Client Outreach Drafting

Live Requires Standard plan or higher · Agent role

Industry: Life Insurance — this app appears only on tenants provisioned for that vertical.

Draft claimant updates and outreach notes.

Workspace fields

These labels match the live EZ4Youtech 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

• Log in as a user on your company tenant (admins set up BYOK separately).
• Confirm your tenant admin has saved at least one AI provider key (OpenAI, Together, or Anyscale).
• Verify your plan includes Standard apps — disabled apps show the plan required to unlock 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 BYOK provider your admin configured (OpenAI, Together, or Anyscale).
3. Enter Draft type — Fill Draft type with accurate claim details (no invented approvals or amounts).
4. Enter Claimant name — Fill Claimant name with accurate claim details (no invented approvals or amounts).
5. Enter Policy number — Fill Policy number with accurate claim details (no invented approvals or amounts).
6. Enter Incident summary — Fill Incident summary with accurate claim details (no invented approvals or amounts).
7. Generate the draft — Click Generate draft. Review tone and facts before client-facing use.
8. 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 prompts 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 the tenant plan or confirm BYOK setup.

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