How it works

Live in Days, Not Months — Here's Exactly How

Handing off part of your operation should feel safe, not risky. This is the whole process, step by step: what we do, what you approve, and how fast you're covered.

  1. 1

    Free operations audit

    Tell us your operation size, volume, and where it hurts. Within 1 business day you get a written plan: what we'd handle, coverage hours, real pricing, and the in-house cost comparison. No obligation.

  2. 2

    Build the team & SOP

    We assemble your dedicated, HIPAA-trained agents and document your scripts, your rules, your brokers, and your escalation protocol into a working playbook that you review.

  3. 3

    Train & test on your setup

    Your agents train inside your own software and broker portals. You approve everything, greetings, scripts, workflows, before a single call is taken or a claim is worked in your name.

  4. 4

    Go live with QA & reporting

    We start scoped so you judge quality on real work, dispatch and calls get a free first week, then scale coverage as trust builds. QA reviews and a daily report keep you in control.

Built to feel safe

Every objection to outsourcing, answered by the process

  • You approve the playbook before anyone goes live
  • We work inside your software, so you keep full visibility
  • Month-to-month, with a free first week on dispatch & calls
  • One account manager, QA reviews, and a daily report
  • Start with one role, expand only when it's proven

Typical timeline

  • Audit deliveredWithin 1 business day
  • Kickoff & SOP buildDays 1-3
  • Training on your systemsDays 3-7
  • Go live (scoped)Days 5-10

Exact timeline depends on scope and coverage hours. Your audit sets real dates.

Common questions

Getting started, answered

A free operations audit comes back within 1 business day. After a kickoff call we train on your systems, and most clients have trained agents live on their calls, dispatch, or billing within 5-10 business days. Dispatch and call-coverage clients get a free first week to judge quality.

No. We work inside the systems you already run, whether that is a dispatch platform, an EHR, a practice management system, or broker portals. There is no migration and nothing new to buy. We learn your setup during onboarding.

Engagements run month-to-month with no long-term lock-in. Dispatch and call services start with a free first week so you can judge quality on real work before committing, and you can scale down or stop at any month boundary.

You get a single account manager as your point of contact, plus QA reviews and a daily report. Your dedicated agents follow your scripts, your rules, and your escalation protocol, so exceptions reach you with context instead of chaos.

Yes, and most clients do. Start with the one role that hurts most, phones or dispatch or billing, prove it out in the first week, then expand as trust builds. There is no requirement to hand over everything at once.

Ready when you are

See your version of this in 1 business day

Start with a free audit or book a 30-minute call. Either way, you'll know exactly what we'd handle and what it costs.