Executive summary

A method for finding out what an answer service really avoided, and what it should answer next.

What is inside

What the benefits review covers

The asset walks a review lead through the claims log, recomputation, adjustments, the split, net value, the bridge, and the review meeting. It includes a benefits register, a variance analysis template, and a review agenda, with a worked synthetic case.

  • Collecting claims from the vendor and service team
  • Recomputing deflection against baseline rates
  • Removing sessions, repeat contacts, and survey bias
  • Separating cash from capacity

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