Client Outreach Drafting

Live Standard plan or higher · Team member

Industry: Life Insurance: this app appears only in company workspaces set up for that vertical.

Draft claimant updates and outreach notes.

Workspace fields

These labels match the live EZ4YouTech.com workspace (sidebar provider + main panel):

• Draft type (required), text field in the workspace
• Claimant name (required), text field in the workspace
• Policy number (required), text field in the workspace
• Incident summary (required), textarea field in the workspace

Primary action button: Generate draft

Workspace overview

Before you start

• Sign in as a team member on your company workspace (admins connect AI accounts separately).
• Confirm your company admin has connected at least one supported AI provider: leading AI services such as OpenAI, Together, Groq, and xAI (Grok); see the full list and pricing comparison in admin BYOS setup.
• Verify your plan includes Standard apps: locked apps show which plan unlocks them.

Step-by-step

1. Open the app: In the workspace sidebar, select Client Outreach Drafting under Industry apps.
2. Choose your AI provider: In the sidebar, pick the AI provider your company admin connected (your admin sets try-order in BYOS setup).
3. Review Guide & support: Expand Guide & support at the top for what the app does, how-to steps, tips, and feedback.
4. Acknowledge AI use notice: On first workspace entry each browser session, read the AI use notice and click I understand: continue to workspace.
5. Use sample inputs (optional): Click Use sample inputs above the form to load demo values from the tutorial, then edit before you run.
6. Enter Draft type: Fill Draft type with accurate claim details (no invented approvals or amounts).
7. Enter Claimant name: Fill Claimant name with accurate claim details (no invented approvals or amounts).
8. Enter Policy number: Fill Policy number with accurate claim details (no invented approvals or amounts).
9. Enter Incident summary: Fill Incident summary with accurate claim details (no invented approvals or amounts).
10. Generate the draft: On Intake, click Generate draft. Review the Result tab before client-facing use.
11. Review before client use: Confirm facts, dates, and compliance language. Do not paste full SSN or card numbers.

Example inputs

Paste similar data in the workspace: use only data you are allowed to process. Field names match the live product.

Draft type

status_update

status_update · request_documents · denial_explanation · general

Claimant name

James Chen

Name as it appears on the policy or claim file.

Policy number

HO-8891204

Policy or claim reference your team uses (no SSN).

Incident summary

Water heater leak on 4/08; mitigation complete 4/09; awaiting contractor estimate.

Factual timeline only: do not state approved payment amounts unless verified.

Try these scenarios

Adapt these prompts to your client: do not paste payment card numbers, SSNs, or full IDs.

• Status update while awaiting contractor estimate: no payment amount.
• Request additional photos and signed proof of loss.

Expected result

Shape of the AI output in the Result panel: review before client use.

Example output (claim correspondence)

• Draft letter or email for the selected draft type
• Facts tied to claimant, policy number, and incident summary only
• No invented coverage decisions or payment amounts

Tips

• Keep inputs specific: include dates, names, and constraints for better drafts.
• Do not paste full payment card or government ID numbers: use business-appropriate excerpts only.
• If the app is locked, ask your admin to upgrade your plan or confirm AI account setup.

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