at scale." "The most widely deployed AI in P&C. Trusted by 6 of the top 10 carriers." "Working across tens of millions of claims every year". Products: FNOL, Voice AI, First Contact, Service Assignment, Messaging, Emma, Sidekick, Fraud, CAT. "Start with a low-lift pilot. Prove ROI quickly." No carrier is named and there are no customer stories or quotes.Source

This quarter 9

The core plays for the next three months.

  • 07

    The VP of Integrated Marketing will run marketing "against top80 named carriers". With 6 of the top 10 already customers, the next wave is carriers 11 to 80, where the buying committee and the current claims stack differ by account.

    High impactHigh effort First result in 6 weeks VP

    First action

    Agree the 80-account list with Sales and the founders, as the job post requires.

    How to measure it

    First meetings in carriers 11–80

    Now
    –
    Target
    15
    By
    1 quarter

    Steps

    1. 1

      Lock the list

      With Sales and founders.

      VP, Integrated Marketing 1 week

    2. 2

      Account facts

      Core system, vendors, leaders, AI statements.

      AI Marketing Engineer 2 weeks

    3. 3

      Group into plays

      Three to five triggers with one offer each.

      VP, Integrated Marketing 1 week

    4. 4

      Build assets

      One brief and one email sequence per play.

      Principal Product Marketing Manager 2 weeks

    5. 5

      Launch

      Sales and marketing touches per account.

      VP, Integrated Marketing 1 quarter

    6. 6

      Weekly review

      On the dashboard: touches, replies, meetings.

      AI Marketing Engineer weekly

    7. 7

      Retire weak plays

      Replace after six weeks without meetings.

      VP, Integrated Marketing monthly

    Who to approach

    • Guidewire ClaimCenter carriers

      Carriers moving to or upgrading ClaimCenter need FNOL and data capture around it.

    First result
    6 weeks
    Cost
    Data tools and staff time
    Owner
    VP, Integrated Marketing

    Smallest test

    Run one play (new CCO) against ten accounts.

    Why it works

    For each of the top 80, record the core claims system, current FNOL and messaging vendors, recent claims leadership changes and public AI statements. Group them into three to five plays (for example: new CCO, core system migration, CAT-exposed region, building in house) with an offer per play.

    Person-based marketing works when the trigger is real. A carrier changing its core system or hiring a new CCO is in a buying window; the AI Marketing Engineer's account briefs can watch for these.

    Risks and how to handle them

    • Too many plays, too little depth

      Start with two plays and 20 accounts.

    Evidence

    • HiringVP, Integrated Marketing (posted August 2026): run "the always-on growth engine in the named-account program in top US P&C carriers"; own ABM and person-based marketing (CCOs, CIOs, CAIOs, claims VPs, transformation leads), paid, digital, SEO/AEO, events, lifecycle and web "against top80 named carriers", lock the named-account list with Sales and the founders, and own the marketing-to-sales SLA.Source
    • HiringAI Marketing Engineer (posted June 2026): stand up the marketing data model (e.g. Snowflake), weekly dashboards the CEO, Head of Marketing and Head of Sales read "in under five minutes", and internal agents "on Claude" for account briefs, objection prep, content drafts and named-account monitoring, "to make our marketing look like the AI company we are".Source
    • Your websiteHomepage: "Frontier AI for claims. Proven at scale." "The most widely deployed AI in P&C. Trusted by 6 of the top 10 carriers." "Working across tens of millions of claims every year". Products: FNOL, Voice AI, First Contact, Service Assignment, Messaging, Emma, Sidekick, Fraud, CAT. "Start with a low-lift pilot. Prove ROI quickly." No carrier is named and there are no customer stories or quotes.Source
  • 08

    Assured sells nine products across every major P&C line, and the PMM is told to grow "claim-share and process penetration inside the logos we already serve". Inside a top-10 carrier, the gap between one line live and all lines live is larger than most new logos.

    High impactMedium effort First result in 1 quarter Principal Customer Success Ma…

    First action

    Fill in the grid for the three largest customers.

    How to measure it

    Open grid cells with a named owner

    Now
    –
    Target
    50%
    By
    1 quarter

    Steps

    1. 1

      Build the grid

      Lines by products.

      Principal Product Marketing Manager 2 days

    2. 2

      Fill for top accounts

      From delivery records.

      Principal Customer Success Manager 1 week

    3. 3

      Name owners

      The carrier leader for each open cell.

      Principal Customer Success Manager 2 weeks

    4. 4

      Plan plays

      One expansion play per open cell.

      Principal Product Marketing Manager 1 week

    5. 5

      Review monthly

      At the data review session.

      Principal Customer Success Manager monthly

    6. 6

      Forecast

      Expansion pipeline in the weekly dashboard.

      AI Marketing Engineer weekly

    First result
    1 quarter
    Cost
    Staff time
    Owner
    Principal Customer Success Manager

    Smallest test

    Fill the grid for one customer and review it with their claims lead.

    Why it works

    For each customer, a grid of lines of business by product (FNOL, Voice AI, First Contact, Messaging, Emma, Fraud, CAT, Service Assignment), marked live, piloting or open, with the owner at the carrier for each open cell. Review it at every monthly data session.

    The Customer Success Manager already runs monthly data reviews and builds stakeholder maps across the carrier's lines; the grid turns those into a pipeline the account team can forecast.

