Finance & Insurance – Loan/Claim Intake Workflow
Accelerate claims and reduce errors with adaptive intake, document-aware deduplication, and pre-populated forms ready for adjusters.
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 #.”
Semantic Deduplication
Parses uploaded policies/receipts/photos and avoids re-asking known fields; extracts structured data (VIN, address, coverage limits).
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
Customer sees status (Received → In Review → Decision). Missing items and deadlines are auto-notified.
“We need one more photo of roof damage. Reply to this text with a picture.”
Key Benefits
Transform your workflow with these powerful advantages
Faster claims with fewer errors
Document-aware deduplication reduces friction
Adjuster-ready, structured claim packages
Clear status updates improve satisfaction