PNPartner networkMock partner portal · illustrative

Heartland Mutual Insurance · value session

Facilitated by Ravi Menon · CDW

Constraints · 30 min

What would have to be true for compliance to sign off on automated extraction?

Agreed cost of avoidable delay

$31,000/day

$7,750,000 per year at 250 working days

Confirmed inputs

What we heard

Every note stays attributed to someone in the room.

5 captures

Michelle Dorsey

Intake sits six days, mostly manual PDF reading.

Michelle Dorsey

The 15% the model would get wrong are the same ones my team finds hard.

Robert Osei

Audit trail required on any automated decision; assisted extraction is acceptable.

Dana Reyes

We handled Q1 volume by paying overtime, not by hiring.

Alex Chen

Our forms have handwritten adjuster notes in the margin.