AI-Agents for Claims
Agents help Claims teams keep claim files current and reviews moving.
Merge claim file pages in the requested order for each packet.
Your report or invoice packet is ready on the same spreadsheet row as the source PDFs, with its pages in the order you chose.
8 toolsKeep claim emails and their attachments together for file review.
Your marked client or case emails go into the shared archive beside their attachments, with a folder link for the filing owner.
6 toolsArchive flagged claim attachments and surface missing files.
Your flagged email attachments go to the archive folders you set up, with original filenames and a report of files needing attention.
5 toolsArchive old claim attachments and report retrieval failures.
Your team gets older email attachments in a shared archive, plus a clear count, file locations, and any files that could not be recovered.
5 toolsTurn scanned claim forms into text with unclear words marked.
Get the text from emailed scans and see which words need your review. Find the reply in the same email thread.
5 toolsAssemble claim PDFs in order and share the finished file link.
Get PDFs merged in the order you list. The folder owner gets a link in chat. You choose where the finished file goes.
14 toolsPut words from linked claim documents on the review task.
Get the words from linked images on your review tasks, in reading order, with unclear passages flagged for a closer look.
11 toolsPut claim document scans in one labeled, searchable file.
Your batch of photographed or scanned pages becomes a searchable document, with every transcript labeled so you can compare it with its source image.
4 toolsTranscribe printed claim documents for file review.
Your reviewer gets an editable document with text in page order, labeled by image filename and marked where the print is unclear.
Convert photographed claim paperwork on approval requests.
Give approvers the text from a linked document photo right on the request, with unclear passages marked for a closer look.
4 toolsSend approved claim agreements and update the case status.
Your signers get the agreement to sign, and you can see the request link and sent status on the case.
10 toolsSend approved settlement agreements and record the request on the claim.
Your agreement goes to the right signers in the order you choose, and the case gives its owner a link to the request.
8 tools
