NSigma

BACKGROUND

Introduce your business and what you do there.

I'm the CEO of Medivana Insurance Group, a health insurance agency providing healthcare advice and enrollment for customers nationwide.

OPPORTUNITY / CHALLENGE

What challenges were you trying to address with NSigma?

We needed to build a predictive growth and retention platform using MOSAIC. The platform would identify policies most likely to cancel and trigger timely retention actions while matching each incoming lead with the agent most likely to produce a compliant, long-lasting enrollment and not simply the highest initial close rate. In summary, we needed a full predictive enrollment and retention system built on our data that was all over the place.

SOLUTION

What was the scope of their involvement?

NSigma handled the end-to-end design and development of Medivana's predictive growth and retention platform. Deliverables included a unified CRM, enrollment, and commission data pipelines; policy-cancellation and lead-to-enroller matching models; automated retention and lead-routing workflows; management dashboards; model monitoring; and secure deployment within Medivana's environment.NSigma built the data pipelines, predictive cancellation and lead-to-enroller matching models, decision engine, dashboards, and automated workflows from scratch. These components were integrated with Medivana's existing CRM, dialer, enrollment records, carrier reports, and commission data, allowing the platform to operate without replacing its core systems.

What is the team composition?

We worked with 2–5 teammates from NSigma.

How did you come to work with NSigma?

We found NSigma through a referral. We chose them over other options because they had high ratings, good value for cost, and knowledge.

How much have you invested with them?

We spent $50,000 with NSigma.

What is the status of this engagement?

We worked with NSigma from September–December 2025.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

We measured success through higher 90/180-day policy persistence, fewer early cancellations and commission chargebacks, faster lead assignment, and improved quality-adjusted conversion. Management also gained agent- and lead-source-level performance visibility.For example, we increased 90-day policy persistence from 62% to 80%. We also reduced commission chargebacks by 20% based on accounting data and improved conversion by 15% relative to qualified-lead-to-enrollment conversion, adjusted for lead source, carrier mix, seasonality, and agent tenure.

How did NSigma perform from a project management standpoint?

NSigma's project management was structured and responsive. They established clear milestones, provided regular progress updates, and addressed issues quickly. The close platform was delivered before the projected delivery date by almost three weeks.We communicated with NSigma through in-person meetings, virtual meetings, and email or messaging apps.

What did you find most impressive about them?

The quality of NSigma's people and work was visible in the platform's performance. They spent a lot of time understanding the issues and pain points we had, and everything was done with one goal in mind: solving those issues.

Are there any areas they could improve?

We were very happy with NSigma; nothing comes to mind.

BACKGROUND

Please describe your company and position.

I'm an executive at AFS

Describe what your company does in a single sentence.

Registered Investment Agent, Wealth&Asset Management

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire NSigma to accomplish?

• Big Data Project
• Review of current Data Infrastructure
• Python Automation
• Machine Learning and Predictive Modeling

SOLUTION

How did you find NSigma?

Client Recommendation

Why did you select NSigma over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned
• High technical accumen

How many teammates from NSigma were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

NSigma was hired first in a consulting fashion to review and suggest improvements and set up for future data ingestion, automation, and DWH/Datalake. After review, NSigma was hired to implement the proposal. Finally, NSigma helped create machine learning algorithm with a goal to help with asset allocation and risk prediction model.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

NSigma provided the timeline along with project scope. Each milestone was defined in terms of time and deliverables. The team worked closely with our data analyst

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The firm delivered initial 4 month project under 3 months

What was your primary form of communication with NSigma?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The technical acumen was something we never experienced before. most other providers required us to pay for difference tools to assist with the project while NSigma was able to do the entire project via open source and completely custom to our needs. 

These guys are true experts and extremely hard workers. The initial project was scheduled to take 4 months however it was completed in under 3 months. We worked with various service providers who would put the youngest team members on the project and charge time and material which always went over budget. 

NSigma went with fixed price and delivered well under proposed timeline which was a pleasant surprise. In addition, their company culture is awesome. The guys are quirky and extremely bright. Everything thrown at them was answered with “ok no problem. That’s all?”

Are there any areas for improvement or something NSigma could have done differently?

Maybe presentation. Again these guys are true programmers and being fairly new entity (despite the team being together under different umbrella for many years) the smaller things that some of the more seasoned service providers tend to have such as slick presentations are still work in progress with Nsigma