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Four steps, tailored to the claims you want reviewed.
Choose Waiver of Premium, LTD or Life
in the form, and this panel will show how that study runs and what we’ll need from you.
For LTD & Waiver of Premium claims
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01
Define The Review Scope
Complete the brief intake form. We’ll follow up to put
an NDA in place and agree on the claims to be reviewed.
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02
Provide Existing Claim Files
On-file claim documents come to us through our secure,
HITRUST® certified portal. Nothing new has to be gathered, and nothing has to change in
your claims system.
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03
We Structure And Analyze The Evidence
We organize the claim record into decision-relevant
evidence: dates, policy provisions, medical information and the other facts a decision
rests on. Where occupation is relevant, functional capacity is matched against
occupational data. Every finding is traceable to its source document.
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04
Review The Findings Together
We walk through the claims reviewed, what the evidence
shows, where gaps may exist, and what similar patterns could indicate across the broader
portfolio. Every claim decision remains with your team.
What We’ll Need From You
- An executed NDA
- On-file claim documents for the claims in scope
- A few hours of senior team time
Please keep claimant information out of this form: no names, no
medical detail, nothing from a live file. Claim documents come later, through the secure
portal, once the NDA is in place.
For Life claims
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01
Define The Review Scope
We agree on the Life claims population, the objectives and
the information needed for the analysis, then put the NDA in place before any information
is exchanged.
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02
Understand The Current State
We review claim volumes, staffing, workflow, operating
costs, pain points and current performance.
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03
Design And Quantify The Future State
We identify where FastTrack can improve the Life claims
journey, and quantify the operational and financial opportunity.
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04
Deliver The Executive Summary
We present the current state, the future-state
opportunity, the financial impact and the recommended next steps.
What We’ll Need From You
- An executed NDA
- Current-state claims workflow, volumes and staffing information
- A few hours of senior team time
Please keep claimant information out of this form: no names, no
medical detail, nothing from a live file. Workflow, volume and staffing information comes
later, once the NDA is in place.
