Insights & Outcome Dashboard
Business and operational outcomes across every partner — not chat volume.
Guided self-service completion
73%
Specialist escalation rate
19%
Escalation completeness
91%
Avg. time to specialist review
3.2h
Repeat-contact rate
8%
Member satisfaction signal
4.4 / 5
AI abstention rate
4.2%
Routed rather than guessed
Policy exception rate
1.6%
Conversations by topic (1424 total)
Benefit option guidance386
Claims & coverage questions341
Enrollment eligibility214
Account access198
Membership renewal156
Program comparisons129
Escalation rate by topic
Benefit option guidance24%
Claims & coverage questions12%
Enrollment eligibility31%
Account access5%
Membership renewal9%
Program comparisons7%
Workflow performance by partner
| Partner | Program type | Self-service completion | Escalation rate | Satisfaction |
|---|---|---|---|---|
| Meridian Benefits Group | Employee Benefits Provider | 74% | 21% | 4.5 / 5 |
| Clearpath Insurance Services | Insurance Carrier | 79% | 14% | 4.4 / 5 |
| Horizon Wellness Alliance | Wellness Program | 63% | 33% | 4.6 / 5 |
| Brightline Financial Wellness | Financial Wellness Platform | 70% | 18% | 4.2 / 5 |
| Civic Alliance Membership Network | Membership Organization | 81% | 11% | 4.5 / 5 |