Extract, then check

Insurance claims intake

Extract claim fields and run policy checks on a hosted desk so adjusters start from structured data instead of a raw packet.

The problem

First notice of loss arrives as a mix of forms, photos, and emails. Adjusters retype claimant, policy, date of loss, and amounts before they can tell whether required fields are even present.

How the workflow runs

Submit the claim packet

The hosted desk collects the packet and claim details. That submit is the start of the run.

Extract claim fields

An extract agent pulls claimant, policy, date of loss, amounts, and the other fields present in the packet.

Run policy checks

A validate step compares those fields with typical policy requirements and flags gaps for the adjuster. It prepares the file. It does not issue a coverage decision.

What the hosted app shows

Operators upload a packet, enter claim details, and follow status on the hosted desk. Results show the extracted table and the documents side by side.

Who it is for

Claims operations and adjusters who intake packets and need policy gaps flagged before they spend time on the file.

Questions

It extracts fields and flags missing or inconsistent policy data. Coverage decisions stay with the adjuster. Add a review step when a person must record that decision on the run.