AI File Cabinet keeps a health plan's documents in drawers per department: plan documents and benefit summaries per employer group, past provider manual versions, broker agreements, enrollment-meeting decks, recorded trainings. Staff ask in plain words, such as which version of the timely-filing rule applied last spring, and the answer opens at its page.
TRY AI FILE CABINET FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install


You talk. Lisa sets it up.
You“Make a drawer per employer group; account executives read and add their own groups.”
Lisa“Done: each employer group has its own drawer, and account executives can read and add files in their groups. Should claims get read access?”
Any setting, in any module · applied only on your yes
How Health Payers use it
A claims supervisor asks for the provider manual version in force last March and opens the timely-filing section at its page.
A TPA account manager finds one self-funded employer's plan amendment among hundreds of employer files with one question.
Group sales keeps each employer's signed renewal and enrollment deck in that group's file, open to its account executive only.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
Available on its own or inside a solution · See pricing › · Per company, never per seat.
Everything AI File Cabinet does, for every business ›
Works withAI E-mailAI PhoneAI QuotingAI Web FormsAI Team Assistant
Questions & answers
Yes. Every page of every plan document is read and every recorded training transcribed, so staff ask in plain words and land on the answer at its page or second, scanned plan amendments included.
Yes. Rights are set per person on every employer drawer, from read-only up to manage. An account executive can open only the groups they serve, while the operations lead reads every drawer.
No. It is the plan's document archive for staff, not the claims or enrollment system. Member claims and eligibility stay in your systems of record.
Keep exploring
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Health Payers ›
Answers & books
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REAL AI - the whole Front Office is AI, not old software with an AI button.
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