WhatsApp + AI Case Intake POC
A small proof of concept for document intake, case creation, eligibility routing and a management dashboard—without automating final insurance decisions.
Request a fit checkBuilt as a bounded proposal framework for a real published buyer need. Final scope depends on approved systems, access and compliance.
WhatsApp intake
Receive approved messages/documents and normalize case data.
AI extraction
Extract surgery, policy and cost fields with confidence and validation rules.
Case routing
Create a case, assign an eligibility queue and record every transition.
Dashboard
Show case status, exceptions, SLA age and manual-review flags.
Commercial structure
Start with one measurable pilot. Expand only after acceptance criteria pass. No long contract is required for the first scope.
Fit check
Best for a buyer who wants to prove the workflow before committing to a full platform. Sensitive medical/insurance data requires approved handling and human review.
Why this is easier to evaluate than a generic AI automation engagement
We keep the first engagement bounded: a defined workflow, explicit deliverables, acceptance checks, human-review boundaries, and documented handoff. Expansion is considered only after the pilot produces evidence worth scaling.
- Clear before you buy: scope, exclusions, acceptance criteria, and commercial range are visible up front.
- Lower implementation risk: start with the smallest credible pilot rather than a broad transformation project.
- Operational handoff: documentation and review points are part of the deliverable, not an afterthought.
- No hype-based promise: we do not promise ROI and do not automate high-risk decisions; results are measured against agreed acceptance criteria.
Price logic: the final pilot price depends on integration count, data handling, workflow complexity, review requirements, and support. If a smaller scope can answer the business question, we prefer the smaller scope.