On the file
What's the lockbox code on 412 Maple?
Marge
1478, from the assignment email on the 12th. It's on the file under access. The AM is still Dana.
The employee on the file
Meet Marge.
I wanted the coordinator I could never keep. One who reads every email, invoice and photo, keeps up with every file from assignment to disposition, and can tell me where any of them stands when I ask.
That’s Marge. She reads and drafts. You decide.
Listen, 90 seconds
Meet Marge
Press play. The page follows along as she walks you through what she does and where she stops.
A few moments with Marge
Ask her the way you’d ask a person.
Sample exchanges.
What she does
She handles the reading. You handle the deciding.
Your files
Drafts the file from the assignment, keeps every date on that client's rules, and puts every bill, notice and offer on the right file.
Your packages and mail
Builds the reimbursement package the client's way and drafts replies right on the thread. She reads what your office already sent before she asks you.
Your numbers
Answers with a count, not a guess, and learns your office's normal, not an industry's. "31 days in pending, your median is 22."
Where she stops
She drafts. You decide. Nothing moves without you.
She doesn't send anything.
Every email, package and form is a draft. You decide what leaves your desk.
She doesn't work inside a portal.
RES.NET, Equator and the rest are done by a person.
She doesn't touch money.
No payments, no banking.
She doesn't set your fees or pick your clients.
She shows you the picture. How you run your business stays with you.
She doesn't guess.
If the data isn't there, she says what's missing.
Put her on your files.
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