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.
Confidential · Prepared for HighGround
HighGround OS