    Risks and how to handle them

    • Pushing too fast annoys a carrier

      Tie each ask to a measured result already delivered.

    Evidence

    • HiringPrincipal Product Marketing Manager (founding, posted June 2026): owns the "Buy vs. Build" narrative and "the field-grade objection library that wins Assured against internal AI builds, BPOs, and incumbent core systems", vertical competitor comparisons, demos, and on Expand "the use-case map and expansion playbook that grow claim-share and process penetration inside the logos we already serve".Source
    • HiringClient Engagement: a Principal Customer Success Manager who "holds monthly data review sessions and executive readouts" to "own the value narrative", builds stakeholder maps "across the Carrier's LOB's", and supports "Adjuster adoption"; Senior and Principal Solutions Consultants who "help monitor account health, including some SQL work against production data to track capture rates"; Senior and Principal Technical Account Managers; and a CS Operations Manager to lead "the AI-native transformation of Client Engagement".Source
    • Your websiteHomepage: "Frontier AI for claims. Proven at scale." "The most widely deployed AI in P&C. Trusted by 6 of the top 10 carriers." "Working across tens of millions of claims every year". Products: FNOL, Voice AI, First Contact, Service Assignment, Messaging, Emma, Sidekick, Fraud, CAT. "Start with a low-lift pilot. Prove ROI quickly." No carrier is named and there are no customer stories or quotes.Source
  • 09

    Assured is hiring SMEs for auto, property, workers' compensation and commercial property, but the site has one Lines of Business page. A claims VP for workers' compensation searches for their own problems (medical documentation, return to work, state reporting), not for "agentic orchestration".

    High impactMedium effort First result in 2 months Senior Content Marketing Mana…

    First action

    Ask the workers' compensation SME for the ten questions claims leaders ask first.

    How to measure it

    Demo requests from line-of-business pages

    Now
    –
    Target
    5 a month
    By
    2 quarters

    Steps

    1. 1

      Questions per line

      Ten from each SME.

      Senior Content Marketing Manager, AI Narrative 1 week

    2. 2

      Draft two pages

      Workers' compensation and commercial property.

      Senior Content Marketing Manager, AI Narrative 3 weeks

    3. 3

      SME review

      Accuracy and terms.

      Senior Content Marketing Manager, AI Narrative 1 week

    4. 4

      Design

      Consistent template.

      Staff Brand Designer 1 week

    5. 5

      Publish and link

      From the Lines of Business page.

      AI Marketing Engineer 1 day

    6. 6

      Add auto and property

      Next.

      Senior Content Marketing Manager, AI Narrative 1 quarter

    7. 7

      Measure

      Search queries and demos per page.

      AI Marketing Engineer monthly

    First result
    2 months
    Cost
    Staff time
    Owner
    Senior Content Marketing Manager, AI Narrative

    Smallest test

    Publish the workers' compensation page.

    Why it works

    One page per line: the FNOL data that matters, the follow-ups Emma handles, the integrations, the measured result from a customer story, and a short FAQ. The SMEs supply the substance; the content lead writes it.

    Each line has its own buyer and vocabulary. Pages in that vocabulary are what both search and AI answer engines quote back to that buyer.

    Risks and how to handle them

    • Pages say the same thing

      Each page leads with one line-specific workflow.

    Evidence

    • HiringProduct SMEs for Auto Claims, Property Claims, Workers Compensation and Commercial Property, each leading an end-to-end review of the claims lifecycle from FNOL to closure, and a Product Lead, Data & Integrations owning "customer integrations, API ecosystem, and data exchange". 44 open roles in all, every one remote.Source
    • Your websiteSitemap: 34 URLs: product pages, three whitepapers (gen-AI, structured data, "test before invest") and 14 blog URLs, of which 9 are posts, all bylined "The Assured Team" with no dates shown. No case studies, customer pages, events or newsroom. The About page still leads with "We're Here To Bring Claims Into The 21st Century" and repeats its "Strategy x Team = Execution" block twice.Source
    • HiringVP, Integrated Marketing (posted August 2026): run "the always-on growth engine in the named-account program in top US P&C carriers"; own ABM and person-based marketing (CCOs, CIOs, CAIOs, claims VPs, transformation leads), paid, digital, SEO/AEO, events, lifecycle and web "against top80 named carriers", lock the named-account list with Sales and the founders, and own the marketing-to-sales SLA.Source
  • 10

    Carriers increasingly run AI through model risk management, and the CIO or Chief AI Officer has to defend any AI that touches claims decisions. The homepage talks about guardrails, evals and human-in-the-loop, but there is nothing a governance team can file.

    High impactMedium effort First result in 2 months VP

    First action

    Ask two current customers what their model risk team asked for during approval.

    How to measure it

    Days in AI governance review

    Now
    –
    Target
    -30%
    By
    2 quarters

    Steps

    1. 1

      Collect the questions

      From past carrier reviews.

      Solutions Consultant 1 week

    2. 2

      Draft the pack

      Per agent: decides, recommends, hands off.

      VP, Product Marketing 2 weeks

    3. 3

      Engineering review

      Evals, monitoring, change control.

      Solutions Consultant 1 week

    4. 4

      Legal review

      Claims and data wording.

      VP, Product Marketing 1 week

    5. 5

      Ship to deals

      At the technical stage.

      Principal Product Marketing Manager ongoing

    6. 6

      Update

      With every major model change.

