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Workflow Optimization: Request Beta Access
Workflow Optimization maps your claims process end-to-end. Cut handle time. Boost CSAT scores. Reduce claims leakage.
Designed for your Salesforce Service Cloud-based operation. Trusted by leading insurance carriers and TPAs worldwide.
Thanks for your interest in the Workflow Optimization Beta
If your company looks like a potential fit, our team will follow up with a short use-case questionnaire to confirm your eligibility.
What Workflow Optimization Delivers
Get the precision data layer your claims process is missing.
Beyond the service desk
See which workflows drive claims resolution, spot bottlenecks, and see how your team is using AI (or not) to drive bottom-line results.
Proprietary process capture
Track tightly controlled, regulator-reviewed claims processes. Define your own KPIs and measure process adherence.
Full-service deployment
Our business-process experts configure monitoring to your exact requirements. Cut time-to-value with no install overhead.
How It Works
Three steps to qualify for the beta cohort.
Step 1. Complete the Form
Fill in your contact details above. If you look like a good fit, we’ll email you a short questionnaire to get a bit more detail on your operation.
Step 2. You Complete the Questionnaire, We Confirm a Fit
After you return the questionnaire, we’ll let you know if you meet the criteria for our invite-only Workflow Optimization beta cohort.
Step 3. Full-Service Deployment: Your 60-Day Beta Period
For those accepted into the cohort, it takes just two weeks of data capture to map your claims queue and start delivering actionable insights. By the end of the 60-day beta period, we’ll deliver your comprehensive optimization roadmap, with direct support from our team at every step.
