AI-Agents for Claims working with Zoom

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Save Email and Attachments

Keep 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.

Works with6 tools
Save Flagged Email Attachments

Archive 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.

Works with5 tools
Archive Email Attachments

Archive 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.

Works with5 tools
Extract Text From Scans

Turn 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.

Works with5 tools
Merge PDF Files

Assemble 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.

Works with14 tools
Convert Images to Text

Put 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.

Works with4 tools
Request Agreement Signatures

Send 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.

Works with10 tools
Transcribe Review Pages

Add text from a claim page photo to its matching review case.

Your reviewers get text from submitted page photos beside the right cases and can spot words that need a closer look.

Works with12 tools
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