      Solutions Consultant quarterly

    First result
    2 months
    Cost
    Staff time
    Owner
    VP, Product Marketing

    Smallest test

    Write the one-page summary for Emma first.

    Why it works

    A downloadable pack: what each agent decides and what it only recommends, the evals and thresholds, monitoring, human handoff rules, data handling, audit logs and how changes to models are tested. Give it to every deal at the technical stage.

    Deals stall where nobody owns the risk sign-off. Handing that team their documentation early removes a step the sales team cannot otherwise control.

    Risks and how to handle them

    • It exposes a gap

      Fix the gap; a carrier will find it anyway.

    Evidence

    • Your websiteHomepage: "Frontier AI for claims. Proven at scale." "The most widely deployed AI in P&C. Trusted by 6 of the top 10 carriers." "Working across tens of millions of claims every year". Products: FNOL, Voice AI, First Contact, Service Assignment, Messaging, Emma, Sidekick, Fraud, CAT. "Start with a low-lift pilot. Prove ROI quickly." No carrier is named and there are no customer stories or quotes.Source
    • HiringVP, Product Marketing (posted June 2026): Assured is "the leading Agentic Claims Orchestration platform" selling to "the biggest P&C carriers that own roughly 98% of the nation's claims volume"; the job is to make the value "legible, credible, and unmistakable to a Chief Claims Officer" and appealing to the CIO or Chief AI Officer, across two motions: Land ("Build vs. Buy with AI") and Expand (claim-share and process penetration in existing accounts). Positioning is "versus internal AI builds, legacy core systems and emerging entrants".Source
    • programmable.infoSite scan: Next.js on Vercel; certifications listed SOC 2, ISO 27001 and HIPAA; security headers grade F; email-authentication score 35/100. A DNS lookup finds an SPF record (Google and Amazon SES) but no DMARC record at _dmarc.assured.com. 55 news mentions of "assured" in 30 days, nearly all for the everyday word.Source
  • 11

    Assured sells plugins and integrations into carriers' existing claims stacks, and it is hiring a Product Lead for Data & Integrations. Carriers on a given core system trust what that system's ecosystem recommends.

    Medium impactMedium effort First result in 2 quarters VP

    First action

    Count which core systems the current customers run.

    How to measure it

    Opportunities sourced from core-system partners

    Now
    –
    Target
    4
    By
    2 quarters

    Steps

    1. 1

      Count systems

      Across customers.

      Solutions Consultant 1 day

    2. 2

      Partner terms

      Marketplace and conference requirements.

      VP, Integrated Marketing 2 weeks

    3. 3

      Integration pages

      One per system.

      Senior Content Marketing Manager, AI Narrative 2 weeks

    4. 4

      Listing

      In each marketplace.

      VP, Integrated Marketing 1 month

    5. 5

      Joint session

      Pitch a customer-led talk.

      VP, Integrated Marketing 1 quarter

    6. 6

      Track

      Source in the CRM.

      AI Marketing Engineer ongoing

    First result
    2 quarters
    Cost
    Partner program fees
    Owner
    VP, Integrated Marketing

    Smallest test

    Publish one integration page.

    Why it works

    Pick the two core systems most customers run, list Assured in their partner marketplaces, publish an integration page for each, and propose a joint session at the platform's user conference.

    Marketplace listings and user conferences put Assured in front of claims and IT teams already planning around that system, at almost no media cost.

    Risks and how to handle them

    • The platform builds a rival feature

      Lead with workflows the platform does not cover, such as FNOL capture and messaging.

    Evidence

    • HiringProduct SMEs for Auto Claims, Property Claims, Workers Compensation and Commercial Property, each leading an end-to-end review of the claims lifecycle from FNOL to closure, and a Product Lead, Data & Integrations owning "customer integrations, API ecosystem, and data exchange". 44 open roles in all, every one remote.Source
    • Your websiteHomepage: "Frontier AI for claims. Proven at scale." "The most widely deployed AI in P&C. Trusted by 6 of the top 10 carriers." "Working across tens of millions of claims every year". Products: FNOL, Voice AI, First Contact, Service Assignment, Messaging, Emma, Sidekick, Fraud, CAT. "Start with a low-lift pilot. Prove ROI quickly." No carrier is named and there are no customer stories or quotes.Source
    • Competitor researchClaims AI vendors selling to the same carriers: Five Sigma ("AI-native claims platform and Clive multi-agent AI"), Hi Marley ("the trusted communication fabric for P&C insurance"), Shift Technology ("agents that detect more fraud, streamline claims processing"), Snapsheet ("claims management software engineered for the full P&C lifecycle"), plus core systems such as Guidewire ClaimCenter.Source
  • 12

    The PMM is asked for an objection library against internal builds, BPOs and incumbent core systems, but the named claims AI vendors (Five Sigma, Hi Marley, Shift Technology, Snapsheet) also pitch "agents" now. Client Engagement meets them at renewal.

    High impactLow effort First result in 1 month VP

    First action

    Ask sales which three competitors came up most in the last ten deals.

    How to measure it

    Win rate in competitive deals

    Now
    –
    Target
    +10 points
    By
    2 quarters

    Steps

    1. 1

      Rank rivals

      From deal notes.

      Principal Product Marketing Manager 1 day

    2. 2

      Draft cards

      Claim, strength, gap question, proof, path.

