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    Videos · Walkthrough · July 10, 2026 · 51 s

    LivmorIQ Plan Analysis: the queue, a finding, and the call it sets up

    A 51-second walkthrough of Plan Analysis in LivmorIQ: the Analysis Queue ranked by severity, one Critical finding, and the agent acting on it.

    Published July 10, 202651 sOpen on YouTube

    In this video

    Plan Analysis reads each client's Medicare plan against their drugs, doctors and benefits, year-round and on demand, and ranks every finding by severity: Critical, Warning, Opportunity, Info. The queue opens on who needs you first.

    This walkthrough shows the morning view: the queue, a Critical finding on one client, the recommendation written beside it with the plans that fix it named, and the agent logging the call. With the client's consent, captured in SOAgent, the check runs on their real coverage, claims and prescriptions through the CMS Blue Button connection.

    Plan Analysis is in LivmorIQ Pro, with Blue Button data, disenrollment notifications and SOAgent.