Key CAPABILITIES
COI Creation
AI Agent
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Achieve time-to-quote goals by accelerating submissions intake across all sources with triage, data extraction, priority routing, and automated clearance processes.
- Monitors for new submissions
- Classifies and routes requests
- Extracts required data
- Populates underwriting and ratings systems
Deliver loss history data access and insights to underwriters to generate faster and more accurate quotes.
- Analyzes exposure and loss history
- Extracts loss data
- Populates data in required systems
- Out of the Box support for most carriers
Accelerate underwriting with automated application data processing.
- Analyzes application details
- Extracts application data
- Populates data across systems
Rapid schedule analysis for employee benefits, statements of value (SOV), vehicles, and property schedules via automated extraction.
- Analyzes schedules and SOV details
- Extracts schedules and SOV data
- Populates schedules and SOV data across systems
Automate document classification, indexing, and routing for faster claims intake.
- Monitors for claims files
- Classifies claims documents
- Routes files to best team
- Identifies duplicate files
Automate claims operations to speed up and improve the accuracy of evaluations, reserve setting, settlements, and everyday claim activities, for increased efficiency and cost savings.
- Classifies and routes claims documents to the best team
- Extracts key claims data and populates systems
- Sets initial reserves
- Completes diary and claims files updates
Automate FNOL/FROI steps for speedier claims processing, proactive setup, and more efficient management.
- Identifies FNOL/ FROI requests
- Extracts key data
- Looks for existing claims
- Creates new claim file
Rapid legal demand request identification with triage, extraction and subrogation support.
- Identifies legal requests
- Extracts key legal data
- Alerts adjusters to time sensitive responses
Increase claims clarity with summaries customized by role.
- Analyzes claim records and activity notes
- Creates claims digest reports
- Customizes summaries by role
- Summarizes across multiple documents
Expedite and improve bill review operations for faster bill payment and processing.
- Identifies medical bills
- Analyzes multiple bill types
- Extracts key data points
- Validates provider information
Automate ACORD forms to improve data availability and accuracy in underwriting and claims records.
- Analyzes ACORD form details
- Extracts ACORD form data
- Populates ACORD data across systems
- Renewal Monitoring
- Broker/insured outreach
- Extracts new renewal data
- Underwriter alerts
Efficient premium audits performed with 98%+ accuracy, automated data extraction, and system integration.
- Classifies audit documents
- Extracts audit data and populate systems
- Automatically requests missing data
24/7 COI creation automation that is fast, accurate, integrated, and reliable.
- Monitors for COI requests
- Extracts policy details
- Automates COI creation
Streamline email-based policy change requests with high accuracy and minimal manual effort.
- Monitors email for policy change requests
- Identifies Line of Business
- Extracts change request type and data
- Processes requests automatically
Faster payments processing with automated invoice data extraction and handling.
- Identifies invoices in emails and attachments
- Extracts payment details
- Processes payments through claim systems