How Hazel Health Centralized Answers for Better Enablement

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. By working directly with districts and caregivers, Hazel supports schools in addressing 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.

Problem

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.

Solution

As Hazel Health began exploring Iris, the team identified an additional opportunity beyond improving the RFP response process. They realized that Iris could also strengthen sales enablement in a meaningful way. Even with a solid foundation in place, AEs often asked repeat questions or struggled to locate information quickly. Hazel Health saw that Iris could help the sales team move faster and stay aligned while reducing the burden on subject matter experts.

The team compiled a list of more than 150 common sales questions covering product details, integrations, security posture, competitive differentiators, and customer use cases, then uploaded them directly into Iris. With this knowledge organized and centralized, Hazel Health gained an internal AI assistant that could answer questions instantly and accurately based entirely on their own institutional content.

The experience felt like having an in-house version of ChatGPT that was 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. Uploading and maintaining content was simple, and usage across the sales team grew rapidly as reps realized how quickly they could access the information they needed.

Benefits

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 in their day-to-day work.

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 the information they need without pulling SMEs into every question. This lightens the load on technical experts and gives them more time to focus on 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 that comes from scattered documents and outdated files.