The problem
One-size discount grids leave money on the table with some customers and push others into plans they can't keep.
What changes
- Offers matched to each customer's ability to pay
- Policy floors and plan limits always respected
- More offers accepted and completed
Full specification
The complete specification for Settlement Offer Optimization Agent is shared with your team under NDA as part of a demo or evaluation. It covers:
- Step-by-step workflow and human approval points
- Tools, systems and access levels
- Guardrails and regulatory mapping
- Handoffs to other agents and teams
- Evaluation set (L1–L5) and results
- Model risk documentation