      Principal Product Marketing Manager 1 week

    3. 3

      Field test

      With two reps and one CSM.

      Principal Product Marketing Manager 2 weeks

    4. 4

      Share

      With Sales and Client Engagement.

      Principal Product Marketing Manager 1 day

    5. 5

      Update

      After every competitive loss.

      Principal Product Marketing Manager ongoing

    6. 6

      Measure

      Win and renewal rates by rival.

      AI Marketing Engineer quarterly

    Who to approach

    • Five Sigma

      AI-native claims platform with Clive multi-agent AI.

    • Hi Marley

      Messaging fabric in many carriers.

    • Shift Technology

      Fraud and claims agents.

    First result
    1 month
    Cost
    Staff time
    Owner
    VP, Product Marketing

    Smallest test

    Write the Hi Marley card first.

    Why it works

    One card per rival: their claim, where they are strong, the question that exposes the gap, the proof Assured shows, and the migration path. Give the same cards to the Customer Success and Technical Account teams for renewals.

    Competitors sell expansion into Assured's accounts too. A renewal lost to "we will add agents from our messaging vendor" is as costly as a lost new logo.

    Risks and how to handle them

    • Cards go stale

      Date each card and review monthly.

    Evidence

    • HiringPrincipal Product Marketing Manager (founding, posted June 2026): owns the "Buy vs. Build" narrative and "the field-grade objection library that wins Assured against internal AI builds, BPOs, and incumbent core systems", vertical competitor comparisons, demos, and on Expand "the use-case map and expansion playbook that grow claim-share and process penetration inside the logos we already serve".Source
    • Competitor researchClaims AI vendors selling to the same carriers: Five Sigma ("AI-native claims platform and Clive multi-agent AI"), Hi Marley ("the trusted communication fabric for P&C insurance"), Shift Technology ("agents that detect more fraud, streamline claims processing"), Snapsheet ("claims management software engineered for the full P&C lifecycle"), plus core systems such as Guidewire ClaimCenter.Source
    • HiringClient Engagement: a Principal Customer Success Manager who "holds monthly data review sessions and executive readouts" to "own the value narrative", builds stakeholder maps "across the Carrier's LOB's", and supports "Adjuster adoption"; Senior and Principal Solutions Consultants who "help monitor account health, including some SQL work against production data to track capture rates"; Senior and Principal Technical Account Managers; and a CS Operations Manager to lead "the AI-native transformation of Client Engagement".Source
  • 13

    The integrated marketing role covers events, and the buyers (CCOs, claims VPs, transformation leads) gather at a small number of claims and insurtech conferences. Booths spread thin; a private dinner or a customer-led session reaches the named accounts.

    Medium impactMedium effort First result in 1 quarter VP

    First action

    Score last year's attendee lists or sponsor reports against the top 80.

    How to measure it

    Pre-booked meetings with top-80 accounts

    Now
    –
    Target
    10 per event
    By
    2 quarters

    Steps

    1. 1

      Score events

      By named-account attendance.

      VP, Integrated Marketing 1 week

    2. 2

      Pick three

      And the format for each.

      VP, Integrated Marketing 1 day

    3. 3

      Pre-book

      Outreach six weeks before.

      VP, Integrated Marketing 6 weeks

    4. 4

      Dinner

      Twelve seats, one customer speaker.

      VP, Integrated Marketing 1 evening

    5. 5

      Follow up

      Within 48 hours with a brief.

      AI Marketing Engineer 2 days

    6. 6

      Review

      Meetings and pipeline per event.

      VP, Integrated Marketing per event

    First result
    1 quarter
    Cost
    Event budget
    Owner
    VP, Integrated Marketing

    Smallest test

    Run one dinner at the next event already on the calendar.

    Why it works

    Choose three events by how many of the top 80 attend, pre-book meetings with named accounts, host one small dinner with a customer speaker, and follow up within 48 hours with the account brief.

    Named-account marketing and events combine well when the event is used to meet specific people rather than to collect badges.

    Risks and how to handle them

    • Spend without pipeline

      Drop any event with fewer than five meetings.

    Evidence

    • HiringVP, Integrated Marketing (posted August 2026): run "the always-on growth engine in the named-account program in top US P&C carriers"; own ABM and person-based marketing (CCOs, CIOs, CAIOs, claims VPs, transformation leads), paid, digital, SEO/AEO, events, lifecycle and web "against top80 named carriers", lock the named-account list with Sales and the founders, and own the marketing-to-sales SLA.Source
    • HiringAI Marketing Engineer (posted June 2026): stand up the marketing data model (e.g. Snowflake), weekly dashboards the CEO, Head of Marketing and Head of Sales read "in under five minutes", and internal agents "on Claude" for account briefs, objection prep, content drafts and named-account monitoring, "to make our marketing look like the AI company we are".Source
  • 14

    The CSM role names "Adjuster adoption" and "change management" as part of the job. Agentic tools only deliver their measured value when adjusters delegate to them; low adoption at one office drags down the whole account's result.

    High impactMedium effort First result in 1 quarter Principal Customer Success Ma…

    First action

    Pull adjuster-level usage for one customer and find the lowest-adopting team.

    How to measure it

    Active adjusters as a share of licensed

    Now
    –
    Target
    +20 points
    By
    2 quarters

    Steps

    1. 1

      Measure

      Usage per office and team.

