Strategy.
Execution.
Impact.
Kaustubh Jain

Kaustubh Jain

Management Consultant
Kaustubh Jain

Turning complex insurance operations into streamlined, AI-powered workflows — from RFP strategy to real-time executive dashboards.

Generative AI Power BI Power Automate Python Prompt Engineering Stakeholder Mgmt Lean Six Sigma BPMN

Hello — I'm Kaustubh

I bridge the gap between GenAI capabilities and business impact. Whether it's building automation pipelines, designing executive dashboards, or crafting $2M+ RFP strategies — I ship solutions that move the needle.
$0M+
Revenue via RFPs
0+
Client Proposals
0M+
Customer Experiences
0%
Execution Time Reduced
Hire / Collaborate Read my CV →
Open to opportunities: If you need a consultant to rapidly prototype GenAI + automation for insurance operations, let's talk.
Data Analysis Business Process Automation Stakeholder Engagement Project Management Technical Documentation Business Intelligence Strategic Planning AI & Emerging Tech UAT Planning Prompt Engineering Power Platform Python & R Data Analysis Business Process Automation Stakeholder Engagement Project Management Technical Documentation Business Intelligence Strategic Planning AI & Emerging Tech UAT Planning Prompt Engineering Power Platform Python & R

Selected Projects

GenAI

Retirement Sales Demo

AI-driven win strategies using internal & market intelligence. Led prototyping, demo scripting, and stakeholder alignment for retirement product sales.

Prompt Engineering LLM Sales Strategy
Automation

L&A Claims Automation

End-to-end automated intake, processing, and human-in-the-loop review for audits and exception handling in life & annuity claims.

Power Automate Process Design BPMN
Copilot

Complaint Response Automation

Excel-mapped Copilot solution to automate complaint response letters for reinsurance clients, streamlining content generation.

Microsoft Copilot Excel GenAI
BI

C-Suite BI Solution

Interactive Power BI dashboards & KPI frameworks with auto-refresh, reducing data latency from weekly to under one hour.

Power BI Power Query KPI Design
Workflow

Contact Center KPI Automation

Power Automate workflows extracting contact center KPIs from Outlook and visualizing them in Power BI dashboards.

Power Automate Power BI Outlook
Strategy

RFP Strategic Enablement

20+ client proposals and RFP decks contributing $2.35M+ in revenue. Led proposal for a major insurer's front-end claim UI impacting 39M+ customers.

RFP Writing CBA GTM Strategy