Public source
Andwise was co-founded by Kanav Jain and Dr. Varun Verma in 2022.
Public founder and company context.
Case study
Review routing and escalation for physician-facing financial guidance
Co-founded Andwise; public pages corroborate founder and advisory-board context, while growth and funding metrics are founder-reported.
Timeframe
2022–2024
Focus
Redacted, de-identified outcomes
Summary
Co-founded Andwise; public pages corroborate founder and advisory-board context, while growth and funding metrics are founder-reported.
Co-founded Andwise with Dr. Varun Verma in 2022. Raised $240K in initial funding and grew to 1,200+ physician users and a 700-member physician community. Public pages also document the physician medical advisory board.
Intervention
Built a medical advisory board of over 50 physicians and a vetted planner directory.
Outcome
Recommendation turnaround dropped from days to hours — review routing and escalation clocks made standard reviews fast.
Public evidence and evidence level
Public source
Andwise maintained a physician medical advisory board.
Public advisory-board context; exact historical counts may vary by page state.
Self-reported
$240K initial funding, 1,200+ physician users, and a 700-member community.
Separated from public founder and advisory-board evidence.
End-to-end flow
1 Physician submits contract for review → 2 Initial automated analysis flags key clauses → 3 Planner directory matches to vetted advisor → 4 Compliance review checks fiduciary requirements → 5 If flagged: escalation timer starts, owner notified → 6 Plain-language summary delivered with sign-off
Detail
Constraints
- Fiduciary duty, legal review, and audit-trace requirements.
- Decision anxiety for clinicians and advisors.
- Need for escalation paths when recommendations required review.
Interventions
- Built a medical advisory board of over 50 physicians and a vetted planner directory.
- Designed review routing, response windows, and escalation clocks.
- Implemented plain-language summaries with accountable sign-off.
Outcomes
- Recommendation turnaround dropped from days to hours — review routing and escalation clocks made standard reviews fast.
- Grew to 1,200+ physician users and a 700-member physician community.
- Review records linked decision context to outcomes — teams could trace what worked and why.
- Physician trust rose as recommendation provenance became visible — clinicians could see what the system considered.
Artifacts
- Medical advisory board charter defining review scope and authority.
- Review routing matrix mapping escalation timers to owner service-level agreements.
- Contract analyzer producing structured summaries with accountable sign-off checkpoints.
Key takeaways
- Sensitive recommendations need accountable sign-off, not just confidence scores.
- Advisory boards are operational infrastructure when their authority is encoded into workflow.
- Review records become inspectable evidence when something goes wrong.
Details are anonymized to preserve data privacy and proprietary corporate metrics. Where exact figures cannot be shared, I describe the operating problem, intervention, and observed directional change.