      Solutions Consultant 1 week

    2. 2

      Champions

      One per team.

      Principal Customer Success Manager 2 weeks

    3. 3

      Tips

      Weekly, one task Emma can take.

      Senior Content Marketing Manager, AI Narrative weekly

    4. 4

      Review

      Adoption beside outcomes monthly.

      Principal Customer Success Manager monthly

    5. 5

      Fix blockers

      Feed issues to Product.

      Principal Customer Success Manager ongoing

    6. 6

      Share wins

      Team results in the executive readout.

      Principal Customer Success Manager monthly

    First result
    1 quarter
    Cost
    Staff time
    Owner
    Principal Customer Success Manager

    Smallest test

    Run the champion program at one office.

    Why it works

    Track adoption per office and team, run a short champion program (one adjuster per team), share a weekly tip, and show adoption next to outcomes in the monthly data review.

    Renewals at carriers are decided on measured results; results depend on adoption, and adoption is something Client Engagement can move directly.

    Risks and how to handle them

    • Adjusters resist automation

      Start with tasks they dislike, such as chasing photos and documents.

    Evidence

    • HiringClient Engagement: a Principal Customer Success Manager who "holds monthly data review sessions and executive readouts" to "own the value narrative", builds stakeholder maps "across the Carrier's LOB's", and supports "Adjuster adoption"; Senior and Principal Solutions Consultants who "help monitor account health, including some SQL work against production data to track capture rates"; Senior and Principal Technical Account Managers; and a CS Operations Manager to lead "the AI-native transformation of Client Engagement".Source
    • Your websiteEmma page: "Emma handles nearly 70% of interactions autonomously" and "has handled more than 50 million customer interactions for top insurers".Source
  • 15

    The gen-AI, structured data and "test before invest" whitepapers sit behind download forms. AI answer engines and search cannot quote a form, and the VP of Integrated Marketing owns SEO and AEO.

    Medium impactMedium effort First result in 2 months Senior Content Marketing Mana…

    First action

    Write the open summary for the "test before invest" paper.

    How to measure it

    Monthly visits to summary pages

    Now
    –
    Target
    +300%
    By
    2 quarters

    Steps

    1. 1

      Pick findings

      Five per paper.

      Senior Content Marketing Manager, AI Narrative 2 days

    2. 2

      Write summaries

      With an FAQ each.

      Senior Content Marketing Manager, AI Narrative 1 week

    3. 3

      Design

      Chart and layout.

      Staff Brand Designer 1 week

    4. 4

      Publish

      Indexable, in the sitemap.

      AI Marketing Engineer 1 day

    5. 5

      Link

      From blog and product pages.

      Senior Content Marketing Manager, AI Narrative 1 day

    6. 6

      Measure

      Visits, form fills, citations in AI answers.

      AI Marketing Engineer monthly

    First result
    2 months
    Cost
    $0
    Owner
    Senior Content Marketing Manager, AI Narrative

    Smallest test

    Publish one summary page.

    Why it works

    For each whitepaper, publish an open summary page with the key findings, a chart and an FAQ, and keep the full PDF gated for named accounts. Add the summaries to the sitemap.

    The ideas get found and quoted, and the people who want the full paper still fill in the form.

    Risks and how to handle them

    • Fewer form fills

      Track; named-account readers still want the full paper.

    Evidence

    • Your websiteSitemap: 34 URLs: product pages, three whitepapers (gen-AI, structured data, "test before invest") and 14 blog URLs, of which 9 are posts, all bylined "The Assured Team" with no dates shown. No case studies, customer pages, events or newsroom. The About page still leads with "We're Here To Bring Claims Into The 21st Century" and repeats its "Strategy x Team = Execution" block twice.Source
    • HiringVP, Integrated Marketing (posted August 2026): run "the always-on growth engine in the named-account program in top US P&C carriers"; own ABM and person-based marketing (CCOs, CIOs, CAIOs, claims VPs, transformation leads), paid, digital, SEO/AEO, events, lifecycle and web "against top80 named carriers", lock the named-account list with Sales and the founders, and own the marketing-to-sales SLA.Source

Big bets 3

Larger plays that can change the trajectory.

  • 16

    Assured works across tens of millions of claims a year. No carrier sees how its FNOL completion, cycle time or contact rates compare with peers; aggregated, anonymized benchmarks would be the most cited claims data in the market.

    High impactHigh effort First result in 2 quarters VP

    First action

    Ask legal what contract terms allow aggregate, anonymized reporting.

    How to measure it

    First meetings citing the benchmark

    Now
    –
    Target
    20
    By
    2 quarters

    Steps

    1. 1

      Legal basis

      Contract terms and carrier consent.

      CEO 1 month

    2. 2

      Metric set

      Five measures per line.

      Solutions Consultant 2 weeks

    3. 3

      Compute

      Aggregated, anonymized, minimum group sizes.

      AI Marketing Engineer 1 month

    4. 4

      Write it up

      Report and open summary.

      Senior Content Marketing Manager, AI Narrative 1 month

    5. 5

      Private rankings

      For each customer.

      Principal Customer Success Manager 2 weeks

    6. 6

      Launch

      Press, events, named-account outreach.

      VP, Integrated Marketing 1 month

    7. 7

      Repeat

      Yearly with trends.

