Packet intake
Classify attachments, extract fields, and organize submission materials as they arrive.
Renewal Ops Agent
Renewal packets without the document chase
Read census files, loss runs, questionnaires, plan documents, and email attachments, then produce structured renewal packets ready for review.
Renewal work it streamlines
Missing-item detection
Flag missing documents, incomplete fields, mismatched groups, and exception notes early.
Reviewer summaries
Generate concise packet summaries with citations to source files.
Workflow updates
Push statuses, owners, and next steps into existing queues and systems.