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