Introduction · The AI Advantage

Introduction

Hey everyone Jim Beckstrom here out of commerce township Michigan.

I am a Social Security and Long Term care specialist with a sub field of Health insurance medicare specialist. I help people manage the complex world of enrolling in Medicare and ACA Plans. Comparing and explaining what Part A and Part B do, I'm also a licensed mortgage originator so I have my foot in two paperwork heavy industries.

AI has quietly become my whole back office this year. A few things I have build with it.

A 30 minute "medicare 101" video deck plus a word for word script I read on camera that I send to clines before they pick a plan.

An excel Model that compares Medicare Advantage plans side by side on a real annual out of pociet cost including a medigap route

Intake forms and a questionnaire on my site that help someone figure out which coverage path fits them before we ever talk

client education content and Q&A answers I'd never have found time to write Manually.

What I'm here for: better prompting habits, automating the repetitive client follow-up, and making video/content production faster without it sounding like a robot wrote it.

Happy to trade notes with anyone using AI in a licensed or compliance-heavy field — that's the fun constraint. What's the one workflow AI has saved you the most time on?

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Introduction