Move claims intake from document queue to governed case workflow.
Turn claim intake signals into structured situations, triage recommendations, human approvals, and governed case actions — with evidence at every step.
Claims Intake & Triage
First-notice-of-loss arrives as mixed documents and media. Handlers repeatedly classify, re-key, and chase missing information before coverage or triage review can begin.
Improve
Intake completeness
Reduce
Time to triage
Reduce
Rework rate
Track
Handler throughput
Current workflow
- 01Receive FNOL
- 02Read and classify attachments
- 03Re-key claim fields
- 04Request missing evidence
- 05Triage and assign
Target workflow
- 1
Intake
Ingest documents and media inside the tenant boundary.
- 2
Structure
Create claim, claimant, policy, and evidence objects with confidence.
- 3
Check
Identify missing information, coverage cues, and review signals.
- 4
Review
Present a cited triage proposal to the claims handler.
- 5
Assign
Create approved tasks and preserve a complete decision trail.
Required data
- FNOL forms and email
- Policy administration
- Claims core system
- Photographs and reports
- Document management
Business objects
Human approval gates
- Triage disposition
- Coverage interpretation
- Fraud escalation
- Financial recommendation
Governance profile
- Matter-scoped access
- No autonomous payout decision
- Cited extraction and confidence
- Mandatory handler approval
AI co-workers
Intake co-worker
Classifies submissions and proposes structured claim fields.
Triage co-worker
Summarizes evidence, missing data, and routing options.
QA reviewer
Checks completeness, citations, and policy-gate compliance.
Evidence output
Claims Intake & Triage
- Original submission lineage
- Field-level confidence
- Policy references
- Handler approvals
- Case audit trail
Tenant-isolated workspace integrated with existing claims and document systems.
Related use-case patterns
Claims Intake Copilot
Extract structured data from FNOL documents, photos, and correspondence — then route cases through policy-gated triage with full audit trail before adjuster assignment.
View pattern ReferenceUnderwriting Review Agent
Assist underwriters with governed retrieval over submission documents, rating manuals, and exclusion rules — every recommendation requires human sign-off before quote generation.
View pattern ReferencePolicy Document Intelligence
Brokers and internal teams query policy wordings, endorsements, and exclusions — answers cite source clauses and respect data access boundaries.
View pattern