Core Platform Capabilities
Claims Documents
Police reports → Automatically tagged with incident details and key entities (e.g., location, date, parties), then routed immediately to the assigned adjuster within the claims administration system.
Medical records → Key information (e.g., diagnosis codes, treatment dates) is extracted, normalized, and flagged for medical review if the total cost or treatment type exceeds predefined thresholds.
Property photos → Organized by damage type and location using computer vision, instantly accessible to both estimators and adjusters for remote assessment.
Repair estimates → Compared automatically against industry benchmarks and other estimates, with discrepancies and potential fraud indicators highlighted immediately for adjuster review, leveraging the power of the claims management system.
Underwriting Files
Applications → Sorted instantly by coverage type, with required fields and missing documents identified instantly, preventing incomplete submissions from entering the pipeline.
Risk assessments → Key risk factors are instantly highlighted, and relevant previous claims history is automatically attached for a comprehensive view of the applicant, a cornerstone of effective underwriting for insurance.
Inspection reports → Critical findings (e.g., structural issues, outdated systems) are flagged and automatically routed to specialized underwriting teams for complex review, powered by our automated underwriting platform.
Financial statements → Key financial ratios are extracted and analyzed, with trends identified for review by financial underwriters, ensuring pricing accuracy across your insurance underwriting software.
Claims Processing Workflows
FNOL intake → Automated investigation assignment → Documentation review (AI-driven) → System-guided settlement approval.
Complex claims → Automatic routing for multiple adjuster review → Specialist consultation request → Management approval with transparent audit trail.
Subrogation cases → Automatic legal review request and assignment → Dedicated recovery tracking module → Streamlined settlement processing, all contained within the centralized claims administration system.
Underwriting Workflows
Application review → Automated risk assessment (AI-driven scoring) → Streamlined pricing approval → Instant policy issuance via the automated underwriting platform.
Renewal processing → Claims review (automated loss ratio calculation) → System-suggested rate adjustment → Final bind or non-renew decision within the insurance policy administration system.
Large account underwriting → Automated routing for multiple specialist review → Committee approval tracking with full documentation access, leveraging centralized data from your policy administration systems.
Broker Collaboration
Client document collection → Instant and secure upload of all required documents by the broker → Automated underwriting submission initiation → Real-time status updates directly viewable by the broker → Digital policy delivery.
Claims reporting → Simplified FNOL submission and documentation gathering directly from the broker portal, integrating with the agency management system insurance.
Settlement communication → Automated, transparent settlement status updates and communication pushed to the broker, ensuring they can provide timely information to their clients, a key benefit of advanced insurance agency management software.
Real-Time Messaging
Secure team channels for claims, underwriting, and operations discussions.
Direct messaging between adjusters, underwriters, and external brokers.
Document sharing with conversation context—no more "which version?" confusion, which preserves the integrity of your claims system.
Mobile access for field adjusters and remote team members, ensuring continuous collaboration across all insurance software applications.
Video Collaboration
Secure video calls for complex claim discussions, enabling adjusters, experts, and policyholders to connect instantly and expedite resolution across all claims processing systems.
Screen sharing for policy review and detailed underwriting decisions, ensuring all parties are aligned on documentation and risk factors, enhancing underwriting solutions.
Recorded sessions for training new team members and robust compliance documentation, ensuring a complete and auditable record of all decisions is retained within the insurance management system.
Integration with document review for real-time collaboration, allowing teams to redline, comment, and discuss a document simultaneously, driving true digital claims collaboration.
Why this matters: Every conversation becomes part of the permanent record, eliminating risk and compliance for scattered email chains and phone calls.
