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Case Study

Forsure: Building the Foundation of an AI-Native Benefits Platform

Partnering with Forsure to build the AI foundation, brand, and go-to-market of an AI-native healthcare benefits platform.
Forsure: Building the Foundation of an AI-Native Benefits Platform
About

The Challenge

Forsure, an AI-native healthcare benefits company, had a clear vision — an intelligent platform for employer healthcare benefits — and needed the product leadership, AI architecture, and market positioning to bring it to life.

Services
Phase 1

Product Foundation

Core AI architecture: agentic solutions for member interactions, document intelligence, and benefits-consulting automation.
Phase 2

Brand & Positioning

Brand identity, messaging framework, and go-to-market strategy targeting enterprise employers.
Phase 3

Growth Infrastructure

Marketing systems, sales enablement, and partnership frameworks to drive early traction.
Outcome

From Build to Growth

A launched platform, a go-to-market engine, and the practitioner-level AI enablement insight behind REZUME™.
Quote Icon
"We didn't consult from the outside. We built from the inside — and that's where we learned what AI adoption really takes."
Adam Zatar, Founder — RezumeAI

Our Approach

A year-long partnership that evolved from building the product into growing the business.
Phase 1

Discovery & Embedding

Joined the team as an embedded PM to understand the vision and build the product roadmap.
  • Product roadmap development
  • AI architecture design
  • Team workflow integration
Phase 2

Build & Deploy

Architected and deployed agentic AI solutions while simultaneously building the brand.
  • Agentic solution deployment
  • Brand identity creation
  • Marketing system build-out
Phase 3

Scale & Transition

Transitioned from product-focused to growth-focused, leading sales strategy and market expansion.
  • Sales leadership transition
  • Partnership development
  • Market niche identification
Result

RezumeAI embedded directly with the Forsure team to build the foundation of the platform: agentic AI for member interactions, document intelligence, and benefits-consulting automation, alongside the brand identity, messaging framework, and go-to-market strategy aimed at enterprise employers.

As the platform matured, the engagement moved from building to growth — sales strategy, partnerships, and market expansion — and surfaced the insight that now defines RezumeAI: the organizations buying AI need help getting their people to use it.

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For Businesses

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