CMS program audit readiness playbook

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AI Agent Studio for Medicare Advantage

AI Agent Studio for Medicare Advantage

Cut your intake processing costs up to 50%

AI agents that sit inside existing Medicare workflows, with governed oversight and full audit trails. No system replacement required.

  • Layers onto Facets, QNXT, AMISYS and other core systems
  • Full CMS audit trail on each AI decision
  • Human-in-the-loop controls at each critical step
  • 60- to 90-day pilot with a clear rollback path

30 minutes. We start with what you’re dealing with, not what we’re selling.

Schedule an architecture briefing

30 minutes. Focused on how this fits the systems you already run.

    No vendor pitch. Governance-first conversation.

    Briefing requested

    We’ll follow up within one business day with scheduling options tailored to your architecture and plan size.

    Trusted by MA health plans
    oscar ucla-health Sharp Viva Health + 14 more
    0M+ lives served
    HITRUST certified
    The pressure points
    Case volume is growing. The systems handling it aren’t.

    When intake depends on manual classification and data pulls, each new case adds latency across the entire resolution pipeline. Here’s where it shows up.

    If you lead IT

    CMS rule changes outpace the systems that enforce them

    Each regulatory update becomes a project. Audit cycles expose gaps that take months to close. The architecture wasn’t built for this pace of change.

    Point solutions are multiplying without shared visibility

    Shadow IT, contractor dependencies and tools that don’t share data. The result: security exposure and escalations that reach the CEO’s desk.

    If you lead operations

    Case aging starts before an investigator sees the file

    Misclassified cases, incomplete data pulls and manual routing add days to intake. By the time a case reaches investigation, timeliness is already at risk.

    Headcount can’t scale with volume, but SLA deadlines don’t adjust

    Appeals, grievances and provider disputes keep growing. Hiring takes months. Training takes longer. Member and provider experiences absorb the delay.

    See how this maps to the systems and constraints you’re working with.

    Request My Briefing →
    How it works
    Existing systems get reinforced, not replaced

    AI agents configured for Medicare Advantage workflows, layered onto the claims and UM systems already in place.

    1
    Ingest and classify

    Cases classified in minutes, not days

    The AI Intake Agent receives appeals, grievances and provider disputes from any channel. It applies CMS and plan-specific rules to classify each case by type, urgency and routing before a person touches it.

    Without AI Agent Studio
    Hours of manual triage per case. Staff read each document, look up rules, and classify by hand.
    With AI Agent Studio
    Automated classification in minutes. CMS rules applied consistently across every case.
    2
    Enrich and assemble

    Complete case packages, assembled automatically

    The AI Agent pulls member, provider, authorization and claims data from core systems and assembles everything an investigator needs to begin work. No copy-paste across systems.

    Without AI Agent Studio
    Investigators log into 3-4 systems to pull data. 15-20 minutes of copy-paste per case.
    With AI Agent Studio
    Structured case file auto-assembled with full documentation. Ready for investigation immediately.
    3
    Hand off with full audit trail

    Staff stay in control. AI handles the prep work.

    Each case is prepared and delivered to the team for investigation and resolution. Full audit trail logged on every AI action. Decision authority stays with staff.

    Without AI Agent Studio
    Staff spend most of their time on intake prep. Less capacity for investigation and resolution.
    With AI Agent Studio
    Staff focused on investigation, resolution and member outcomes. Intake prep is handled.
    0%+
    Intake cases processed by AI Target within 90-day pilot
    0%+
    Reduction in intake FTE costs Staff redeployed to investigation and resolution
    Before and after
    What changes when AI handles intake

    Measurable differences in a 60- to 90-day pilot against real case volume.

    Today
    Case creation speedHours to days
    Case data completenessInconsistent
    Intake FTE dependencyHigh
    Audit trail coveragePartial
    With AI Agent Studio
    Case creation speedMinutes
    Case data completenessStructured
    Intake FTE dependencyOver 50% lower
    Audit trail coverage100% logged

    Validate against real case volume in a 60- to 90-day pilot.

    Ready to scope your pilot?

    One workflow, one line of business, success metrics defined before go-live. Clear rollback if targets aren’t met.

    Request My Briefing →

    Tailored to plan size and systems.

    Regulated-environment ready
    What security and compliance teams will ask for

    Design decisions were made for CMS-regulated operations.

    Audit logs on each decision

    Actions logged with full traceability. What was classified, what rules applied, what data was pulled and when.

    Deterministic execution

    AI agents execute against defined rule sets, not probabilistic models. Same input, same result.

    Human-in-the-loop controls

    AI prepares. People decide. Investigation and final determinations stay with staff.

    Defined rollback

    60- to 90-day scope, one workflow, one LOB. Success metrics set before go-live. Clear exit at any point.

    Engagement model
    Structured pilot. Measurable outcomes. No architecture disruption.

    Designed for how procurement and IT teams actually evaluate technology.

    Risk reversal

    If the pilot doesn’t meet the success criteria defined upfront, you walk away. No lock-in, no stranded costs, no production dependencies.

    Next step
    Request an architecture briefing

    A 30-minute conversation about how governed AI agents fit specific Medicare infrastructure.

    • 30 minutes, not a product demo
    • Starts with the architecture in place, not ours
    • Governance and compliance controls covered
    • Tailored to plan size and systems
    • Follow-up within one business day

    Schedule a briefing

      No vendor pitch. Governance-first conversation.

      Briefing requested

      We’ll follow up within one business day with scheduling options tailored to your architecture and plan size.

      Cut intake processing costs up to 50%. 30 minutes to see how.

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