      VP, Product Marketing yearly

    First result
    2 quarters
    Cost
    Analyst time and design
    Owner
    VP, Product Marketing

    Smallest test

    Compute one metric for one line and show it to two customers.

    Why it works

    Publish an annual benchmark by line of business: FNOL digital completion, time to first contact, follow-ups automated, cycle time ranges. Offer each customer a private version showing where they rank.

    A benchmark gives the CCO a reason to meet and gives every other team (content, events, PR, sales) a year of material. The private ranking becomes a renewal and expansion tool.

    Risks and how to handle them

    • A carrier objects

      Opt-in only, and no group smaller than five carriers.

    Evidence

    • Your websiteHomepage: "Frontier AI for claims. Proven at scale." "The most widely deployed AI in P&C. Trusted by 6 of the top 10 carriers." "Working across tens of millions of claims every year". Products: FNOL, Voice AI, First Contact, Service Assignment, Messaging, Emma, Sidekick, Fraud, CAT. "Start with a low-lift pilot. Prove ROI quickly." No carrier is named and there are no customer stories or quotes.Source
    • HiringSenior Content Marketing Manager, AI Narrative (posted July 2026): a writer "genuinely expert in AI" to make agentic AI legible to "the people who run claims at the largest US carriers"; it complements an existing Content Strategist and must "operate inside carrier compliance norms on everything that leaves the building". The posting says "The capability and the proof are real".Source
    • HiringClient Engagement: a Principal Customer Success Manager who "holds monthly data review sessions and executive readouts" to "own the value narrative", builds stakeholder maps "across the Carrier's LOB's", and supports "Adjuster adoption"; Senior and Principal Solutions Consultants who "help monitor account health, including some SQL work against production data to track capture rates"; Senior and Principal Technical Account Managers; and a CS Operations Manager to lead "the AI-native transformation of Client Engagement".Source
  • 17

    The homepage offers "a low-lift pilot" but not what it includes, how long it takes or what it costs. Mid-size carriers have fewer people to scope a custom project.

    High impactHigh effort First result in 2 quarters CEO

    First action

    Look at the last five pilots: what scope and time did they actually take?

    How to measure it

    Pilots started per quarter

    Now
    –
    Target
    6
    By
    2 quarters

    Steps

    1. 1

      Study past pilots

      Scope, time, metric.

      Solutions Consultant 2 weeks

    2. 2

      Define three packages

      Scope and success metric each.

      VP, Product Marketing 2 weeks

    3. 3

      Price

      With conversion terms.

      CEO 2 weeks

    4. 4

      Delivery playbook

      Steps and staffing.

      Principal Customer Success Manager 2 weeks

    5. 5

      Launch

      In named-account plays.

      VP, Integrated Marketing 1 month

    6. 6

      Review

      Conversion and delivery time.

      CEO quarterly

    First result
    2 quarters
    Cost
    Pilot delivery cost
    Owner
    CEO

    Smallest test

    Offer the FNOL package to one mid-size carrier.

    Why it works

    Three standard pilots (digital FNOL for one line, Emma follow-ups for one office, First Contact for recorded statements) with fixed scope, data needs, timeline, success metric and a price that converts to a contract if the metric is hit.

    A packaged pilot shortens the Land motion and gives integrated marketing a concrete offer for every named-account play.

    Risks and how to handle them

    • Pilots that never convert

      Agree the conversion terms before starting.

    Evidence

    • Your websiteHomepage: "Frontier AI for claims. Proven at scale." "The most widely deployed AI in P&C. Trusted by 6 of the top 10 carriers." "Working across tens of millions of claims every year". Products: FNOL, Voice AI, First Contact, Service Assignment, Messaging, Emma, Sidekick, Fraud, CAT. "Start with a low-lift pilot. Prove ROI quickly." No carrier is named and there are no customer stories or quotes.Source
    • HiringVP, Product Marketing (posted June 2026): Assured is "the leading Agentic Claims Orchestration platform" selling to "the biggest P&C carriers that own roughly 98% of the nation's claims volume"; the job is to make the value "legible, credible, and unmistakable to a Chief Claims Officer" and appealing to the CIO or Chief AI Officer, across two motions: Land ("Build vs. Buy with AI") and Expand (claim-share and process penetration in existing accounts). Positioning is "versus internal AI builds, legacy core systems and emerging entrants".Source
    • HiringVP, Integrated Marketing (posted August 2026): run "the always-on growth engine in the named-account program in top US P&C carriers"; own ABM and person-based marketing (CCOs, CIOs, CAIOs, claims VPs, transformation leads), paid, digital, SEO/AEO, events, lifecycle and web "against top80 named carriers", lock the named-account list with Sales and the founders, and own the marketing-to-sales SLA.Source
  • 18

    The PMM's objection library treats BPOs as a rival. But third-party administrators and claims outsourcers handle claims for many of the carriers below the top 80, and they are under the same pressure to automate.

    Medium impactHigh effort First result in 3 quarters VP

    First action

    List the ten largest TPAs serving P&C carriers and check which already use AI vendors.

    How to measure it

    Partner contracts signed

    Now
    –
    Target
    2
    By
    3 quarters

    Steps

    1. 1

      List TPAs

      By P&C claims volume.

      VP, Integrated Marketing 1 week

    2. 2

      Partner terms

      Pricing and branding.

      CEO 1 month

    3. 3

      Pilot with one

      Single line, single client.

