Hazel Health's approach to centralized enablement.

Jon Dantzler · RFP Manager, Hazel Health, on turning a scattered knowledge base into an internal AI assistant for the whole sales team.

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At a glance

Hazel Health partners with school districts to expand access to physical and mental healthcare for K–12 students.

Offering virtual clinical services that connect families with licensed providers when and where care is needed, Hazel works directly with districts and caregivers to address attendance challenges, behavioral health concerns, and unmet medical needs that can affect learning. Through a combination of clinical expertise, coordinated care, and technology, Hazel helps students receive timely support while giving educators and families a trusted resource for improving student well-being and readiness to learn.

The problem

No tooling, and knowledge scattered across departments.

Before Iris, the organization had no dedicated RFP tooling and no consistent approach for handling questionnaires. Knowledge was scattered across departments, and every new request required Hazel Health to rebuild answers by sifting through past submissions, digging through folders, and piecing together information manually.

Without a central source of truth or a repeatable process, the team struggled with slow turnaround times, inconsistent messaging, and constant duplication of effort.

The solution

An in-house AI assistant, trained on their own content.

As Hazel Health explored Iris, the team saw an opportunity beyond the RFP process: Iris could strengthen sales enablement. Even with a solid foundation, AEs often asked repeat questions or struggled to locate information quickly. The team compiled a list of more than 150 common sales questions, product details, integrations, security posture, competitive differentiators, customer use cases, and uploaded them directly into Iris.

The experience felt like having an in-house version of ChatGPT, customized for the organization and trained on the information their teams relied on. Responses were fast, consistent, and easy to trust. AEs began using Iris to self-serve information in seconds, accuracy across messaging improved, and the tool quickly became a daily resource in sales conversations.

The benefits

What changed for the team.

Enabling independent sales operations

Iris equips Hazel Health's sales team with fast, reliable access to the information they need, allowing reps to operate independently and keep conversations moving without bottlenecks. The platform was quickly embraced by salespeople, who found it intuitive, responsive, and helpful day to day.

Reduce SMEs' workload

By organizing trusted, pre-approved content in Iris, Hazel Health created a self-serve environment for the sales team. AEs can find what they need without pulling SMEs into every question, lightening the load on technical experts and giving them more time for higher-value work.

Single source of truth

Iris consolidates Hazel Health's institutional knowledge into one organized, governed system, ensuring teams reference the same accurate information every time. This creates consistent messaging across all responses and eliminates the confusion of scattered documents and outdated files.

An authoritative source of truth for CSQs

See it run
on your questionnaires.