MHCInsurance & Healthcare Automation updated hourly

What this page shows: how the MHC outreach engine works end-to-end — from data research to the email & LinkedIn sequences sent to each contact. CCM = Customer Communications Management (the software category MHC sells into).

Campaign at a glance

Contact segments
1,330 contacts
Live campaigns956
NorthStar (LI-only)215
Rodney Frye159
Data coverage
Email sequences written1,061 / 1,330
LinkedIn actionable1,118 / 1,330
Account intelligence96 / 96
Vendor identified63 / 96
CCM people profiledvendor-fingerprinted
Web research finding130 / 96 accts
Channel status
Email — SmartLead
Paused · 3-touch sequence
956
in
LinkedIn — Unipile
Active · 3-message sequence
1,118
in
Rodney Frye — Active
Active · financial services
159
1

Data Research & Consolidation

Raw data from 6 independent sources was collected, cross-referenced, and enriched through a 7-stage AI pipeline — converging into a single per-contact intelligence record covering each person's company, role, tech context, and personalised sales angle.

Data Sources
HG Insights
Confirmed technology installs — strongest external signal for live CCM vendors
28 / 96 accounts
CCM Experience Database
LinkedIn profiles of CCM practitioners — vendor fingerprinting from job history
LinkedIn profiles
LinkedIn Company Scrape
Company descriptions, headcount, and positioning per account
767 / 96 accounts
Email Enrichment + Verification
Work email discovery via IcyPeas, LeadMagic & Enrichley — verified valid / risky / catch-all
All contacts
Web Research
Curated per-account findings — M&A, RFPs, press releases, leadership changes
130 / 96 accounts
Client CRM Export
Base contact list — name, title, company, LinkedIn URL
1,493 contacts
Core entities
96
Accounts
↕ linked by domain
1,493
Contacts
AI enrichment pipeline
Account Research Sales Angles Contact Classification Data Enrichment Personalisation Email Copy
Per-contact record contains
Company Intelligence
Confirmed vendor Confidence level Tech stack Competitor case study
Sales Angles
Primary angle Secondary angle Best proof point Doc types Volume estimate Awareness stage
Live Signals
Leadership changes M&A events Strategic initiatives Web finding + URL
Contact Profile
Verified email LinkedIn URL Buying role Seniority CCM history
Personalised Sequence
Personalisation angle Hooks E1 / E2 / E3 copy LI invitation LI DM + follow-up
Source confidence:
HIGH3+ independent sources confirm the vendor
MEDIUM2 sources confirm
LOWSingle source — angle built around the problem, not the vendor name

2

Tech Stack Preparation

Infrastructure wired for email and LinkedIn outreach — sending accounts, domain warmup, campaign tooling, and CRM sync.

Email — SmartLead

Multi-sender campaign management. Contacts enrolled across sequences segmented by buying role, tier, and persona. Email sequences paused since 2 Jul 2026; LinkedIn active.

963 enrolled contacts E1 / E2 / E3

LinkedIn — Unipile

3 LinkedIn accounts connected. Each persona covers a specific vertical. Invitation note + post-connect DM + follow-up relance. Pacing capped per account per day.

Chris Raffield — Insurance / FinServ
Jamie Harris — Healthcare
Rodney Frye — connected · active

Domain & Email Warmup

Sending domains warmed prior to campaign launch. Deliverability monitored throughout to maintain inbox placement for cold outreach at scale.

Warmup complete

HubSpot — CRM Sync

Campaign activity, replies, and outcomes synced back to HubSpot for account-level tracking and handoff to the sales team when a contact responds.

Connected

Automation Workflows

LinkedIn invitation trigger fires automatically when a contact enters the sequence. Post-connect DM fires on connection acceptance — decoupled from email so connected contacts receive a message immediately.

Invitations live Post-connect DM live


3

Multi-Sender Rules & Governance

Outreach across 3 LinkedIn accounts and multiple email senders requires strict rules to avoid over-touching the same company, burning deliverability, or sending conflicting messages.

Company weekly cap

No more than 5 contacts from the same company touched per week across all channels. For large accounts with 10+ enrolled contacts, the sequence is staggered by tier and buying role priority.

Same-domain email separation

Contacts at the same company receive email from the same sending domain throughout the campaign — avoiding the appearance of a coordinated blast from different senders.

LinkedIn persona assignment

Each contact is assigned to exactly one LinkedIn persona by vertical — Insurance → Chris Raffield, Healthcare → Jamie Harris, Financial Services → Rodney Frye. No company is worked by two accounts at the same time. Assignments are fixed for the campaign lifetime.

LinkedIn daily pacing

15 invitations/day/account maximum. Already-connected contacts are messaged first, then fresh invites go out by priority tier, paced within the daily cap per account.

Rodney Frye — FinServ (active)

183 contacts assigned to Rodney Frye. Active in the current sends via assisted mode, paced within the daily cap per account. LinkedIn account connected on 25 Jun.

W3 channel decoupling

LinkedIn DMs trigger on connection acceptance — not tied to email sequence completion. Unblocks already-connected contacts and pending invites that were waiting for a message.

LinkedIn personas

Chris Raffield
Insurance · Financial Services
Active ~630 contacts
Jamie Harris
Healthcare · Health Plans
Active ~330 contacts
Rodney Frye
FinServ · Insurance
Active 183 contacts

4

Content Creation — Email & LinkedIn

Every contact has a fully personalised, AI-written outreach sequence. No shared templates — each sequence is built from the contact's role, their company's confirmed technology landscape, and the most relevant proof point for their vertical.

What goes into every sequence

Built from: the contact's buying role (economic buyer / technical evaluator / champion), the account's confirmed or suspected CCM vendor, the strongest proof point for their vertical, and 2–3 personalisation hooks tied to their title and live signals.

Email — 3-touch structure

E1 — Problem-first. Pain angle for their specific role, no ask.
E2 — Reframe. A different angle on the same problem, one proof point.
E3 — Proof + soft CTA. Named case study, asset, low-friction ask.

1,492 / 1,493 written

LinkedIn — 3-message structure

Invitation — ≤250 chars. Relevance-led, zero pitch.
Post-connect — ≤500 chars. Light problem question, signed by persona.
Follow-up — ≤500 chars. One concrete proof point, soft CTA.

Generated — 1,256 contacts

Sample — Devoted Health · Healthcare · Jamie Harris

Invitation note
Matthew, your engineering team's work scaling Devoted Health is impressive. I cover document infrastructure for health plans and had a thought on something that often creates quiet drag at this stage of growth. Worth connecting.
228 chars · sender: Jamie Harris
Post-connect message
Thanks for connecting, Matthew. Quick question given where Devoted Health is right now: as you scale into new markets, are CMS disclosure updates or changes to EOBs and denial letters still landing on engineering to execute? Curious whether that's a real friction point for your team or well handled.

Jamie Harris
307 chars
Follow-up relance
One data point that might be relevant: Allied Benefits runs 1M+ annual communications across 250+ templates and eliminated $4 per document in vendor fees by moving template ownership directly to compliance and ops, no developer in the loop, controls kept. Given Devoted Health's growth trajectory, happy to share how that translated in practice if useful.

Jamie Harris
362 chars