Finance & Insurance – Loan/Claim Intake Workflow
Claimants walk through questions specific to their claim type. Documents they upload get parsed automatically. Adjusters get a complete file, not a half-filled form.
Claim Initiation
Customer starts a claim via portal, mobile, or agent. Policy and identity are verified automatically.
“Start Homeowners claim for Policy #H-44821.”
Adaptive Intake
AI narrows the claim type (Auto, Home, Health, Travel) and asks only relevant questions.
AI: “What type of claim are you submitting?” → Auto
Targeted Follow-ups
Auto → asks accident date/time, location, parties, police report; Home → pivots to damage type, cause, photos, emergency services.
Auto: “When was the accident?” + “Upload police report or incident #.”
Document Parsing
Upload your policy doc or photos of the damage. Uptaik pulls the key fields like VIN, address, and coverage limits so you don't have to type them.
Policy PDF parsed → coverage limits pre-filled; no duplicate questions.
Pre-Populated Claim Package
Builds a complete claim file with evidence checklist and eligibility checks; hands off to adjuster system.
Claim file includes incident details, attachments, and fraud-screen flags; exported to Guidewire.
Status & Communications
Claimants see exactly where their claim is and what's still needed. If a photo of roof damage is missing, they get a text asking for it. No phone trees, no hold music.
“We need one more photo of roof damage. Reply to this text with a picture.”
Key Benefits
Transform your workflow with these powerful advantages
Claims arrive complete on the first try, not after three rounds of follow-up
Policy docs get parsed so claimants don't retype what's already on file
Adjusters open a ready-to-work file, not a form with blanks
Claimants stop calling to ask 'what's happening with my claim?'