L

01

Lead Conversion

(brings leads in)

✓Create lead

✓Convert to claim

25% of flow

C

02

Case Manager

(owns the packet)

✓Add disabilities

Collect signatures

55% of flow

U

03

Underwriter

(reviews documents)

✓Review uploads

Accept / reject

80% of flow

C

04

Case Review

(final gate)

Verify all docs

Submit claim

100% of flow