HighGround OS Proposal

Open · Agenda

2/22

New Method AI

Proposal walkthrough · July 2026

HighGround OS.
Brain. Tools. Agents.

Confidential · Prepared for HighGround

New Method AI

The solution — Brain, Tools, Agents

The business case

Confidential · Prepared for HighGround

Today at HighGround

New Method AI

1 · What we heard

Today, at HighGround.

Outlook + Excel

Collectors synthesize AR, jobs, email, and calls by hand.

Process not standardized

Playbook in development; practice varies by collector and location.

Knowledge is tribal

What each carrier and adjuster will accept lives in individual memory.

Fabric already in place

Sage Intacct AR + job data landing in Microsoft Fabric — a foundation to build on.

Confidential · Prepared for HighGround

Three objectives

New Method AI

1 · What we heard

Your three objectives

The three numbers we move.

Collections velocity

Dollars collected within 90 days of invoice.

Agents build a prioritized daily queue and run the follow-up cadence.

Negotiation effectiveness

Maximize gross-invoice to net-collected conversion.

Agents draft rebuttals from the Brain's per-carrier, per-adjuster playbook.

Collector capacity

More invoices and dollars per collector, without proportional headcount.

Agents absorb repetitive work; collectors focus on the high-value calls.

Confidential · Prepared for HighGround

New Method AI

2 · The solution

If we capture the playbook into a shared Brain, give collectors one workspace of Tools built around it, and let Agents run the repetitive work — then velocity, negotiation outcomes, and collector capacity all move together, measurably, on the pilot cohort.

$ collected < 90 days

Gross → net conversion

Invoices per collector

Confidential · Prepared for HighGround

HighGround OS at a glance

New Method AI

2 · The solution

HighGround OS at a glance.

Tools · manual

Claim workspace

Billing Package Generator

Team & Adjuster views

Playbook + Knowledge

Agents · automated

Sentiment analyst

Negotiation strategist

Communications specialist

+ supporting agents

Triage, reconcile, escalate

Runs inside your Microsoft Fabric / Azure environment·HighGround owns the IP

Confidential · Prepared for HighGround

Layer 1 — The Brain

New Method AI

Layer 1 — The Brain

A Collections Playbook
that grows more accurate over time.

One Brain, many lobes — brand, service line, carrier, adjuster, collector, industry, and HighGround expertise. Every rule versioned and audited.

Confidential · Prepared for HighGround

Centralized. Always learning.

New Method AI

Centralized. Always learning.

Each brand under the umbrella — its voice, rules, and playbook.

Water, fire, mold, contents — the nuances of each trade.

How each carrier behaves — what they pay, delay, or deny.

Individual adjuster patterns, tone, and rebuttal history.

Sentiment, efficiency, and effectiveness of every collector.

Global best practices, compliance, rules, and regulations.

HighGround expertise

All of HighGround's know-how, gathered in one place.

Confidential · Prepared for HighGround

How the Brain learns

New Method AI

It gets sharper on your data.

Outcomes, cycle times, and touchpoints written back.

Adjuster tone, objections, and successful language captured.

Every short-pay

The reason, the pattern, and the winning rebuttal indexed.

Versioned and audited — always current, always defensible.

Confidential · Prepared for HighGround

Why the Brain matters

New Method AI

Tribal knowledge becomes a HighGround asset.

Today, the knowledge that wins a negotiation lives in individual collectors' heads. Tomorrow, it's evidence-based, shared across every brand, and it stays when people move on.

Individual, unverified

Documented, versioned, audited

Confidential · Prepared for HighGround

Layer 2 — The Tools

New Method AI

Layer 2 — The Tools

One workspace for collectors, managers, and admins.

A complete toolkit for every role: workspaces, reports, and views that let your team own every claim — on desktop and tablet.

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Collections Manager

New Method AI

Collections Manager

The core claim engine.

Ten tools that move a claim from intake to reconciled.

One workspace per claim — AR, job data, notes, activity.

Rank the queue by expected recovery and urgency.

Drafted emails, calls, and follow-ups in context.

Billing Package

Assemble a submission-ready packet in one click.

Pair payments to invoices; flag short-pays.

The Brain's rebuttals and next-best actions, in the flow.

Live view of where every claim sits.

Human-in-the-loop

Approvals and edits routed to the right person.

