Clinics and hospitals for my health insurance network

Well-rated care providers where members live, for the network.

MediumMonthlyAI

InsuranceInsuranceHealth

Use this template

What it does

Every quarter: the best-rated clinics, hospitals and diagnostic centres in cities where you have many members (your table), scored by xMap AI for the network, with the contracts manager from Apollo.

In one sentence: Monthly on the 1st at 08:00, take your table, find hospitals, medical clinics and medical diagnostic imaging centers nearby, remove duplicates, score and rank them with xMap AI, sort them by fit score and keep the top 30, find the Contracts Manager, Business Development Manager and Administrator with Apollo, then create contact in HubSpot and email the list to you.

Why it is useful

Members want good care near home. The network grows where they are.

Who it is for

Insurance. Insurers, brokers and agents preparing for storms, building distribution, checking claims and growing commercial and health books. Every use case for insurance

Best use cases

  • A health insurer
  • A third-party administrator
  • A corporate health plan

What each run gives you

  • New leads in HubSpot

The time it saves

Monthly on the 1st at 08:00. Doing the same work by hand takes about 120 minutes each time; it runs about 1 time a month, so it saves about 2 hours a month (an estimate). It is medium: 9 blocks.

The flow, block by block

  1. On the 1st of every monthTrigger · ScheduleStarts the flow on a timetable.
  2. Member citiesYour data · My dataBrings in a table you uploaded or a list you saved on the My data page: your stores, customers, target accounts or sites.
  3. Care providers nearbyxMap data · Nearby placesPlaces around a point from xMap’s own places database (300M+ places, refreshed every month): pick the types of place (more than 5,000, such as Restaurant, Cafe, Pharmacy, Hospital or Gas station, or a whole group of them) and how far to look.
  4. Each provider onceLogic · Remove duplicatesKeeps one of each item when the same one arrives more than once, for example from two searches that overlap.
  5. Score each provider with xMap AIxMap AI · xMap LLMTell the AI what to do in plain words.
  6. Best 30 firstLogic · Sort and limitPuts the items in order, and can keep only the first ones: the 10 best rated, the 20 nearest, the highest fit scores.
  7. Contracts manager from ApolloYour data · ApolloThe people to talk to at each company, and the company’s details, from your own Apollo account (apollo.io): decision makers by job title with their LinkedIn and work email; or the company’s size, industry, revenue and LinkedIn page; or a person from their email.
  8. Add them to HubSpotApp · HubSpotPowerful CRM that offers tools for sales, customer service, and marketing automation.
  9. Email me the resultsAction · EmailSends one email per run with all the items, or one email per item.

Every block can be changed after you use the template: the city, the type of place, the score, where the results go.

Use it now

Answer a few questions, enter your work email, and it runs in your own account, kept running until you pause it. Use this template.

How to set it up

More for Insurance