For PBM & medication services operations
Your best people are stuck doing your most repetitive work.
Every request that moves through email, fax, a portal, or a spreadsheet is a request your team has to carry by hand. That doesn't scale — and it's not why you hired them.
15 minutes. No pitch deck. Just your process.
“You have really automated this process and met all requests. We are truly grateful for what you've done for us!”
~650
PAs processed / month, one client
< 3 wks
to first process live
0
systems ripped & replaced
Does this sound familiar?
You run a lean pharmacy or medication services operation, and growth keeps costing you people, not just money.
Growth keeps adding work
Every new client or increase in volume creates more emails, faxes, portal checks, and follow-up.
Expertise is spent on coordination
Pharmacists and experienced operations staff chase information and update systems instead of handling the work that requires their judgment.
Problems stay hidden too long
Status is scattered across inboxes and spreadsheets, so stalled work becomes visible only after it creates a client problem.
Marshall is not another AI tool for your team to configure. We look at how one real process works today, identify what Marshall could take on, and show how it could run with your team and existing systems.
What happens on the call
A 15-minute fit check. Nothing more complicated than that.
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Show us what is slowing the team down
Walk us through one recurring process, such as intake, prior authorizations, appeals, benefit verification, or client reporting.
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We assess whether Marshall fits
We will look at the volume, steps, systems, handoffs, and exceptions involved. We will tell you honestly whether it is a good first process.
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Decide whether to go deeper
When there is a fit, we schedule a working session with the people who run the process and begin mapping the future state.
Ready to end the busywork?
Choose a time for a 15-minute fit check. Bring one process that is creating too much manual work. No preparation or presentation is needed.
When there is a fit, the next step is a working session with the people who know the process best.
Before you book
What makes a strong first process?
- Repeated often
- Spread across multiple systems or channels
- Dependent on people to move it forward
- Measurable by time, volume, backlog, or turnaround
- Important to the service, but overloaded with administrative steps
You do not need to know exactly what should be automated. Bring us the process your team is tired of carrying.
FAQ
A few common questions
Do I need to prepare anything before the call?
No. Bring one process your team is tired of carrying and be ready to talk through how it works today.
Who from our team should join?
Whoever runs the process day to day. Their firsthand knowledge of the steps, handoffs, and exceptions matters more than seniority.
What if our process is not a good fit?
We will tell you honestly. If it is not the right first process, we will say so and point you toward one that is.
Does this replace our existing systems?
No. Marshall works with the systems and tools you already use rather than asking you to switch platforms.