Your standard, run on every file
What is a playbook?
A playbook is your best practice for a task, written down.
It might be a:
Coverage analysis
SIU referral standard
Deposition outline for a soft tissue case
Carrier client’s reporting format
Upload the ones you already have for context and InFactIQ applies them across the full claim: the transcripts, the medical records, the bills, and the claim documents.
What comes back is the work product itself, in your format, drawn from the whole file and cited to the source.
Decisions that hold up under review
Every file runs through the same documented standard, so outcomes stay consistent across adjusters, offices and in front of whoever audits them.
Senior judgment from day one
Your most senior person's method stops being a bottleneck. A new adjuster or a first-year associate works to the same standard on day one.
Playbooks that build on each other
Each one you write is an asset you keep. They accumulate, improve and carry from claim to claim instead of living in someone's drafts folder.
Bring your own or start with ours
Most teams upload playbooks they already have. If you are starting from scratch, we provide templates for the common tasks: medical chronology review, EUO preparation, deposition outlines, coverage analysis, and SIU referral. Edit them into your own.
