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Insurance
Capture first notice of loss from any channel, pull facts from documents, check them against policy and route exceptions to adjusters — with every step versioned and audited.
The challenge
Email, web forms, portals and phone notes all need the same intake, triage and follow-up.
Adjusters spend hours reading documents and re-keying details into core systems.
Automated recommendations must be explainable and reviewable by a person.
What you can build
Start from the Claims Intake template to collect details, check completeness and open the case.
Extract fields from forms and correspondence with confidence scores and validation rules.
A manager-led team researches policy wording, past cases and data, then drafts a recommendation for review.
Browser agents update legacy and partner portals, taught once by demonstration.
Example workflow
An email or web form opens the claim, evidence is extracted, a team drafts a recommendation and an adjuster approves it.
Email or form
Trigger
01Claims Intake
Agent
02Doc Extract
Evidence
03Adjuster team
Recommendation
04Adjuster review
Approval Gate
05Built-in controls
Platform
We'll map it with your team, build a working version on ZeaIQ and set up the approval, governance and ROI views your stakeholders need.
