Care Insight

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Eliminate A&G Backlogs.
Hit Every SLA. Cut Staffing Costs 40โ€“60%.

AI-driven intake-to-determination workflow that meets every CMS and state SLA while dramatically reducing operational cost.

What Are A&G AI Agents?

A&G AI Agents handle the complete intake-to-determination lifecycle for appeals and grievances. From any channel call, fax, mail, portal, or handwritten letter the agents auto-classify, verify AOR, stamp receipt dates, triage expedited cases, and create fully documented cases in under 2 minutes.
They automate all mandated communications, assemble comprehensive clinical summaries from prior auth, claims, care management, and medical records systems, and generate evidence-based decision recommendations with confidence scoring all while maintaining a 100% timestamped audit trail for CMS and EQRO reviews.

Our Appeals & Grievances AI Agents

1

Intake Agent

UM / A&G / Claims
Purpose

Receives appeals and grievances from any channel โ€” call, fax, mail, portal, handwritten letter. Automatically identifies type (Appeal vs. Grievance vs. Inquiry), verifies Authorization of Representation (AOR), stamps the receipt date including weekends, checks for expedited status immediately, and creates a fully documented case in under 2 minutes. Sends acknowledgement letter and requests missing documents via omni-channel outreach.

Key Benefit

Replaces a 40-minute manual process with 95% automation. Every case is compliance-ready for both MA and Medicaid audits โ€” timestamped, classified, and AOR-verified without a single manual step.

โšก 95% Intake Automation โ€” 40 min โ†’ 2 min
2

Omni-Channel Notification Agent

A&G / Administrative
Purpose

Automates all mandated member and provider communications throughout the A&G lifecycle โ€” acknowledgement of receipt within 5 days, missing document requests, and final decision notifications. Delivers via mail (multi-language), SMS, email, and conversational AI calls. Ensures every mandated touchpoint is compliant, timestamped, and audit-ready for CMS and EQRO review.

Key Benefit

Eliminates manual calling and letter generation for every notification touchpoint. Saves 75% of staff time on administrative notifications while guaranteeing zero missed acknowledgement deadlines โ€” with full state override support (e.g., CA 30-day grievance cap vs. federal 90).

โšก 75% Staff Time Savings on Notifications
3

Clinical Summary Agent

A&G โ€” Clinical Data Aggregation
Purpose

Aggregates data from prior authorization, claims, care management, and medical records systems to generate a complete clinical summary for every A&G case. Eliminates the need to manually navigate multiple systems and ensures all relevant clinical evidence is compiled in one place.

Key Benefit

Reduces data gathering time from hours to minutes while ensuring completeness and audit readiness of every case before review.

โšก Faster Case Preparation
4

A&G Decision Agent

A&G โ€” Clinical Decision Support
Purpose

Generates evidence-based decision recommendations with confidence scoring for clinical reviewers, aligned with regulatory timelines for standard and expedited appeals and grievances.

Key Benefit

Improves decision consistency and reduces review time by up to 70%, while maintaining human-in-the-loop clinical oversight for final approvals.

โšก 70% Review Time Savings

End-to-End AI Workflow

1

๐Ÿ“ฅ INTAKE โ€” Any Channel, Fully Automated

Any mode of intake โ€” call, fax, mail, portal, or handwritten letter โ€” triggers automatic case creation in under 2 minutes.

  • โ†’ Auto-classify: Appeal vs. Grievance vs. Inquiry
  • โ†’ Verify AOR โ€” pause clock only for AOR collection if needed
  • โ†’ Stamp original receipt date including weekends
  • โ†’ Triage for Expedited status immediately
  • โ†’ Zero manual data entry โ€” full audit trail from first touch
2

๐Ÿ”” NOTIFY โ€” Mandated Communications on Autopilot

Every required communication is auto-generated and delivered via the member's preferred channel โ€” fully compliant, fully timestamped.

  • โ†’ Acknowledgement letter auto-sent within 5-day mandate
  • โ†’ Missing document requests via omni-channel (call, SMS, mail, email)
  • โ†’ Multi-language delivery โ€” English, Spanish, and more
  • โ†’ State override logic applied automatically (e.g., CA 30-day cap)
3

๐Ÿ” REVIEW โ€” AI-Assembled Clinical Summary

The AI agent pulls data from all relevant systems โ€” prior auth, claims, care management, medical records โ€” and assembles a complete clinical evidence package in minutes.

  • โ†’ Comprehensive clinical summary generated in minutes, not hours
  • โ†’ Evidence-based decision recommendation with confidence scoring
  • โ†’ All denial recommendations routed to MD for final sign-off
  • โ†’ Supports standard (30-day), expedited (72-hr), and grievance SLAs
4

โœ… RESOLVE โ€” Human-in-the-Loop Decision & Closure

Clinical reviewer validates with the full AI-assembled evidence package. Decision letter is auto-generated and delivered. Every case closed on time, every time.

  • โ†’ Decision letter auto-generated post-reviewer sign-off
  • โ†’ Full documentation chain complete for CMS & EQRO audits
  • โ†’ 40โ€“60% total staffing reduction with improved SLA compliance
  • โ†’ CAHPS & Star rating protection โ€” zero SLA degradation

Why Health Plans Are Moving Now

โš–๏ธ
Regulatory Risk
  • 7-day standard / 72-hr expedited decision mandates (ยง422.568 / ยง438.210)
  • CMS-0057-F: Prior Auth API and reduced timelines now required
  • Auto-approval triggered if plan misses decision deadline
  • State regulators auditing UM SLA compliance with increasing frequency
๐Ÿ’ธ
Financial Impact
  • 40-min manual intake ร— thousands of requests = massive bottleneck
  • Clinical reviewers spend hours gathering evidence before determination
  • SLA failures erode provider relationships and Star ratings
  • Missed GoldCarding opportunities = unnecessary clinical review cost
๐Ÿš€
CareInsight Advantage
  • Intake-to-case in 2 min any channel โ€” 95% automated
  • AI evidence assembly replaces hours of manual data gathering
  • Custom GoldCarding + auto-approval rules reduce unnecessary reviews
  • 40โ€“60% total staffing reduction with improved turnaround times

Where Appeals & Grievances Agents Shine

Resolving Member and Provider Requests Efficiently

Appeals Intake & Triage

Clinical Evidence Summarization

Decision Recommendation & Confidence Scoring

Mandated Notification Automation

CMS & EQRO Audit Readiness

Multi-Language Omni-Channel Delivery

Case Routing & Escalation

AOR Verification & Expedited Triage

Star Rating & CAHPS Protection

Medical Necessity Review Support

Ready to Transform Your A&G Operations?

Request a personalized analysis see exactly what CareInsight saves your plan.

Ready to Transform Your A&G Operations?

Request a personalized analysis see exactly what CareInsight saves your plan.