Solutions

If a person does it on a screen, an agent can learn it.

Sumvant builds for the work itself, reading, entering, checking, moving and reporting, in twelve fields and in yours.

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Industries

Three workflows an agent can carry, in each field.

Healthcare and clinics

  • Referral intake
  • Insurance eligibility checks
  • Prior authorization paperwork

Pharmacy

  • Prescription intake from eRx and fax
  • Drug and NDC matching
  • Refill and transfer queues

Med spas

  • Intake and consent forms into the EMR
  • Package and membership tracking
  • Daily sales reconciliation

Dental

  • Insurance verification before visits
  • Claim attachment uploads
  • Patient ledger updates

Accounting and bookkeeping

  • Invoice and receipt entry
  • Bank to ledger reconciliation
  • Month end report packs

Insurance

  • First notice of loss intake
  • Policy data entry
  • Carrier portal lookups

Real estate

  • Lease abstraction into the property system
  • Listing updates across portals
  • Rent roll reconciliation

Logistics

  • Bill of lading and invoice capture
  • Order entry into the TMS
  • Carrier portal status checks

Ecommerce

  • Order and return processing
  • Inventory sync across channels
  • Supplier invoice entry

Home services

  • Job ticket entry
  • Invoice and payment posting
  • Permit portal submissions

Staffing

  • Onboarding paperwork
  • Timesheet entry
  • Credential and license checks

Yours.

Every build starts from your screens, not from a template.

  • Any system your team signs into
  • Any document that arrives as a file, a fax or a page
  • Any rulebook you can write down, or we write it down with you
Tell us the task

What every agent is built from

Six capabilities, assembled for your workflow.

Every build draws on the same tested parts, each one specified by what it does and what it checks.

Queue intake

Opens every email, fax, portal and queue item as a work order.

Work orders · Every item receipted · Nothing dropped

AI vision extraction

Reads faxes, PDFs, scans and photos into the fields your rules ask for.

Document intelligence · Confidence scored fields

Commit verification

Types into your system of record, screen by screen, then reads every field back.

Field level read back · Evidence capture per item

System adapters

Signs in with its own login to look up, download, upload and submit.

Dedicated service identity · Two factor routing

Cross system reconciliation

Matches records from two or more systems line by line.

Every mismatch in the decision trace

Scheduled reporting

Assembles the numbers on a schedule and delivers the report.

Totals tied to source · Run ledger kept

Systems

Works where your team works.

One system adapter per application, each driven through the agent’s own dedicated service identity.

Proven in production

  • Pharmacy
  • PrimeRx
  • PioneerRx
  • Liberty
  • Rx30
  • Computer-Rx
  • QS/1
  • BestRx
  • DigitalRx
  • Clinical
  • Epic
  • Oracle Health
  • athenahealth
  • eClinicalWorks
  • NextGen
  • Tebra
  • ModMed
  • AdvancedMD
  • Scheduling and front desk
  • Boulevard
  • Zenoti
  • Aesthetic Record
  • Jane
  • Mindbody
  • Vagaro
  • Nextech
  • Fullscript
  • Books and ERP
  • QuickBooks
  • Xero
  • NetSuite
  • Sage
  • Bill.com
  • SAP
  • Oracle
  • CRM
  • Salesforce
  • HubSpot
  • Zoho
  • Dynamics 365
  • Pipedrive
  • Office
  • Excel
  • Outlook
  • Gmail
  • Google Workspace
  • SharePoint
  • OneDrive
  • Drive
  • Portals
  • LabCorp portal
  • Quest Diagnostics
  • CoverMyMeds
  • Availity
  • Payer portals
  • State PDMPs
  • Imaging portals
  • UPS
  • FedEx
  • Field and retail
  • ServiceTitan

Not limited to this list. If your team signs into it, an agent can work in it.

Names belong to their owners. No partnership or endorsement implied.

Tell us the task.

Book a demo or write to [email protected]
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