Every action, every decision, fully logged.

Sampling and checks that feed the Brain.

Confidential · Prepared for HighGround

Role-based surfaces & platform

New Method AI

Role-based surfaces & platform

The right view for every seat.

My Queue
My Performance
Notifications
Personal Playbook

Team View
Adjuster View
Carrier View
Workload Balancing
Coaching & QC
Escalations

Brand Overview
DSO & Aging
User & Role Admin
Integrations
Audit & Compliance
Reporting Studio

Platform Foundation

SSO & AuthPermissionsData IngestionAPIWebhooksObservabilitySecurityBackupsEnvironments

Confidential · Prepared for HighGround

Layer 3 — The Agents

New Method AI

5 · The Agents

Layer 3 — The Agents

A small team of AI agents
that do the repetitive work.

Each one has a name, a role, and clear boundaries. All grounded in the Brain.

Confidential · Prepared for HighGround

New Method AI

5 · The Agents

Named. Scoped. Accountable.

Connects the steps and manages human-in-the-loop approvals.

Collections Analyst

Assesses each account and builds the prioritized daily queue.

Sentiment Analyst

Reads adjuster and collector tone — flags what a manager should hear.

Negotiation Strategist

Recommends the approach and drafts the rebuttal from the playbook.

Communications Specialist

Triages inbound email and drafts replies to your communications strategy.

Reconciles job data (DASH) against finance (Sage); surfaces discrepancies.

Documentation Quality

Reviews photos, drying logs, and packet completeness at the front door.

Business Intelligence

Rolls up management and executive KPIs across brands and cohorts.

Compliance & Guardrails

Enforces rules, tone, and the do/don'ts per carrier.

Confidential · Prepared for HighGround

One claim end-to-end

New Method AI

5 · The Agents

One claim, end to end

The agent team, in sequence.

Chief of Staff orchestrates the hand-offs

Grace enforces guardrails at every step

Each hand-off is logged. Every draft is reviewable. Nothing goes out without a collector approving it — until you say it can.

Confidential · Prepared for HighGround

Human-in-the-loop

New Method AI

5 · The Agents

Human-in-the-loop

Autonomy expands as accuracy is proven.

Collector drafts and sends every response.

Human in the loop

Agents send low-risk items; collector reviews the rest.

Proven actions run autonomously; collector handles exceptions.

Fully configurable per collector and account: turn stages on or off, and move back and forth between them as needs change.

Confidential · Prepared for HighGround

What it returns

New Method AI

6 · The business case

What it returns

On a $30M pilot cohort.

Move from 85% → 90%

recovered per year

Move from 85% → 95%

recovered per year

Plus the capacity and savings from collector synergies gained as volume grows.

Figures are illustrative and finalized against your actuals in Discovery.

Confidential · Prepared for HighGround

How we prove it

New Method AI

6 · The business case

How we prove it

A controlled pilot. Mapped and monitored to ROI.

Signed in Discovery from your actuals — the number we beat.

First cohort runs on the app against the baseline for a set window.

Roll it out to the remaining brands.

Confidential · Prepared for HighGround

New Method AI

7 · How we deliver

Three releases. The majority treated as capex.

Initiation & Discovery

Foundational integrations & tool build

$140,000 – $310,000

Agents & automations

$85,000 – $185,000

8 weeks to target

Ongoing agent training

$60,000 – $80,000

28 – 34 weeks

End-to-end, before ongoing support

$320,000 – $610,000

Final figures are locked post Discovery. Release 3 is followed by $3,000/month for maintenance and support.

Confidential · Prepared for HighGround

New Method AI

8 · Who we are

New Method AI.
Operators, not advisors.

We've built and run these systems in production. Built companies, launched products, turned around companies and teams.

Confidential · Prepared for HighGround

New Method AI

Ready to start Discovery
on your timeline.

Review and approve this proposal

We send a version for e-signature

Execute the MSA

Schedule the Discovery kickoff

Sean Vassilaros · New Method AI

818-384-0355 · sean.vassilaros@newmethod.ai

Confidential · Prepared for HighGround

New Method AI

Agenda

Agenda

1

What we heard

2

The solution — Brain, Tools, Agents

3

The business case

4

How we deliver

5

Who we are

6

Next steps

Confidential · Prepared for HighGround

HighGround OS

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