Claims intake, policy servicing, and the controls around both.
What a first engagement covers
Map one claims or servicing handoff.
Keep reviewers in the loop on any recommendation.
Separate a document summary from a claims decision.
Use the governance checklist before a model writes a customer letter.
How the first week is scoped
Name the handoff, the person who can deny or pay, and the document they already read. A summary on this site is not a coverage decision. The first week stops when that handoff is written down.
What to bring to Discovery
One claim type or servicing task.
The letter a customer already receives.
Who is allowed to change that letter.
Discovery is $99 and ends in a readout. Waiting, or doing the work without an agent, is an acceptable answer. This page does not add a price that is not already on plans.