01
Member outreach
Ask the administrative questions your team needs, keep callback requests, and record the next follow-up. Calling rules are agreed as part of your setup.
02
Intake and documents
If a document is missing, leave the intake open and arrange secure follow-up through your existing process.
03
People retain authority
Coverage, eligibility, and clinical decisions stay with authorized reviewers and their source systems. The agent does not fill gaps in missing policy data.