
Co-op and MDF claim review.
Claims checked against vendor rules and routed for approval, with reimbursement tied to partner activity.
From the work todayto a person's sign-off.
The work today
Claim review is slow and hard to follow. Reporting is spread across spreadsheets, partner portals and email, so the return on a program is hard to show.
What the agent does
Checks each claim against the vendor's rules, routes it for approval, flags anomalies and ties the reimbursement to partner activity.
What a person approves
Vendor rules are enforced before approval. A person decides the edge cases.
What is recorded
An audit trail is kept for each claim.

Nothing goes outwithout a person.
The agent works on a copy of your data. What it wants to send or change waits for a person, who sees exactly what will happen and approves or rejects it.
The systemsit connects.
We connect to the systems you run. Nothing is ripped out, and each one stays the system of record.
Partner portal
CRM
Finance system
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Is this work on your team's plate?
Tell us how it is done today and which systems it touches. We will talk through what we would build and who would approve it.