AI Team Assistant for Health Payers. Representatives ask procedures instead of the supervisor.
AI Team Assistant answers your staff from internal documents members never see: verification procedures, escalation paths, which team owns a roster update, how a TPA employer's plan differs, what to say about a pending appeal. Each answer shows its source, so a new representative learns where the procedure lives instead of asking the supervisor again.
TRY AI TEAM ASSISTANT FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“Load our verification procedures and escalation paths for staff only.”
Lisa“Done: verification procedures and escalation paths are loaded as internal-only knowledge for your staff; members never see them.”
Any setting, in any module · applied only on your yes
How Health Payers use it
A new representative asks what an unverified caller may hear about a dependent's claim and gets the procedure with its source.
A claims specialist asks which team handles a credentialing question and is pointed to the provider-relations escalation page.
During open enrollment, an enrollment clerk asks the rules for a mid-year qualifying event and reads the internal policy.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- An internal assistant for your staff, procedures, prices, policies
- Internal-only knowledge, kept out of everything customers see
- Answers with the source, so people learn where things are
Available on its own or inside a solution · See pricing › · Per company, never per seat.
Everything AI Team Assistant does, for every business ›
Works withAI File CabinetLisa, your AI assistant
Questions & answers
AI Team Assistant for Health Payers: questions & answers
Can our member-services staff ask an AI about internal procedures?
Yes. AI Team Assistant answers from internal-only knowledge, such as verification steps, escalation paths and team ownership. Members never see that content, and every answer shows where it came from.
Does the team assistant replace member-services supervisors?
No. It takes the repeated how-do-I questions so supervisors can handle the hard calls and the appeals. Anything the documents do not cover is left to a person.
Can it hold plan-specific documents for each employer a TPA serves?
Yes. You load each employer's plan documents and procedures, and staff asking about that employer get answers from its own material with the source shown.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Health Payers ›
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Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
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