Seek Now · Strategic Accounts · Internal Playbook

FastEstimate Pilot Operating System

Lightweight by design. Small-scale pilots, minimal carrier data lift, Seek Now owns the analytical heavy-lifting using our own operational data. Every pilot starts with a signed Charter and ends with a documented readout.

Why this exists. Pilots without documented success criteria become arguments about whether they worked. Pilots with a signed Charter become a clean expand/hold/terminate decision backed by data both sides agreed to up front.

Why it's lightweight. These pilots are small — limited claim volume, subset of adjusters, fast turnaround. We don't ask carriers for IT integration or heavy data feeds. We use the rich operational data we already capture (FastEstimate logs, Seeker field telemetry, adjuster usage signals) and ask the carrier for three outcome data points per closed claim. Done.

The data philosophy

Seek Now's operational data is the spine. Carrier data is the seasoning.

For small pilots, Seek Now's instrumentation is more reliable than carrier IT integration. We already capture 54M+ structured data points per year, FastEstimate is fully instrumented, and Seeker field timing is ours to measure. The carrier's job is to confirm three outcomes — that's it.

SN Seek Now auto-captures (no carrier lift)

  • FastEstimate generation time per claim — proves sub-60-sec speed
  • Inspection → FE draft delivery time — our cycle contribution
  • Field cycle time + structured data points captured per inspection
  • % of FE drafts exported to Xactimate — usefulness signal
  • Adjuster modification rate — % of draft adjuster kept as-is
  • Adjuster review time in FE UI — proves the speed claim
  • Per-adjuster adoption — who's using, who needs training
  • Volume + frequency patterns

Carrier Carrier shares 3 things (monthly CSV)

  • Supplemental count per pilot claim — 0, 1, 2, etc.
  • Final payment date per pilot claim
  • Was claim reopened post-close? (Y/N)

Optional if relationship supports it:

  • Anonymized $ paid per claim (NDA addendum typically)
  • 15-min mid-pilot interview with claims VP / ops director

Derived   Derived metrics (we do the math): Supplemental rate vs baseline · FNOL → payment cycle time · Estimated $ saved (via ROI calculator framework).

What "success" looks like — 6 metrics

MetricSourceWhat it tells us
FastEstimate adoption (% of pilot inspections using FE)SNDid the team actually use the tool? Foundation of every other metric.
Adjuster engagement (% of eligible adjusters using FE weekly)SNBreadth of adoption. Surfaces who needs targeted training.
Inspection → FE draft delivery time (minutes)SNSpeed of our cycle contribution. Validates the sub-60-second story.
Adjuster review time in FE UI (per draft)SNValidates the time-savings claim — proves it's faster than cold-starting Xactimate.
Supplemental rate (% of claims with ≥1 supp)CarrierAccuracy proxy. Drop = first estimate was right. The strongest downstream signal.
FNOL → payment cycle time (days, end-to-end)DerivedCombined operational metric. Maps to state DOI prompt-pay risk.

Pilot lifecycle

Phase 1 · Pre-Pilot

Charter signed

Carrier + Seek Now sign 1-page Charter with success metrics, data exchange (3 fields), decision criteria. Baseline Snapshot completed jointly.
Phase 2 · Execution

Monthly check-ins

Adjusters trained, Seek Now instruments live, monthly 30-min sync with carrier. Carrier sends monthly CSV (3 fields per claim).
Phase 3 · Decision

Final readout + call

One-pager readout at Day 90 (or pilot end). Joint expand/hold/terminate decision against Charter criteria.

P0 Artifacts — ready to use today

Artifact 01

Pilot Charter Template

1-page signable document. Eight short sections: basics, what we're proving, 6 success metrics (with source tags), data exchange (3 carrier fields + 7 Seek Now auto-captures), roles, cadence, decision criteria, sign-off.
View HTML Download PDF
When to use: Every new pilot, before kickoff. Walk live with carrier champion; sign within 48 hours.
Artifact 02

Baseline Snapshot

Slim Excel template — 6 questions for the carrier (best-guess numbers fine), 7 auto-captured rows showing what Seek Now measures. Replaces the heavy "baseline data collection" pattern. Becomes Appendix A to the Charter.
Download Excel Download PDF
When to use: Discovery / pre-kickoff. Fill in 10 minutes with the carrier champion. No IT involvement required.
Artifact 03

30/60/90 Readout Template

Branded one-page readout. Hero metrics labeled by data source, success criteria scorecard, Seek Now operational signals tile grid, per-adjuster adoption bars, qualitative quotes, blockers, decision recommendation. Pre-filled with sample placeholder data.
View HTML Download PDF
When to use: Day 30, Day 60, Day 90 of every pilot. Same template, different snapshot. Sent to carrier champion + exec sponsor.
Artifact 04

Mid-Pilot Reset Email

Draft email proposing a 30-min alignment call to retroactively put Charter + baseline in place. Includes subject line options, body copy, anticipated objections + responses, pre-call prep checklist.
View Draft
When to use: Any pilot that started without a signed Charter. Apply the pattern to retroactively align on success measures.

Post-sale engagement — once they're a paying customer

Automated benefits cadence — separate from pilot, runs forever

Triggered by usage milestones (n8n workflow). Personalized with the customer's own data pulled from Seek Now operational systems. Sent from the AD's email, not no-reply.

Day 30

"Your first month with FastEstimate"

Adoption snapshot, cycle time vs. industry benchmark, top adjuster usage, qualitative win. CTA: 15-min check-in.

Day 60

"Your benefits so far"

Cumulative $ saved (ROI framework), supplemental reduction observed, FTE capacity unlocked. CTA: review with claims VP.

Day 90

"Quarterly business review"

Full QBR readout. ROI realized, expansion opportunities, product roadmap preview. CTA: scope expansion or QBR cadence.

P1 deliverable (next 2 weeks): build the n8n automation + templates pulling from operational data automatically.

What's next — P1

ArtifactWhat it adds
Pilot Tracking System (Supabase + AD-facing form)Single place to enter monthly carrier CSV. Auto-feeds the readout templates so they regenerate themselves with live numbers.
Auto-generated readout HTMLCarrier-specific URL like files.alexgolding.org/pilots/<carrier>/30day/ — pulls live from Supabase.
Post-Sale 30/60/90 Email Sequencen8n workflow + three templated emails. Triggered by usage milestones, sent from AD's account.