Processes
Manage group contacts
How manage group contacts are reshaped as AGI capability advances.
ProcessesManage group contacts
Business-as-Code
Read as an executable program — the work decomposed into Code, Generative, Agentic, and Human.
Manage group contacts sits inside a larger value-flow — 1 parent structure it composes into. The hierarchy is grounding, not the story: it tells you which aggregate exposure Manage group contacts inherits.
Where Manage group contacts sits
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How the work flows
Trigger: A new group health plan is onboarded or an existing employer group submits a change in their benefits administration personnel.
- Receive contact roster or update request from the employer group or broker
- Verify the requester's authorization to modify group contacts
- Update contact details, roles, and communication preferences in the CRM
- Provision or revoke access rights for the employer administrative portal
- Distribute confirmation and portal credentials to the designated contacts
- Conduct periodic audits to identify and remove inactive group contacts
Outcome: Group contact records, roles, and system access permissions are accurately updated and synchronized across the carrier's administrative systems.
Measured by
Contact Record AccuracyUpdate Cycle TimePortal Access Error RateStale Contact Ratio