      Principal Customer Success Manager 1 quarter

    4. 4

      Case study

      From the pilot.

      Senior Content Marketing Manager, AI Narrative 1 month

    5. 5

      Expand

      Two more partners.

      VP, Integrated Marketing 2 quarters

    6. 6

      Guard direct deals

      Rules for accounts both target.

      VP, Integrated Marketing ongoing

    First result
    3 quarters
    Cost
    Partner team time
    Owner
    VP, Integrated Marketing

    Smallest test

    Pitch one TPA on a single-line pilot.

    Why it works

    Offer TPAs and claims outsourcers a partner edition: Assured FNOL, Messaging and Emma in their operations, with co-branded reporting to their carrier clients.

    It reaches carriers too small to buy directly, turns a rival into a channel, and adds claims volume to the benchmark.

    Risks and how to handle them

    • Channel conflict with direct sales

      Exclude the top-80 named accounts from partner deals.

    Evidence

    • HiringPrincipal Product Marketing Manager (founding, posted June 2026): owns the "Buy vs. Build" narrative and "the field-grade objection library that wins Assured against internal AI builds, BPOs, and incumbent core systems", vertical competitor comparisons, demos, and on Expand "the use-case map and expansion playbook that grow claim-share and process penetration inside the logos we already serve".Source
    • Your websiteHomepage: "Frontier AI for claims. Proven at scale." "The most widely deployed AI in P&C. Trusted by 6 of the top 10 carriers." "Working across tens of millions of claims every year". Products: FNOL, Voice AI, First Contact, Service Assignment, Messaging, Emma, Sidekick, Fraud, CAT. "Start with a low-lift pilot. Prove ROI quickly." No carrier is named and there are no customer stories or quotes.Source

Wildcards 3

Unexpected experiments, each with a cheap way to test it.

  • 19

    News for "assured" is mostly the everyday word, and a healthcare credentialing company also called Assured announced a $19 million Series A in July 2026. Carrier buyers who search the name after an event may land on the wrong company.

    Medium impactLow effort First result in 1 month VP

    First action

    Search the five brand phrases a carrier buyer would use and note what ranks.

    How to measure it

    Clicks on "Assured claims" searches

    Now
    –
    Target
    +40%
    By
    2 months

    Steps

    1. 1

      Check results

      Five brand searches.

      AI Marketing Engineer 1 hour

    2. 2

      Titles

      Brand plus category on key pages.

      AI Marketing Engineer 2 hours

    3. 3

      Structured data

      Organization with sameAs.

      AI Marketing Engineer 2 hours

    4. 4

      Brand ads

      Small budget.

      VP, Integrated Marketing 1 hour

    5. 5

      Partner wording

      Ask for the full phrase.

      VP, Integrated Marketing 1 hour

    6. 6

      Measure

      Search Console brand queries.

      AI Marketing Engineer monthly

    First result
    1 month
    Cost
    Under $500 a month
    Owner
    VP, Integrated Marketing

    Smallest test

    Change the homepage title and watch brand clicks.

    Why it works

    Use "Assured claims AI" and "Assured for P&C" consistently in titles, ads on brand-plus-category terms, Organization structured data with sameAs links, and ask press and partners to use the full phrase.

    Named-account marketing creates searches for the brand; those searches need to land on assured.com.

    Risks and how to handle them

    • Brand ads waste money

      Keep the budget small; stop if organic wins.

    Evidence

    • programmable.infoSite scan: Next.js on Vercel; certifications listed SOC 2, ISO 27001 and HIPAA; security headers grade F; email-authentication score 35/100. A DNS lookup finds an SPF record (Google and Amazon SES) but no DMARC record at _dmarc.assured.com. 55 news mentions of "assured" in 30 days, nearly all for the everyday word.Source
    • PressA different company also called Assured, a healthcare provider-operations and credentialing platform, announced a $19 million Series A on July 22, 2026, led by Insight Partners.Source
  • 20

    Assured sells a CAT product ("Predict, prepare, recover") and carriers face surges of claims after catastrophes. Claims leaders plan for this each season.

    Medium impactMedium effort First result in 1 season CEO

    First action

    Draft the readiness checklist with the CAT product team.

    How to measure it

    Readiness reviews booked

    Now
    –
    Target
    8 a season
    By
    2 seasons

    Steps

    1. 1

      Checklist

      With the CAT team.

      Solutions Consultant 1 week

    2. 2

      Surge data

      Anonymized patterns.

      AI Marketing Engineer 2 weeks

    3. 3

      Briefing

      Four pages.

      Senior Content Marketing Manager, AI Narrative 1 week

    4. 4

      Send

      To named accounts eight weeks before season.

      VP, Integrated Marketing 1 day

    5. 5

      Reviews

      Offer a 30-minute session.

      Principal Customer Success Manager 1 month

    6. 6

      Debrief

      After the season, update.

      Senior Content Marketing Manager, AI Narrative yearly

    First result
    1 season
    Cost
    Staff time
    Owner
    CEO

    Smallest test

    Send a draft checklist to three customers for comment.

    Why it works

    Before each season, a short briefing for claims leaders: last season's surge patterns (anonymized), readiness checklist, how digital FNOL and messaging absorbed volume. Offer a readiness review to named accounts.

    It ties a product to a date on every claims leader's calendar, which is a reason to meet that does not depend on the sales cycle.

