Proposal walkthrough · July 2026

HighGround OS.
Brain. Tools. Agents.

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

1 · What we heard

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.

1 · What we heard

Your three objectives

The three numbers we move.

01

Collections velocity

Dollars collected within 90 days of invoice.

How we move it

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

02

Negotiation effectiveness

Maximize gross-invoice to net-collected conversion.

How we move it

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

03

Collector capacity

More invoices and dollars per collector, without proportional headcount.

How we move it

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

2 · The solution

Our hypothesis

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.

Brain

Tools

Agents

↑

Velocity

$ collected < 90 days

↑

Effectiveness

Gross → net conversion

↑

Capacity

Invoices per collector

2 · The solution

The solution

HighGround OS at a glance.

Tools · manual

Claim workspace

Billing Package Generator

Reconciler

Team & Adjuster views

+ more tools

Brain

Playbook + Knowledge

Agents · automated

Iris

Sentiment analyst

Vince

Negotiation strategist

Nora

Communications specialist

+ supporting agents

Triage, reconcile, escalate

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

3 · The Brain

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.

3 · The Brain

One Brain

Centralized. Always learning.

Brand

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

Service line

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

Carrier

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

Adjuster

Individual adjuster patterns, tone, and rebuttal history.

Collector

Sentiment, efficiency, and effectiveness of every collector.

Industry

Global best practices, compliance, rules, and regulations.

HighGround expertise

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

3 · The Brain

How it learns

It gets sharper on your data.

Every claim

Outcomes, cycle times, and touchpoints written back.

Every email

Adjuster tone, objections, and successful language captured.

Every short-pay

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

Every rule

Versioned and audited — always current, always defensible.

3 · The Brain

Why it matters

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.

From → To

Today

In heads

Individual, unverified

→

Tomorrow

In the Brain

Documented, versioned, audited

4 · The Tools

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.

4 · The Tools

Collections Manager

The core claim engine.

Ten tools that move a claim from intake to reconciled.

01

Claim Manager

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

02

Prioritization

Rank the queue by expected recovery and urgency.

03

Communication

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

04

Billing Package

Assemble a submission-ready packet in one click.

05

Reconciler

Pair payments to invoices; flag short-pays.

06

Playbook

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

07

Status & Aging

Live view of where every claim sits.

08

Human-in-the-loop

Approvals and edits routed to the right person.

09

Audit Trail

Every action, every decision, fully logged.

10

QC & Review

Sampling and checks that feed the Brain.

4 · The Tools

Role-based surfaces & platform

The right view for every seat.

User

My Queue
My Performance
Notifications
Personal Playbook

Manager

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

Admin

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

Platform Foundation

SSO & AuthPermissionsData IngestionAPIWebhooksObservabilitySecurityBackupsEnvironments

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.

5 · The Agents

Meet the team

Named. Scoped. Accountable.

CS

Chief of Staff

Orchestrator

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

C

Cole

Collections Analyst

Assesses each account and builds the prioritized daily queue.

I

Iris

Sentiment Analyst

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

V

Vince

Negotiation Strategist

Recommends the approach and drafts the rebuttal from the playbook.

N

Nora

Communications Specialist

Triages inbound email and drafts replies to your communications strategy.

Q

Quinn

QC Analyst

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

D

Dex

Documentation Quality

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

B

Bea

Business Intelligence

Rolls up management and executive KPIs across brands and cohorts.

G

Grace

Compliance & Guardrails

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

5 · The Agents

One claim, end to end

The agent team, in sequence.

1

Intake

Dex

2

Prioritize

Cole

3

Read & triage

Iris + Nora

4

Draft rebuttal

Vince

5

Send follow-up

Nora

6

Reconcile

Quinn

7

Report

Bea

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.

5 · The Agents

Human-in-the-loop

Autonomy expands as accuracy is proven.

Stage 1

Manual

Collector drafts and sends every response.

Stage 2

Human in the loop

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

Stage 3

Automate

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.

6 · The business case

What it returns

On a $30M pilot cohort.

Move from 85% → 90%

$1.5M

recovered per year

Move from 85% → 95%

$3.0M

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.

6 · The business case

How we prove it

A controlled pilot. Mapped and monitored to ROI.

01

Baseline

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

02

Pilot

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

03

Expansion

Roll it out to the remaining brands.

7 · How we deliver

The plan

Three releases. The majority treated as capex.

Setup

3 weeks

Initiation & Discovery

$35,000

Release 1

8 – 12 weeks

Foundational integrations & tool build

$140,000 – $310,000

Release 2

6 – 8 weeks

Agents & automations

$85,000 – $185,000

Release 3

8 weeks to target

Ongoing agent training

$60,000 – $80,000

Total

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.

8 · Who we are

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.

Next steps

Ready to start Discovery
on your timeline.

1

Review and approve this proposal

2

We send a version for e-signature

3

Execute the MSA

4

Schedule the Discovery kickoff

Contact

Sean Vassilaros · New Method AI

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

newmethod.ai

HighGround OS.Brain. Tools. Agents.

Today, at HighGround.

The three numbers we move.

HighGround OS at a glance.

A Collections Playbookthat grows more accurate over time.

Centralized. Always learning.

It gets sharper on your data.

Tribal knowledge becomes a HighGround asset.

One workspace for collectors, managers, and admins.

The core claim engine.

The right view for every seat.

A small team of AI agentsthat do the repetitive work.

Named. Scoped. Accountable.

The agent team, in sequence.

Autonomy expands as accuracy is proven.

On a $30M pilot cohort.

A controlled pilot. Mapped and monitored to ROI.

Three releases. The majority treated as capex.

New Method AI.Operators, not advisors.

Ready to start Discoveryon your timeline.

HighGround OS.
Brain. Tools. Agents.

A Collections Playbook
that grows more accurate over time.

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

New Method AI.
Operators, not advisors.

Ready to start Discovery
on your timeline.