Comprehensive Summaries
A customized medical summary prepared by qualified professional underwriters for cases that need deeper review, judgment, and clear organization.
MEDICAL RECORD SUMMARIES
Clear, concise summaries built from any source.
From records to review-ready summaries. Records are collected, organized, reviewed, summarized, and delivered in formats that fit your workflow.
Processed Today142,058
Avg SLA Response< 3.2m
Core Engine Load14%
AGENT2_STUDIO_MODELERLIVE
Model: Gemini 1.5 Pro Hybrid-OCR99.7% of fields passed without flagging exception
0.4s LatencyWorkflow Automation
Document Abstraction
Audit-Ready Outputs
Secure Delivery
Data Retrieval
Reporting Dashboards
Workflow Automation
Document Abstraction
Audit-Ready Outputs
Secure Delivery
Data Retrieval
Reporting Dashboards
Workflow Automation
Document Abstraction
Audit-Ready Outputs
Secure Delivery
Data Retrieval
Reporting Dashboards
Workflow Automation
Document Abstraction
Audit-Ready Outputs
Secure Delivery
Data Retrieval
Reporting Dashboards
Workflow Automation
Document Abstraction
Audit-Ready Outputs
Secure Delivery
Data Retrieval
Reporting Dashboards
Workflow Automation
Document Abstraction
Audit-Ready Outputs
Secure Delivery
Data Retrieval
Reporting Dashboards
Workflow Automation
Document Abstraction
Audit-Ready Outputs
Secure Delivery
Data Retrieval
Reporting Dashboards
Workflow Automation
Document Abstraction
Audit-Ready Outputs
Secure Delivery
Data Retrieval
Reporting Dashboards
COMPREHENSIVE SUMMARIES
Comprehensive summaries without the noise.
A customized medical summary prepared by qualified professional underwriters for cases that need deeper review, judgment, and clear organization.
- Blazing-fast turnaround — Our process helps move complex case files into review-ready summaries quickly, with turnaround options that flex by volume, case mix, and workflow needs.
- Certified professional underwriters — Summaries are prepared or reviewed by experienced underwriting professionals who understand how medical details support real-world decision-making.
- Underwriter-led experience — Our team is led by underwriters with decades of experience in life and health insurance, shaping how we train, review, and quality-check summary work.
Unstructured Data
Intelligence Layer
Workflows
Clean Data
SUMMARY TYPES
Two summary formats—one streamlined process.
Choose the format that fits your workflow, case mix, and turnaround needs.
Automated AI-Assisted Medical Summary
A faster summary format that uses AI to extract and organize key information, with human-in-the-loop QA before delivery.
SUMMARY WORKFLOW
A smooth process from intake to delivery
Records are collected, organized, reviewed, summarized, and delivered in formats that fit your workflow.
Orchestrating... Live Flow
From conversation to operation
Every step is powered by the right mix of technology and expertise.
01
Collect records
We retrieve and organize all relevant medical records from the required sources.
02
Extract key data
Key information is extracted and organized to support faster, review-ready summaries.
03
Underwriter QA
Summaries are prepared or reviewed by experienced underwriting professionals.
04
Deliver outputs
Outputs are delivered in formats that fit your workflow and downstream systems.
The Result?
Smarter workflows. Stronger controls. Better decisions.
Automationwhere it helps
Expertisewhere it matters
Governancebuilt-in
EXPERT SPOTLIGHT
UnderwritingOperationsProfitability
Lori connects underwriting decisions to operational reality—so quality improves, cycle time drops, and outcomes stay consistent at scale. Lori Mach brings 30+ years of experience across underwriting, management, administration, and sales in the life insurance, life settlement, and health insurance industries.
Lori Mach
Chief Underwriter
FAQ
Common questions about medical record summaries.
We summarize APS records, EHR downloads, hospital records, physician notes, lab results, imaging reports, and other medical documentation used in underwriting, claims, and case review workflows.