    Risks and how to handle them

    • Sounding opportunistic around disasters

      Publish before the season, never during an event.

    Evidence

    • Your websiteHomepage: "Frontier AI for claims. Proven at scale." "The most widely deployed AI in P&C. Trusted by 6 of the top 10 carriers." "Working across tens of millions of claims every year". Products: FNOL, Voice AI, First Contact, Service Assignment, Messaging, Emma, Sidekick, Fraud, CAT. "Start with a low-lift pilot. Prove ROI quickly." No carrier is named and there are no customer stories or quotes.Source
    • HiringVP, Integrated Marketing (posted August 2026): run "the always-on growth engine in the named-account program in top US P&C carriers"; own ABM and person-based marketing (CCOs, CIOs, CAIOs, claims VPs, transformation leads), paid, digital, SEO/AEO, events, lifecycle and web "against top80 named carriers", lock the named-account list with Sales and the founders, and own the marketing-to-sales SLA.Source
  • 21

    The AI Marketing Engineer will build internal agents on Claude for account briefs, objection prep and named-account monitoring, "to make our marketing look like the AI company we are". CIOs who are deciding whether to build or buy are curious how vendors use agents internally.

    Medium impactMedium effort First result in 2 quarters AI Marketing Engineer

    First action

    Log what the first account-brief agent gets wrong in its first month.

    How to measure it

    CIO meetings citing the write-up

    Now
    –
    Target
    5
    By
    2 quarters

    Steps

    1. 1

      Build and run

      One agent for a quarter.

      AI Marketing Engineer 1 quarter

    2. 2

      Log failures

      And fixes.

      AI Marketing Engineer ongoing

    3. 3

      Write it up

      Plain and technical.

      Senior Content Marketing Manager, AI Narrative 2 weeks

    4. 4

      Review

      Security checks for anything sensitive.

      Solutions Consultant 1 week

    5. 5

      Publish

      Blog and a talk.

      VP, Integrated Marketing 1 month

    6. 6

      Use in deals

      For build-minded CIOs.

      Principal Product Marketing Manager ongoing

    First result
    2 quarters
    Cost
    Staff time
    Owner
    AI Marketing Engineer

    Smallest test

    Write one page on the account-brief agent after its first month.

    Why it works

    After the agents run for a quarter, publish a short technical write-up: what they do, the guardrails, the evals and what went wrong. Present it at a CIO event.

    It demonstrates the guardrails-and-evals discipline the product pitch rests on, in a setting with no customer data at risk.

    Risks and how to handle them

    • It reveals customer details

      Describe only internal marketing data.

    Evidence

    • HiringAI Marketing Engineer (posted June 2026): stand up the marketing data model (e.g. Snowflake), weekly dashboards the CEO, Head of Marketing and Head of Sales read "in under five minutes", and internal agents "on Claude" for account briefs, objection prep, content drafts and named-account monitoring, "to make our marketing look like the AI company we are".Source
    • HiringVP, Product Marketing (posted June 2026): Assured is "the leading Agentic Claims Orchestration platform" selling to "the biggest P&C carriers that own roughly 98% of the nation's claims volume"; the job is to make the value "legible, credible, and unmistakable to a Chief Claims Officer" and appealing to the CIO or Chief AI Officer, across two motions: Land ("Build vs. Buy with AI") and Expand (claim-share and process penetration in existing accounts). Positioning is "versus internal AI builds, legacy core systems and emerging entrants".Source

03

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See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on October 18, 2026, and cites them throughout. Assured did not commission, review or endorse it, and Programmable is not affiliated with Assured. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how Assured runs its business.

Something wrong, or do you represent Assured? Email [email protected] and we will correct it or take it down.

30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 306 ideas

    Proof and trust basics: outcome stories, method notes, DMARC, robots.txt, named authors, and the build-vs-buy worksheet.

  2. Days 31 to 606 ideas

    Named-account plays, the expansion map, the governance pack, competitor comparisons, adjuster adoption and the whitepaper summaries.

  3. Days 61 to 909 ideas

    Line-of-business pages, core-system partners, events, the benchmark, packaged pilots, the TPA channel and the wildcards.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value better data captured at first notice of loss. The most cited problem: manual, phone-heavy claims work.

  • Fewer calls and follow-ups for adjusters
  • Long cycle times and costly loss adjustment expense
  • In their words: “straight-through processing”

Market

Competitive landscape

5 competitors compared: Internal AI builds, Five Sigma, Hi Marley, Shift Technology and 1 more.

  • Gap to exploit: Public, specific proof from carriers
  • Internal AI builds: Evals, guardrails and integrations take longer than planned
  • Five Sigma: A core replacement is a larger decision

Hiring signals

Assured is building its first full marketing team on top of a strong enterprise base: VPs of Product Marketing and Integrated Marketing, a founding Principal PMM, an AI-narrative writer, an AI Marketing Engineer…

  • VP, Product Marketing: Positioning against internal AI builds, legacy cores and new entrants; Land and Expand. Ideas 1, 6, 10, 17.
  • VP, Integrated Marketing: ABM and person-based marketing, SEO/AEO and events against the top 80 carriers. Ideas 3, 4, 7, 13, 19.
  • Principal Product Marketing Manager: Buy vs. Build narrative, objection library, use-case map for expansion. Ideas 6, 8, 12.

From the team that wrote this playbook

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