Plan Agent

Source-linked plan answers for payer operations

Turn plan documents, eligibility rules, and case context into cited answers, reviewer notes, and workflow-ready decisions.

Plan Agent visual

Plan Agent use cases

Plan lookup

Find the right benefit, exclusion, eligibility rule, or operating procedure quickly.

Case review

Compare case facts against plan language and produce a cited recommendation.

Enrollment and eligibility

Validate details against plan rules and flag exceptions for human review.

Reusable decisions

Capture accepted reasoning and reviewer corrections so similar cases improve over time.