How It Works

Your insurance copilot in four steps

1

Drop Your Docs

Upload bills, EOBs, denials, or plan documents (PDF or images). We'll classify, extract key fields (provider, dates, amounts, codes), and organize each doc into a "case" you can track.

2

Plain Speak

Read plain-English explanations: what happened, what you might owe (and why), what looks missing or suspicious. Labeled as Known, Inferred, or Needs verification—never guessing.

3

Next Moves

Get 1-3 steps per case with copy-paste scripts and templates. Call scripts, portal messages, appeal templates—the shortest path to resolution. No wall of text, just what to do next.

4

Goals → Benefits Playbook

Tell us your health goals (therapy, labs, back pain, etc.). Get a personalized playbook: what's likely covered, what to verify, lowest-cost paths. Coverage guidance, not medical advice.

What Makes Us Different

We never guess your benefits—everything is labeled "Unknown" until verified

Confidence labels on every piece of information ("Pretty sure", "Confirmed", etc.)

Works from your documents—no integrations or portals needed

You execute—we provide scripts and templates, you send or call

Not medical or legal advice—just insurance admin help