Email-first by design
Built for teams where inbound claim communication already starts in email.
Insurance Operations AI
Turn messy insurance emails into structured claim-ready summaries in under 60 seconds.
Reduce manual triage, cut back-and-forth, improve intake consistency, accelerate assignment, and standardize first-pass review for claims operations teams.
Typical processing time: under 60 seconds.
Built first for claims operations and intake triage teams.
Built to assist handlers and brokers, not replace human review.
Positioned as operational augmentation, not autonomous claims handling.
Built in Quebec
Insurance workflow focused
Human-reviewed outputs
Configurable routing controls
Workflow-aware outputs
Separates new claim intake from claim updates and routes by context.
Operationally transparent
Produces structured summaries with confidence and source metadata.
How It Works
Simple 3-step intake flow
Forward intake emails
Use your existing shared inbox or mailbox forwarding rules.
AI extracts and structures
Message intent, key fields, and missing information are normalized.
Teams review, route, respond
Handlers review outputs and move work forward with suggested next steps.
Pilot deployments can be configured around existing shared mailboxes and routing processes.
Example Output
One complete intake-to-routing flow
Broker sends
Subject: Auto claim - Ontario guardrail collision Client hit a guardrail in Ontario yesterday evening. Vehicle is not drivable. Driver: Alex Martin. Policy appears to be P-447921. Please advise what is needed to open and route this claim.
System returns
Workflow: claim_intake Claim status: New Claim Loss type: Motor Vehicle Collision Claimant: Alex Martin Policy number: P-447921 Incident date: needs confirmation Missing info: callback number, exact incident time Suggested next steps: request missing fields and confirm towing status Routing suggestion: Auto FNOL queue
Operational ROI
Built around the bottleneck teams feel every day
Lower handling time
Shortens intake preparation by delivering a structured summary instead of raw threads.
Fewer back-and-forth requests
Flags missing information early so handlers can request everything in one pass.
More consistent triage under SLA pressure
Applies a repeatable workflow structure across inbound claim communication.
Faster onboarding for junior staff
Provides clear suggested next steps so newer team members can execute with confidence.
Focused on the intake, triage, normalization, routing, and missing-information bottleneck rather than end-to-end lifecycle automation.
Animated Workflow Demo
Messy email to structured FNOL summary in one review loop
Messy broker email
Unstructured intake details arrive with mixed signal quality.
Processing + validation
Workflow classification and extraction run with control checks.
Structured FNOL summary
Key fields and missing info are normalized for handler review.
Suggested next steps
Routing-ready action guidance supports faster queue assignment.
Input: Broker email
Subject: Urgent claim update Insured had a water leak overnight at 14 Oak Lane. Kitchen and basement affected. Policy 77-93811. Please advise next steps. Attachments: photos + invoice.
Processing
Classification: claim_intake Signals extracted: loss type, address, policy, attachment set Validation checks: sender policy, workflow entitlement, webhook signature
Output: FNOL summary
Claim status: New Claim Loss type: Water Damage Location: 14 Oak Lane Policy: 77-93811 Missing info: date of loss, callback number
Suggested next steps
Recommended queue: Property Intake Handler action: request missing fields and assign adjuster SLA marker: intake summary ready for review
Animated walkthrough loop: approximately 30 seconds.
Deployment Fit
Adopts into current operations with minimal workflow disruption
- Works with existing shared inbox workflows.
- No portal migration required.
- Designed for Outlook-based operations.
- Forward or redirect existing intake mailboxes.
Workflow Example
First Notice of Loss (FNOL), end to end
- Inbound FNOL email arrives from broker or insured.
- Message is classified and normalized with claim context extraction.
- Missing fields are flagged for follow-up before handler assignment.
- Routing-ready summary is delivered to the right operational queue.
Security and Control
Controls surfaced for operational confidence
- Domain allowlists for inbound sender control.
- No training on customer data.
- Configurable retention posture based on operating requirements.
- Human review before operational action.
- Mailgun webhook signature validation on inbound processing paths.
- Audit-friendly routing and entitlement controls for workflow access.
Pilot Momentum
Built for real insurance intake operations
- Currently onboarding pilot partners.
- Built by an insurance technology professional focused on intake workflows.
Core Capabilities
Designed for real intake workflows
Inbound Ingestion
Consumes inbound email events and normalizes message + attachment context for downstream processing.
Classification + Extraction
Classifies message intent and extracts claim context, missing information, and routing signals.
Summary Dispatch
Delivers structured text and HTML summaries to operational inboxes with suggested actions.
Attachment Intelligence
Flags attachment counts, types, and categories so adjusters can triage without manual parsing.
Operational Readiness
Built with controls, policy, and runbooks in mind
- Service-separated architecture for ingestion, processing, and outbound communication.
- Documented runbooks and policy artifacts to support operations and security posture.
- Testing and quality gates embedded in CI and local hooks.
Product Packages
Workflow packages aligned to current platform tiers
Core Intake
Starting at $499/month
Core workflow automation
For teams that need reliable claim intake triage and structured summary delivery.
- Inbound ingestion and normalization
- Core classification and extraction
- Summary email dispatch
- Workflow-aware routing logic
- Standard onboarding and implementation support
Workflow Pro
Starting at $1,499/month
Expanded routing and entitlement controls
For higher-volume teams needing stronger operational controls across workflow variants.
- Everything in Workflow
- Workflow-specific entitlement controls for teams handling multiple intake types
- Workflow entitlement controls and plan-limit messaging
- Usage-tracking and routing-aware operational visibility
- Priority implementation and tuning support
Pricing shown as baseline guidance. Final pricing depends on workflow scope, routing configuration, and rollout requirements.
| Capability | Core Intake | Workflow Pro |
|---|---|---|
| Email ingestion + parsing | Included | Included |
| Workflow-aware routing | Core | Advanced |
| Attachment intelligence | Limited | Included |
| Workflow entitlements + plan-limit messaging | Not included | Included |
| Workflow-specific entitlement controls for teams handling multiple intake types | Not included | Included |
| Implementation support level | Standard | Priority |
Next Step
Interested in piloting Claim Intake Assistant?
The product currently operates through an email-first surface. A dedicated product portal can be layered on top, but today the platform is already built for practical operational usage.