Payer, PBM & provider operations
We turn the disconnected manual work behind prior authorizations, referrals, claims, and patient and member services into connected processes, then Marshall helps run them with your team.
Today, your team connects
Marshall builds & runs the process
Tracked · connected · moving forward
Intake → Routed → Tracked → Verified → Delivered
The operational challenge
Healthcare operations rarely run in one platform. Requests move through inboxes, faxes, documents, portals, spreadsheets, and clinical and benefit systems.
Your team keeps the service moving by reading, re-entering, routing, tracking, and following up. As volume grows, so does the administrative work.
Re-keying the same data between systems that don't talk.
Spreadsheets and inboxes standing in for a real system of record.
Experienced employees caught up with chasing stalled work and unusual cases.
More clients and more requests create more administrative work.
How it works
Your team knows the service and your business. We know how to turn complex, manual work into a process that can run consistently.
We sit with your team and learn how work actually moves across employees, clients, systems, inboxes, documents, and spreadsheets.
We determine what Marshall should run, where people need to stay involved, and how exceptions should be handled.
Marshall connects to the systems and channels already in place, without requiring your organization to replace its core platforms.
Proof, not promises
Marshall supports a live prior authorization operation, coordinating the repeatable work while pharmacists and operations staff stay involved where their expertise is needed.
Marshall reads incoming emails, faxes, PDFs, and attachments, extracts the request details, and connects them to the right record.
Incoming fax
appeal_jane_doe.pdf · 3 pages
Extracted → PA-2026-00265
Jane Doe · Ozempic 1 MG/DOSE Tracked
Missing or unclear information becomes a focused task for the right person, with the source document and case context attached.
Reply to the agent
We received an appeal for Jane Doe (PA-2026-00265, Ozempic 1 MG/DOSE Pen-injector) but couldn't match it to a prior PA, so the prescriber isn't on file. Please provide the prescriber's name, phone, and fax.
Prescriber name *
Prescriber fax
Send answer
Team members can provide information, request follow-up, set reminders, and ask Marshall questions inside the request.
CommentsTasksHistory
@marshall remind me to call this member at noon today
Reminder set — task MED-454 — for July 20 at 9 AM EDT, tied to this PA.
@marshall why was the original request denied for this member?
Denied with reject code 75 — therapeutic category exclusion. Linked here as the previous request on this appeal.
After the team responds, Marshall updates the record, completes the next steps, sends the communication, and keeps tracking what remains open.
Decision received. Record updated. Determination letter generated. Outbound response queued.
Your team stays in control. Marshall handles the repeatable work and brings people in when judgment, experience, or client knowledge is needed.
Marshall tracks cycle time and SLA performance across every stage, and answers questions about your data directly — no separate reporting tool required.
Ask Marshall
How many GLP-1 authorization requests did we process this month?
Marshall: Your team completed 450 GLP-1 determinations this month. I can break them down by outcome, drug, client, turnaround time, or appeal status.
Process oversight
PA Lifecycle — Intake to Fax
512 started · last 30 days · end-to-end median 21h 40m · SLA 8h
Your team provides the expertise. Marshall coordinates the work around it.
Every handoff has context. Every request stays visible. Every next step has an owner.
Where Marshall fits
Marshall is built for recurring processes that cross systems, involve documents or communication, and depend on people to keep the work moving.
Compliance
For workflows involving protected health information.
Dedicated infrastructure and data separation where required.
Protected information is not used to train public models.
Documents, actions, status changes, and outcomes stay connected to the record.
About us
We have spent our careers inside enterprise technology and operations. Marshall is built from that experience — and it runs with the teams who use it.
CEO & Co-Founder
Senthil brings over 30 years in software and technology, working with everything from Windows operating systems to contemporary web and cloud solutions. His background includes consulting at Nike, Humana, GlaxoSmithKline Consumer Healthcare, and Mars, where he developed deep technical expertise and a first-hand understanding of the enterprise-scale challenges Marshall is built to solve.
LinkedIn →
Co-Founder & Chief Product Officer
Dena Borsand brings nearly two decades of experience improving healthcare operations. She helped run a family-owned PBM, transformed a paper-based prior authorization process into a digital workflow, and later led 35 member, client, and provider portals at Magellan Rx. Today, she applies that operational and product expertise to building Marshall’s custom AI systems for healthcare teams.
LinkedIn →Show us one process that is creating too much manual work. We will help you see where Marshall can plug in to help.
End the Busywork