Autonomous execution for the operational long tail.
Layerup agents handle the operations that sit outside core claims and underwriting — enrollment and eligibility, carrier changes, member and policyholder data updates, beneficiary and plan changes, coordination of benefits, terminations, and reconciliation — and write everything back inside your existing systems.
Intake to write-back — executed, not just routed.
Layerup spans intake to system write-back. Operations teams approve, supervise exceptions, and own outcomes.
- 01Inbound intake
- 02Identity & record match
- 03Request classification
- 04Data & document extraction
- 05Action prep & validation
- 06Confirmation & write-back
Eight workflows. One operating model.
Each workflow is a deployable agent surface — start with enrollment, carrier change, or data updates, and expand across the full operations long tail.
New enrollments processed end to end.
Agents intake enrollment requests from every channel, verify eligibility against plan and group rules, resolve missing information, and stage the enrollment for write-back into the admin system.
- 01Enrollment form and file intake
- 02Eligibility and group rule verification
- 03Missing-information follow-up
- 04Duplicate and conflict detection
- 05Enrollment write-back and confirmation
Carrier changes, switches, and replacements — clean and auditable.
Agents process carrier changes and replacement requests, reconcile prior and incoming coverage, prepare the required notices and forms, and stage the cutover so nothing falls through the gap.
- 01Carrier change request intake
- 02Prior vs. incoming coverage reconciliation
- 03Replacement form and notice preparation
- 04Effective-date and gap checks
- 05Cutover staging and write-back
Demographic and record updates handled at scale.
Address changes, name changes, contact updates, employment and group reassignments — agents intake the request, validate against source records, and apply the change across systems.
- 01Change request intake and classification
- 02Source-of-truth validation
- 03Cross-system record updates
- 04Audit trail per change
- 05Confirmation and notification drafting
Beneficiary and dependent changes, prepared and verified.
Agents process beneficiary designations, dependent adds and removes, and qualifying-life-event changes — checking documentation requirements and staging the update for approval.
- 01Beneficiary and dependent request intake
- 02Qualifying-life-event validation
- 03Supporting document checks
- 04Allocation and percentage verification
- 05Update preparation and write-back
Plan switches and coverage adjustments.
Agents handle plan changes, tier and coverage adjustments, and option elections — calculating premium and benefit deltas and preparing the change packet for the admin system.
- 01Plan and tier change intake
- 02Premium and benefit delta calculation
- 03Election and option validation
- 04Effective-date handling
- 05Change packet preparation
COB intake, reconciliation, and updates.
Agents intake other-coverage information, determine order of benefits, reconcile overlaps, and update COB records so downstream claims and billing run on accurate coverage.
- 01Other-coverage intake
- 02Order-of-benefits determination
- 03Overlap and duplication checks
- 04COB record updates
- 05Downstream notification
Disenrollment, terminations, and reinstatements.
Agents process voluntary and involuntary terminations, prepare the required notices, calculate any return amounts, and run reinstatement workflows when eligibility conditions are met.
- 01Termination and disenrollment intake
- 02Notice preparation per jurisdiction
- 03Return-amount calculation support
- 04Reinstatement eligibility checks
- 05Document delivery and write-back
Every operation reconciled and documented in your systems.
Agents reconcile enrollment and premium discrepancies, write resulting documents and status updates back into your admin and document systems, and keep a per-action audit trail.
- 01Enrollment and premium reconciliation
- 02Document write-back
- 03Activity and note logging
- 04Audit trail per action
- 05Bi-directional sync with admin / DMS
Move operations work from doing to approving.
Start with one workflow — enrollment intake, carrier change processing, or data updates. Prove the cycle time and cost-per-request improvement and expand.