Document intake
Reads claims, applications and supporting documents, extracts the data and flags anything missing for review.
Built with: Custom AIInsurance & financial services
Faster answers, fewer forms retyped.
AI that reads claims and applications, answers routine client questions and keeps follow-ups on time, with people approving every decision.
Sound familiar?
- Claims and applications arrive as documents that are retyped by hand.
- Clients call for status updates on their case.
- Renewals and follow-ups slip through the cracks.
Solutions
What we build for you
Client assistant
Answers routine questions and gives case status from your systems, passing anything that needs advice to your advisers.
Built with: AI chatbotsRenewal and follow-up automation
Reminds clients about renewals and missing documents, and keeps your team's follow-ups on schedule.
Built with: Automation
How it works
A new claim
Insurance & financial services
Email with documents
Claim form, photos and an invoice.
Reads and checks
Policy number, dates and amount extracted; one receipt missing.
Asks for what's missing
The client receives a clear request for the missing receipt.
Ready for a handler
A complete claim file prepared for a person to assess.
FAQ
Common questions
Can't find yours? Ask in the chat or book a call.
Does the AI decide on claims or applications?
No. It prepares and checks information; your team makes every decision.
How do you handle compliance?
We limit access, keep audit trails where needed and document data flows so they fit your compliance requirements.
Can it give financial advice?
No. It answers factual, routine questions and passes anything that needs advice to a qualified person.
Let's find the hours you're losing.
Book a free 30-minute call. We'll look at how your business runs and show you where AI and automation would save the most time.
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